Personal Financial Advisors
Feeling lost in the maze of investments? Let Thomaston Financial Services be your guide. We're not here to overwhelm you with complex jargon or push products onto you. Instead, we'll work closely with you to understand your unique financial goals and build a portfolio tailored to your needs. Our team is committed to providing you with the personalized attention and service you deserve.
Connect with a member of our team for a complimentary consultation, we're ready to advise on a wide range of products and services that can help you reach your financial planning goals.
Products and Services
- Mutual Funds
- Structured CDs
- Investment Guidance
- Retirement Planning
- Insurance: Life & Long Term Care
- College Savings
- Investment Advisory
Meet Your Local Osaic Institutions Advisors
Meet Bill Coe
Bill Coe is an Osaic Institutions Investment Advisor Representative with Series 7 and 63 registrations. He joined Thomaston Savings Bank in 1996.
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. He also assists with planning for income strategies, retirement, and college planning.
Bill currently serves on the board of the Boys and Girls Club of Greater Waterbury. He resides in Watertown with his wife and three daughters and enjoys sailing in the summer and snowboarding in the winter.
William S. Coe
Vice President, Thomaston Savings Bank
Financial Advisor, Osaic Investments Inc.
Meet Alyson Zibell
Alyson Zibell is an Osaic Institutions Investment Advisor Representative with Series 7 and 63 registrations. She joined Thomaston Financial Services in 2012 after having worked in retail services at Thomaston Savings Bank since 2008. She is 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 with her partner Dan.
AVP, Thomaston Savings Bank
Financial Advisor, Osaic Investments Inc.
Meet Amber Pinette
Amber Pinette is an Osaic Institutions Investment Advisor Representative with Series 7 and 63 registrations. She started her career at Thomaston Savings Bank in 2012 and transitioned to Thomaston Financial Services in 2014. She holds a BS in Business Administration from New England College of Business in Boston. Amber is 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 and the United Way, where she volunteers her time for the local communities. She enjoys camping, reading, cooking, and spending time with her family. Amber and her husband of 20 years reside in Thomaston with their two daughters.
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.
Investment Assistant & Sales Coordinator
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
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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.