October Mountain Financial Advisors
At Lee Bank, we strongly believe that discretionary portfolio management and financial planning services are essential to our mission of being a full service community bank.
With October Mountain Financial Advisors, we offer an independent approach to wealth management, which puts the emphasis on the client, our community, and delivery of the utmost service and expertise.
October Mountain Financial Advisors is a strategic alliance between St. Germain Investment Management, Inc., a registered Investment Advisor, and Lee Bank. St. Germain, based in western Massachusetts, is a privately-owned company that has been providing investment advice since 1924.
October Mountain Financial Advisors’ professionals live and work in Berkshire County, enabling them to provide the following services at a personal and local level:
- Discretionary Investment Portfolio Management
- Asset Allocation Strategies
- Retirement Planning
- Foundation and Endowment Services
- Financial Planning
- Trust and Estate Planning
- Custody Services
Learn more about October Mountain Financial Advisors online. For more information, please call 413.243.4331 or email [email protected].
Investment and Mutual Fund products are not bank products and are not insured or guaranteed by the FDIC or any other agency of the United States and are not deposits or obligations or nor guaranteed or insured by any bank or bank affiliate. The market value of securities and mutual funds are subject to investment risk, may fluctuate in value, and may result in a loss of principal.