Financial Planning

Full Service Brokerage

You don't have to go it alone when it comes to making investment decisions. Our advisors can provide guidance and recommendations that suit your goals and your lifestyle. We make it easy for you to build your savings on your own terms.

401(k) Rollovers
You can maintain the tax benefits you already have in the retirement program of a previous employer by utilizing a Direct Rollover IRA. St. Mary's Financial Services will help you find the one that is right for you. Call Jack Crane at (603) 629-1524 for assistance.

Mutual Funds
We can help you select the mutual funds that best match your personal investment goals, objectives and risk tolerance.

Annuities*
Variable versus fixed, immediate or deferred, which annuities are right for you? Your St. Mary's Financial Services advisor will monitor the rates of the top annuity companies and help you choose what's best for you.

IRAs
Through UVEST Financial Services, we have access to traditional and Roth IRAs that offer greater potential for higher returns than traditional bank deposit products.

Stock and Bond Trades
We can facilitate the buying and selling of individual stocks and bonds, whether you are looking to sell inherited shares of stock or to purchase shares of a stock for your personal portfolio through UVEST.

Research and Analysis Services
Your St. Mary's Financial Services advisor can provide you with mutual fund reports, mutual fund tracking and investment screening through our extensive software and online resources.







Securities and variable annuities are offered by UVEST Financial Services, Member FINRA, SIPC. Investment Advisory Services are offered by UVEST Financial Services, an SEC registered investment advisor. UVEST and St. Mary's Bank are independent entities. UVEST financial consultants do not offer tax advice. For tax advice please refer to a qualified tax proffesional. This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
*Fixed Annuities and Insurance products are offered through St. Mary's Bank.