Trusts & Investments

Experienced and Certified

Our Trust Services

We are here to help you succeed.

Our Officers have extensive experience with a focused commitment to providing attentive, personal service to complement your estate planning, investment, retirement, and continuity needs. We provide a fully disclosed and competitive fee structure based upon the market value of the assets under management and the type of services performed.


Turn to us for any of the following services:

I liked the personal, friendly, and competent service. - David R.
  • Full Investment Services
    For individuals, trusts, and retirement accounts with careful selection of the appropriate objectives for you, including distribution and tax planning strategies.
  • Asset Management, Trust Administration and Wills and Probate
    We serve as trustee or as agent for a trustee or other fiduciary, or to you individually, to provide all the necessary tools for managing your assets, reporting and compliance.
  • Professional Fiduciary
    We are experienced, bonded, ethical, and regulated for your security and peace of mind. We specialize in handling family matters through successive generations.

We help you make wise investment decisions that suit your personal goals and lifetime planning objectives.

Count on the team at Piscataqua Savings Bank's Trust & Investment Department to help you make wise investment choices and estate planning decisions that suit your personal goals and lifetime planning objectives.

We'll work closely with your attorneys, accountants and other key advisors for a coordinated and highly personalized approach. We'll provide you and your family with exceptional services no matter where you are in your financial planning process.

Turn to us for the service you deserve.


Our Trust Department

I've been a regular customer of PSB for many years but didn't realize I could also have my investments and retirement monies coordinated all under one roof. I'm ready to simplify my life and prepare for retirement and can't think of any bank I have more confidence in - Steven L.

Brianna Adams:

Juris Doctor (J.D.), Master of Laws in Estate Planning, VP/Trust Officer, providing customized fiduciary services on behalf of the bank as corporate trustee while enhancing client relationships through the generations.

Thomas J. Queeney:

Certified Trust & Financial Advisor (CTFA), Certified Financial Planner (CFP®) and Accredited Estate Planner (AEP®), VP/Trust Officer, providing complementary client and fiduciary services in addition to budgeting and financial planning assistance.

Investments

Michael D. Rodier:

Certified Financial Planner (CFP®), VP/Senior Portfolio Manager, leading our customized investment services with strategic asset allocations based on economic/market/security analysis.

Corey A. Boucher

Chartered Financial Analyst (CFA), Portfolio Manager, providing investment services in conjunction with each client's or file’s investment objective and liquidity needs.

Email: trustdept@piscataqua.com

Please Note: e-mail to and from us is not secure. Customers should not e-mail us sensitive, personal identifying information such as account numbers. We will not respond to any request requiring us to e-mail personal identifying information.

 

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603-436-5250

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1-800-286-5254

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