Our Approach
At S&B Financial Services, we help take the mystery out of investing and preserving wealth. How? By asking questions about you and your life goals, then recommending ways to help build, manage, protect and distribute your wealth.
Located at Saco & Biddeford Savings, we’re backed by Cetera Investment Services, a prominent national broker dealer firm. We deliver the industry’s leading financial solutions in the comfort and security of a place you know and trust – coastal southern Maine.
Learn about our six-step financial planning process.
Advisory services may only be offered by investment adviser representatives.
S&B Financial Services is a marketing name of Cetera Investment Services. Securities and insurance offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity. Investments are:
- Not FDIC/NCUSIF insured
- May lose value
- Not financial institution guaranteed
- Not a deposit
- Not insured by any federal government agency.
View Cetera Investment Services privacy policy and other important information
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Cetera Investment Services LLC registered branch office: 260 Main Street, Saco, ME 04072
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