Experienced and Certified
Our staff has 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:
- 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.
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.
Thomas J. Queeney:
Certified Trust & Financial Advisor (CTFA), Certified Financial Planner (CFP®) and Accredited Estate Planner (AEP®), VP Senior/Trust Officer, providing complementary client and fiduciary services in addition to budgeting and financial planning assistance.
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.
Trust officer bringing a wealth of experience in retirement planning, income planning and risk management.
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.
Chartered Financial Analyst (CFA), Portfolio Manager, providing investment services in conjunction with each client’s or file’s investment objective and liquidity needs.
Satisfaction surveys are sent to our clients after their loan closings & account openings.
Trusts & Investments FAQ
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Portfolio Account Link(PAL)
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