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PERSONAL SERVICES

When you think about it, personal wealth management is about helping people. We all want to make sure we’re doing what’s best for ourselves and those we care for, both today and for the long run. At NBT Investment Services, our financial consultants are here with all the guidance you need to feel confident – and stay focused on everything that counts.

Personal Goal Planning

When it comes to your finances, it pays to have a plan.

Personal Insurance

Let’s be honest. Insurance isn’t something most people want to think about.

Investment Services

A comprehensive investment strategy begins by choosing a team that’s invested in you.

Our Team

We're here to help! Contact one of our consultants today.

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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. NBT Bank and NBT Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name NBT Investment Services and may also be employees of NBT Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of NBT Bank or NBT Investment Services. Securities and insurance offered through LPL or its affiliates are:

  • Not FDIC Insured
  • Not Bank Guaranteed
  • May Lose Value
  • Not Insured By Any Federal Government Agency
  • Not a Bank Deposit

The LPL Financial registered representative(s) 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.

LPL Financial Form CRS

Your Bank (“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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.