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MCB Financial Services

at MANSFIELD BANK   

  

Financial Fitness is a Life-Long Exercise.

We Work with You Every Step of the Way

  • We have clients right out of school, new to full time work and facing questions of savings and investing.
  • Young families are our clients, and we consult with them on planning for their children's education, on life insurance, achieving the lifestyle they wish for their family, and more. 
  • We serve many clients approaching retirement, some at the peak of their financial fitness, to keep them strong in the face of ever-changing rules and regulations.   
  • Retirees are our clients, relying on us to maximize their fiscal longevity to get the most out of their golden years.

Whatever your stage of life, we can help you get and stay financially fit. 

Richard Bergeron and David Santoro are CERTIFIED FINANCIAL PLANNER™ practitioners with decades of experience.

Call or email us for a no commitment consultation.

Learn more

 MCB_Oct_19

Richard, Katerina & David
The MCB Financial Services Team

BrokerCheck

The financial advisors of MCB Financial Services offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC (www.FINRA.org /www.SIPC.org), a Registered Investment Adviser. Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment. Mansfield Bank is not a registered broker-dealer or Registered Investment Adviser. Mansfield Bank and Commonwealth are separate and unaffiliated entities.

This communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, MA, MD, ME, NC, NH, NJ, NM, OH, PA, RI, SC, TX, VA, WA.  No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

MCB Financial Services at Mansfield Bank
80 North Main Street
Mansfield, MA

508-851-3639

 

 

 

 

 

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