Have you thought about investing, but are put off or intimidated by the bigger corporations? Thomaston Financial Services aims to offer the most service-oriented advice and guidance to build a portfolio tailored to your needs. Our local team, Willam Coe, Alyson Zibell, Beth Borowski, and Amber Pinette, looks forward to working with you.
Receive valuable advice on the available products and services that could help you reach your goals.
Products Available Include:
Investment & Insurance Services:
Vice President, Thomaston Savings Bank
Financial Advisor, Osaic Institutions, Inc.
Call: 860-283-3490
Bill joined Thomaston Savings Bank and Osaic Institutions, Inc. in 1996 as an Osaic Institutions Advisor Representative. He is licensed through FINRA as a general securities representative and investment advisor representative with Series 7 and Series 63 registrations, and Connecticut Life, Health, and Annuity licenses.
As Vice President of Thomaston Financial Services and an Osaic Registered Representative, Bill advises his clients on their investments and assets, including stocks, bonds, mutual funds, managed money, and annuities to include planning for income strategies, retirement planning and college planning.
Bill was previously employed at a regional bank as a registered representative and financial advisor for 7 years, and prior to that, he was employed at New Haven Savings Bank as an investment representative for 2 years.
Bill spent 5 years volunteering as a coach for the Watertown Association Youth Soccer and currently volunteers on the board with the Boys and Girls Club of Waterbury. He has a wife and three daughters living in Watertown, CT and enjoys sailing in the summer and snowboarding in the winter.
AVP, Thomaston Savings Bank Financial Advisor, Osaic Institutions, Inc.
Call: 860-283-3491
Alyson Zibell joined Thomaston Financial Services in 2012 after having worked in retail services at Thomaston Savings Bank since 2008. Alyson is an Osaic Institutions Advisor Representative with Series 7 and Series 66 registrations, and holds Connecticut Life, Health, and Annuity licenses. She is also Certified as a Retirement Income Certified Professional (RICP®), and in Social Security Claiming Strategies (CSSCS). Her experience includes working with clients in need of planning for any stage of life with stocks, bonds, mutual funds, annuities, and a comprehensive managed money approach. Through a multi-step process, she identifies goal markers to help clients achieve their desired steps in life.
Alyson holds a Bachelor’s degree from the University of Connecticut in Storrs.
In her free time, Alyson enjoys traveling the world, painting, and taking part in numerous outdoor activities, such as kayaking and biking. Alyson currently resides in Litchfield, CT with her partner Dan.
AVP, Thomaston Savings Bank Financial Advisor, Osaic Institutions, Inc.
Call: 860-283-3665
Amber started her career at Thomaston Savings Bank in 2012 and transitioned to Thomaston Financial Services in 2014. She holds a Bachelor’s degree of Science in Business Administration from New England College of Business in Boston. Amber is an Osaic Institutions Advisor Representative with Series 7 and Series 66 registrations, and holds Connecticut Life, Health, and Annuity Licenses. She is also Certified as a Retirement Income Certified Professional (RICP®), in Social Security Claiming Strategies (CSSCS), and as a Wealth Management Certified Professional (WMCP®). Amber works with clients on a holistic approach to meet their financial planning goals, including investments, risk management, and retirement needs.
Amber is an active participant in the Rotary Club in Thomaston, CT and the United Way, where she volunteers her time for the local and surrounding communities. She enjoys camping, reading, cooking, and spending time with her family. Amber and her husband of 20 years reside in Thomaston, CT with their two daughters.
Beth joined Thomaston Financial Services as Investment Assistant in 2018, and has worked at Thomaston Savings Bank since 2007 in customer 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.
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.
Use BrokerCheck to help you make informed choices about brokers and brokerage firms.
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.
