Business Financial Advisors
Thomaston Financial Services is committed to providing personalized, service-oriented investment guidance to businesses of all sizes. Our local insights and tailored solutions help businesses make smart investments for today and tomorrow. Whether you're just starting out or planning for the future, our team is here to guide you through every stage of your business journey.
Complimentary Financial Consultation
Connect with a member of our team for a complimentary consultation.
Products and Services Available:
- Mutual Funds
- Investment Guidance
- Annuities
- Retirement Planning
- Stocks
- REITs
- College Savings
- Bonds
- Investment Advisory
- IRAs
- Structured CDs
- Insurance: Life & Long Term Care
Meet Your Local Osaic Institutions Advisors
William Coe
Vice President, Thomaston Savings Bank
Financial Advisor, Osaic Investments Inc.
Investment Assistants
Meet Beth Borowski
Beth joined Thomaston Financial Services as Investment Assistant in 2018, and has worked at Thomaston Savings Bank since 2007 in client service. Beth graduated from the Connecticut School of Finance & Management in 2014, and she is a resident of Terryville.
Beth looks forward to assisting both clients and advisors to carry out their financial strategies.
Meet Kurt Sagendorf
Kurt joined Thomaston Financial Services in 2023 after transitioning from retail services at Thomaston Savings Bank. He is currently pursuing his Bachelor's degree in Finance at Post University. He is passionate about building client relationships while assisting the advisors in carrying out financial strategies.
Originally from Woodbury, Kurt now resides in Waterbury with his significant other. In his free time, he enjoys going to the gym, hiking, and snowboarding in the winter.
Get in Touch with Thomaston Financial Services
Fill out the form below to schedule a complimentary consultation with an Osaic Financial Advisor.
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Investment and insurance products:
Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value | Are Not Deposits | Are Not Insured by Any Federal Government Agency
Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Thomaston Financial Services is a subsidiary of Thomaston Savings Bank. Osaic Institutions is not affiliated with either entity. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.