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Sovereign Bank
Banking: Online Banking, Checking, Savings, Additional ServicesBorrowing: Mortgages, Consumer Loans, Credit CardsInvesting: Investment Services, Private Wealth Management, Financial Answer CenterInsuring: Life Insurance, Term Life Insurance, Long Term Care Insurance, Disability Insurance, Small Business InsuranceTools & Planning: Mortgage, Home Equity, Education, Cars, Credit, Insurance, Retirement
Investment Services   |   Private Wealth Management   |   Financial Answer Center
Investing Basics
Financial Answers
Asset Allocation
Retirement Planning
College Planning

Investment Services
Investment Services
Investment Services at Sovereign Bank (ISS)* can assist you in meeting your long-term financial objectives. Licensed Financial Consultants located throughout Sovereign's Community Banking network are prepared to develop customized solutions using an array of products and services including:

Mutual Funds Life Insurance
Annuities IRAs
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Investing Basics
Useful information for the beginning investor. Learn about stocks and bonds and how to start an investment plan of your own.
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Financial Answers
Easy access to answers on hundreds of topics that may affect you, including Investing, Mutual Funds, Paying for College, Savings, Retirement Investing, 401K Plans, Disability, IRAs, Income Protection, Retirement Plan Distributions, Annuities, and Long Term Care.
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Asset Allocation
For the more experienced investor, review the importance of diversification.
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Retirement Planning
One of the most important decisions of your life could be how you plan retirement. Prepare for the future or learn which retirement payout options are best for you.
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College Planning
Take advantage of the new tax laws designed to help families that are saving for college tuition.
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Securities are offered through LPL Financial Corporation, member FINRA/SIPC. Insurance is offered through LPL Financial or its affiliates. LPL Financial is not affiliated with Sovereign Bank.

NOT FDIC INSURED | MAY LOSE VALUE
NO BANK GUARANTEE | NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT ENTITY

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial's U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
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