Wilmington Advisors @ M&T, represented by financial planner Joseph M. Faller in Southampton, NY, is a division of M&T Bank providing personalized financial planning and investment services. As part of a trusted regional bank, Wilmington Advisors offers clients the advantage of working with experienced advisors who understand both community values and broader market dynamics. Their services are designed to help individuals, families, and business owners achieve long-term financial goals through tailored wealth management strategies.
Specializing in investment planning, retirement readiness, and portfolio management, the firm delivers a client-centric experience supported by the resources of Wilmington Trust. With a strong commitment to fiduciary responsibility and personalized service, Wilmington Advisors @ M&T builds long-standing relationships grounded in trust and transparency. Clients also benefit from access to a wide selection of investment products and banking solutions through M&T Bank, allowing for comprehensive financial planning. Their local presence combined with the backing of a large financial institution makes them a valuable partner for both personal and business financial needs.
Website: https://www3.mtb.com/wilmington-advisors/find-an-advisor/?y_source=1_MTAxMDc2MzMyNi03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Key Services:
– Comprehensive financial planning
– Retirement and income strategies
– Investment portfolio construction and management
– Wealth accumulation and transfer strategies
– Risk assessment and insurance planning
– Business succession planning
– Tax-efficient investment strategies
– Education savings planning
