
How We Work Together
Investment Focus Areas
- Retirement Planning
- Estate & Legacy Strategies
- College Savings
- Insurance & Annuities
- Portfolio Reviews

LPL Registered Representative
Newport Office
10 North Main Street
Newport, NH 03773
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Sugar River Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are 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. Sugar River Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sugar River Bank, and may also be employees of Sugar River Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sugar River Bank. 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