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September 15, 2004
Financial Planning and Investments
to be offered at new Kennebunk Savings Bank Financial Center Location
KENNEBUNK, Maine – Kennebunk Financial Services, the newest addition
to the Kennebunk Savings Bank Financial Family, is set to meet the
financial planning and investment needs of individuals and businesses
in York County. Kennebunk Financial will be located in the newly
constructed Kennebunk Savings Bank Financial Center at 50
Portland Road (Route One), Kennebunk, across from Shoppers Village
Plaza.
Kennebunk Financial Services will offer access to comprehensive
financial planning and a full range of investment vehicles such as
mutual funds, stocks and bonds, annuities, college savings plans,
personal retirement accounts and company retirement plans through a
contractual relationship with Linsco/Private Ledger (LPL), a
registered investment advisor and broker dealer, member FINRA/SIPC.
John Gurski CFP®, Financial Consultant and LPL Registered
Representative, will head up the operation. Gurski, a Kennebunkport
resident, earned a BA from the University of Southern Maine and his
MBA from Suffolk University in Boston, MA. He earned the Certified
Financial Planner™ or CFP, designation in 2000. His previous
experience includes work as an investment consultant at McDonald
Financial Group at Key Bank in Portland, and vice president at JP
Morgan Chase in Boston. He was also previously associated with Scudder
Investments in Boston.
“I am very pleased to be part of the Kennebunk Savings Bank
family,” notes Gurski. “The goal of Kennebunk Financial Services
is to work personally with each client to build a financial plan that
meets their present and future financial needs – whether it’s
saving for college, a second home, or retirement. Being at the new
Kennebunk Savings Bank Financial Center with Kennebunk Savings Bank
and Morris Insurance Services allows us to offer customers
unparalleled convenience. And working in concert, we’ll be able to
offer a more comprehensive approach to their complete financial needs
– from personal and business banking to insurance and investments.
”
The new Kennebunk Savings Bank Financial Center is the first financial
center of its kind in Maine and is one of the few in New England to be
built specifically to offer banking, insurance, and investments. The
center, located at 50 Portland Road, Kennebunk, will have a public
grand opening celebration, complete with a sweepstakes and special
gifts for customers, beginning on Tuesday, September 21st.
Kennebunk Financial Services is a name for the non-deposit investment
program offered by Linsco/Private Ledger, member FINRA/SIPC, an
independent registered broker-dealer offering securities and insurance
products, which is not affiliated with Kennebunk Savings Bank. These
products are not a deposit, are not FDIC insured, not insured by any
federal government agency, not guaranteed by the bank or any
affiliate, and may be subject to investment risk, including possible
loss of value.
Linsco/Private Ledger Corp (LPL) is the nation’s leading independent
broker/dealer based on total revenues*, with over 900 staff members headquartered in Boston and
San Diego. LPL has over 5,100 investment professionals located in
offices and financial institutions throughout the United States and
has custodied assets in excess of $65 billion.
*Financial Planning Magazine, June 2005
For more information contact:
Heather Harris
Community Relations Officer
Kennebunk Savings Bank
1-800-339-6573 |
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