The right solutions to customize your plan
Look forward to achieving goals throughout your life with the advice, product recommendations and planning expertise of your Wilmington Advisors @ M&T financial professional.
Our advisors offer:
Investment Management
Investment strategies managed by a team of experienced specialists.
Mutual Funds and Exchange Traded Products (ETPs)
Annuities
Including fixed, fixed index, and variable annuities.
Insurance
Including disability, long-term care, and life insurance.
Equities
Including domestic and international stocks and American Depositary Receipts (ADRs).
Fixed Income
Including both taxable and non-taxable fixed income, such as municipal bonds.
Planning and specialized guidance
Retirement
Planning
Education
Planning
Insurance
Planning
Philanthropic Planning
Planning for Business Owners
Retirement Planning
You’ve worked hard to get where you are. We’re ready to assist you with creating a long-term plan geared toward helping you retire your way.
Education Planning
Like any financial goal, planning in advance for the cost of higher education is key. Our advisors can help you navigate your options and find the right fit for you based on your goals.
Insurance Planning
Insurance is an important component of a healthy financial plan. When was the last time you reevaluated your existing policy? Our advisors can work with you to help mitigate your unique risks.
Investing involves risks and you may incur a profit or a loss. There is no assurance that any investment strategy will be successful.
Check our background.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Financial Advisors are investment advisor representatives of, and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).
Insurance products are offered through LPL or its licensed affiliates. Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank. 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 | Subject to Investment Risks, Including Possible Loss of Principal Amount Invested
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
To read LPL Financial disclosures and agreements, please visit their site. To read the M&T Bank Cash Account Disclosure Booklet, please click here.
The content of this page is for informational purposes only. It is not designed or intended to provide financial, tax, legal, investment, accounting, or other professional advice since such advice always requires consideration of individual circumstances. Please consult with the professionals of your choice to discuss your situation.
The recommendation by M&T Bank of LPL is made pursuant to an agreement that allows LPL to pay M&T Bank for these referrals. This creates an incentive for M&T Bank to make these referrals, resulting in a conflict of interest. M&T Bank is not an investment advisory client of LPL. Please visit www.mtb.com/wilmington-advisors/disclosure for more detailed information.
Investing involves risks, and you may incur a profit or a loss. There is no assurance that any investment strategy will be successful.
©2023 M&T Bank and its affiliates and subsidiaries. All rights reserved.
M&T Digital Privacy Notice | Terms of Use Equal Housing Lender. © 2023 M&T Bank. Member FDIC. All rights reserved.
Insurance products are offered through LPL or its licensed affiliates. Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank. 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 | Subject to Investment Risks, Including Possible Loss of Principal Amount Invested
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
To read LPL Financial disclosures and agreements, please visit their site. To read the M&T Bank Cash Account Disclosure Booklet, please click here.
The content of this page is for informational purposes only. It is not designed or intended to provide financial, tax, legal, investment, accounting, or other professional advice since such advice always requires consideration of individual circumstances. Please consult with the professionals of your choice to discuss your situation.
The recommendation by M&T Bank of LPL is made pursuant to an agreement that allows LPL to pay M&T Bank for these referrals. This creates an incentive for M&T Bank to make these referrals, resulting in a conflict of interest. M&T Bank is not an investment advisory client of LPL. Please visit www.mtb.com/wilmington-advisors/disclosure for more detailed information.
Investing involves risks, and you may incur a profit or a loss. There is no assurance that any investment strategy will be successful.
©2023 M&T Bank and its affiliates and subsidiaries. All rights reserved.
M&T Digital Privacy Notice | Terms of Use Equal Housing Lender. © 2023 M&T Bank. Member FDIC. All rights reserved.