Personal Services

When you think about it, personal wealth management is about helping people. We all want to make sure we’re doing what’s best for ourselves and those we care for, both today and for the long run. At NBT Investment Services, our financial consultants are here with all the guidance you need to feel confident – and stay focused on everything that counts.  

Personal Goal Planning

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Personal Insurance

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Investment Services

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Our Team

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Broker Check by FINRA

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. NBT Bank and NBT Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name NBT Investment Services and may also be employees of NBT Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of NBT Bank or NBT Investment Services. Securities and insurance offered through LPL or its affiliates are:

  • Not Insured by FDIC or Any Other Government Agency
  • Not Bank Guaranteed
  • Not Bank Deposits or Obligations
  • May Lose Value

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WV.


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