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If you are an LPL Financial client and need help gaining online access to your account, please call (762)-383- 6220. We are available Monday-Friday between 9-5 EST.

NO MATTER WHERE YOU ARE IN YOUR FINANCIAL JOURNEY,

we will guide you every step of the way.

As you plan for your future, you may have some questions we can help you answer.

 

HOW DO I ACHIEVE FINANCIAL INDEPENDENCE?

What can I do to improve my financial future?

How much should I be saving to meet my financial objectives? Where and when do I start?

 

HOW DO I TRANSITION INTO RETIREMENT?

Is my money in the right places?

Am I prepared for unanticipated risk?

Am I on track to meet my financial objectives?

 

HOW DO I START LEGACY PLANNING?

Am I prepared for healthcare related expenses, like long-term care?

What if I'm a care giver for an aging parent?

How do I go about generational wealth planning for my family?

OUR TEAM OF EXPERIENCED ADVISORS CAN HELP YOU

make informed decisions for your future.

PERSONAL FINANCIAL PLANNING

RETIREMENT PLANNING

MANAGING YOUR INVESTMENT PORTFOLIO

RISK MANAGEMENT

DISTRIBUTION & INCOME PLANNING

CASH FLOW PLANNING

INSURANCE ASSESSMENT

TAX PLANNING

BUSINESS FINANCIAL PLANNING

DEBT MANAGEMENT

Our Investment & Insurance Team

What is our financial planning process?

1

DISCOVERY MEETING

During this initial meeting, we take time to get to know you and give you time to better get to know us. We will discuss your financial goals and desires to get a better understanding of how we can serve you to help you work towards your goals.

2

ANALYZE AND DEVELOP

We will analyze your current financial situation to develop recommendations personalized to your financial situation.

3

PRESENT, IMPLEMENT AND MONITOR

We will present our recommendations to get your feedback and mutually determine if it is a good fit for you. We will implement the agreed upon recommendations and monitor the progress towards your goal. If there are changes in your personal or financial life, then we will adjust our plan accordingly.

Our Financial Advisors are able to offer these personalized investment solutions

INVESTMENTS

  • Stocks
  • Mutual Funds
  • Corporate, government & municipal bonds
  • UITs
  • ETFs
  • Managed accounts
  • REITs
  • College savings and 529 plans
  • Principal protected notes & certificates

INSURANCE & ANNUITIES

  • Life insurance - whole, term & key person
  • Disability income
  • Long-term care
  • Fixed Annuities
  • Variable Annuities
  • Indexed Annuities
  • Immediate Annuities

RETIREMENT ACCOUNTS

  • IRA Services - Rollover, Traditional, Roth & Inherited
  • 401 (K)/403(b) accounts
  • SEP
  • Simple IRA
  • Deferred compensation plans
  • ESOPS
  • Profit sharing
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  • Have a Wealth Planner contact you.

  • By providing your contact information above, you agree that a representative of Queensborough Investments, an affiliate of Queensborough National Bank & Trust Co., may contact you via telephone and/or mail to discuss and/or offer investment products and services that may be appropriate for you. You agree that you are providing to us your consent for us to contact you regardless of any Do Not Call or Do Not Email privacy choices you may have previously expressed until you revoke this consent, or up to 90 days. You may revoke your consent at any time by notifying the Queensborough Investments representative.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Queensborough National Bank & Trust and Queensborough Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Queensborough Investments, and may also be employees of Queensborough National Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Queensborough National Bank & Trust or Queensborough Investments. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by FDIC or Any Other Government Agency| Not Bank Guaranteed| Not Bank Deposits or Obligations| May Lose Value 

 

Broker Check

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Queensborough National Bank & Trust and Queensborough Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Queensborough Investments, and may also be employees of Queensborough National Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Queensborough National Bank & Trust or Queensborough Investments. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value 

 

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Queensborough National Bank and Trust Co. (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquires that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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