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Retirement Planning - Update

In an effort to better serve the financial needs of all of our customers, we have decided to discontinue the operation of our Financial Services Division and will be transitioning the line of business to a strategic partner, Synergy Financial Group. Synergy is a locally-owned and operated team of financial services specialists. Their team has the industry knowledge, integrity and client-first attitude that our customers expect, which is why we chose to partner with them. Together, we will make every effort to make this transition as smooth and seamless as possible.

Transitioning the Financial Services division will enable us to better focus our resources on the bank's core areas of expertise: providing the best business and personal banking products with unbeatable, personalized customer service. This transition is effective as of Monday, Novemeber 14, 2016.

Existing clients 

Exisitng clients will experience no change to their account numbers with either LPL Financial or the product providers (mutual fund, insurance companies, etc.). This was the advantage of outsourcing to another LPL program. Synergy will have access to all of your accounts and files.You will be contacted by a specialist from Synergy Financial Group in the very near future. 

You may have some general questions about this transition. Please feel free to contact our Director of 1st Mariner Financial Services, J. Paul Phelan at 443-725-1457 or via email at James.Phelan@lpl.com.

For specific questions about your investments, or to schedule a confidential financial review, you can call Synergy Financial Group at 410-825-3200.

NOT FDIC Insured Not Bank Guaranteed May Lose Value
NOT a Bank Deposit    Not Insured by Any Federal Government Agenc

 

 

Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. 1st Mariner Bank and 1st Mariner Financial Services Inc. are not registered broker/dealers and are not affiliated with LPL Financial. Investment Advisory Services offered through LPL, a Registered Investment Advisor. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: MD.



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