Investment Services Team

The right investment team to develop the right financial strategy – for you.

Through Osaic Institutions, Inc., the investment team located at Monson Savings Bank has expertise and industry knowledge, combined with access to a broad range of savings, investment, and insurance options tailored to help individuals and businesses secure a brighter financial future. Our dedicated team takes the time to thoroughly understand your unique financial goals, enabling them to craft a personalized financial plan that aligns with your aspirations.

  • Paul Vegiard

    Vice President,
    Monson Savings Bank

    Financial Advisor,
    Osaic Institutions, Inc.

    (413) 267-1342

    Email Paul Vegiard

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    Paul is an Osaic Institutions, Inc. Investment Executive located at Monson Savings Bank. Through a conservative yet innovative approach, he specializes in helping people reach their financial goals. Paul is ready to help you develop a financial plan tailored to your personal or business goals. He has no obligation to any mutual fund or insurance company - Paul works for you, helping you move confidently toward your financial future.

  • Paul Duquette

    Vice President,
    Monson Savings Bank

    Financial Advisor,
    Osaic Institutions, Inc.

    (413) 267-1210

    Email Paul Duquette

    Learn more 

    Paul is an Osaic Institutions, Inc. Investment Executive who is located at Monson Savings Bank. With a thoughtful and strategic approach, he is dedicated to guiding individuals and businesses toward achieving their financial aspirations. Paul takes the time to understand your unique needs and will work with you to create a personalized financial plan. He is not tied to any mutual fund or insurance provider. Paul works solely in your best interest.

 

We hope you'll read more about how we can help individuals and businesses improve their financial future.

 

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Monson Savings Bank is a subsidiary of Monson Financial Services. Osaic Institutions and Monson Savings Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.