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Our Guidance

When you have goals in mind, you need a plan – and a partner – to help you get there. We provide the guidance you need to make sense of your finances, lay out a vision and confidently take action. At the end of the day, our focus is on you, and we will help you work toward a lifetime of financial stability and well-being.


*Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. NBT Bank, NBT Wealth Management and NBT Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured NBT Bank deposits and are not FDIC insured. These products are not obligations of NBT Bank and are not endorsed, recommended or guaranteed by NBT Bank 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: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WV.


These services are offered through NBT Trust & Investments.


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