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Personal Financial Planning & Investment Services

Saving for Tomorrow is Important, So Don’t Miss Out On What You Could Be Doing Today

Backed by a team of local Osaic Institutions advisors who are committed to helping you grow, Thomaston Financial Services aims to take all of the questions out of investing. From your child’s college tuition to your personal wealth, investing can help you prepare today for the financial goals you want to reach in the future.

Schedule a Consultation

Get the strategic direction you need to reach your goals.

Work With a Trusted Partner

Receive Valuable Advice

Build a Plan Designed for You

Products & Services

Get a long-term investment strategy with financial planning that focuses on quality—so that you can invest with confidence.

Your Local Financial Advisors

Thomaston Financial Services’ advisors are located in-office at the bank, ready to help you understand your statements or answer questions about how your investment is performing. And as your financial situation changes, they will help you adjust your portfolio accordingly, keeping your best interests at heart.

Fill out your information below to schedule a complimentary consultation with an Osaic Institutions Financial Advisor.

Headshot of William Coe

William Coe
Osaic Institutions Financial Advisor

565 Main Street
Watertown, CT 06795

Headshot of Alyson Zibell

Alyson Zibell
Osaic Institutions Financial Advisor

203 Main Street
Thomaston, CT 06787

Headshot of Amber Pinette

Amber Pinette
Osaic Institutions Financial Advisor

40 Middle Street
Bristol, CT

Headshot of Beth Borowski

Beth Borowski
Investment Assistant

565 Main Street
Watertown, CT


Kurt Sagendorf
Investment Assistant

565 Main Street
Watertown, CT

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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.