Mutual Bank Investment Services Logo

Mutual Investment Services

You’ve worked hard for what you have and deserve to have the future you want. Your financial future depends in large on decisions you make today. When you take the time to build a financial plan you are taking the first step towards achieving your goals and we will be there with you every step of the way.

Why Invest? Developing an investment plan requires you to quantify your goals and could greatly improve your chances of achieving the retirement you have dreamed of. It could help maximize the chances of meeting the objectives in your financial plan that are appropriate and it could address your financial goals. Regardless of the state of your current financial picture, it’s always a good idea to review your financial plan and understand how it relates to your financial goals and be aware of the options you can take that can help your financial well-being.

Why have a financial advisor? Having the support and knowledge of a Financial Advisor may improve your chances of having a more secure future for you and your loved ones. We can help guide you through the process and navigate you through the steps you should be taking that best align you to reach your financial goals. You may even discover new opportunities that you didn’t think of or better understand the ones you do have and how you can improve them to better fit your specific needs.

Mutual Investment Services Offers Access to:

  • Financial Planning
  • Fixed Income
  • Retirement Planning
  • Insurance & Annuities
  • Private Asset Management
  • Education Planning
  • Alternative Investments
  • Global Wealth Services
  • Legacy Planning

Call today to schedule your complimentary consultation.

james-pierotti
James Pierotti
Financial Advisor

Office: 781-523-4002
Cell: 617-686-4386
Email James

Resources:  

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Why Invest with Mutual Investment Services?

DISCLAIMER

NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Flagship Harbor Advisors, a registered investment advisor and a separate entity from LPL Financial.

The investment products sold through LPL Financial are not insured deposits and are not FDIC insured. These products are not obligations of Mutual Bank and are not endorsed, recommended or guaranteed by or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Massachusetts. Mutual Bank and Mutual Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.