Lowell, MA – David E. Wallace, President and Chief Executive Officer of Lowell Five Bank recently announced a new arrangement with KAF Financial Advisors, LLC (“KAF”) and Lincoln Investment.
“Lowell Five is very excited about this new agreement. Similar to Lowell Five Bank, KAF advisors are fully committed to providing quality wealth management products and services. We couldn’t have chosen more like-minded people who share our core values”, said Dave Wallace.
James C. Shannon IV, CFP and Thomas McCarthy, ChFC at KAF, work in conjunction with Amy Fernandez, Financial Services Representative at Lowell Five to provide personal and business financial planning consulting services to Lowell Five customers. KAF consultants employ a comprehensive approach to wealth management offering services which include, but are not limited to, investment advisory services and insurance. Using financial modeling to analyze the client’s situation, KAF advisors evaluate alternatives when developing a financial strategy.
According to Shannon, “Our team is honored to be selected as the wealth management advisors for the Lowell Five Bank. We are eager to leverage our experience and skills to service the needs of Lowell Five customers through our customized financial planning experience.”
About Lowell Five
Lowell Five is a trust worthy community bank that provides comprehensive loan, deposit, insurance and investment products for individuals, businesses, municipalities and non-profit organizations across 16 convenient locations throughout the Merrimack Valley and Southern New Hampshire. Lowell Five is a locally governed and managed full-service bank with over 160 years of consistent strength and stability. Deposits are insured in full through both the Federal Deposit Insurance Corporation (FDIC) and the Depositors Insurance Fund (DIF). For more information, call 800.931.FIVE or visit www.lowellfive.com.
About KAF Financial
KAF Financial Advisors, LLC was founded to provide personal and business financial planning for their clients. The advisors provide innovative and diverse financial services by blending technical skills and experience to help solve financial issues. They develop solid financial plans based on each client’s unique needs for the future. Their team of highly skilled specialists are dedicated to creating long-term strategies that help develop a client’s overall financial well-being. For more information call (781) 356- 2200 or visit http://www.kaffinancialadvisors.com/
Products offered through KAF Financial Advisors, LLC and Lincoln Investment are not FDIC Insured. May Lose Value No Bank Guarantee.
Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC www.lincolninvestment.com. KAF Financial Advisors, LLC and the above firms are independent and non-affiliated.
Lincoln Investment and KAF Financial Advisors, LLC are not affiliated with the Lowell Five Cent Savings Bank.
About Lowell Five Bank
Lowell Five is a trusted community bank that provides comprehensive loan, deposit, insurance, and investment products for individuals, businesses, municipalities, and non-profit organizations across 16 convenient locations throughout the Merrimack Valley and Southern New Hampshire. Lowell Five is a locally governed and managed full-service bank with over 165 years of proven strength and stability, and a 5-star rating by Bauer Financial Deposits are insured in full by both the Federal Deposit Insurance Corporation (FDIC) and the Depositors Insurance Fund (DIF). For more information, call 978.452.1300 or visit us online at lowellfive.com.