BayCoast Financial Services
BayCoast Financial Services helps you define your objectives.
We explain the alternatives available to pursue those
objectives so you have all the information to make your investment choices.
Paul M. Cloutier, Nathan Rego, and Michael O'Leary can help you safeguard your financial future and
turn your goals into a reality.
Paul M. Cloutier
We provide access to a wide range of quality investment products and services such as:
- Retirement Planning
- Income Strategies
- 401(k) and 403(b) Rollovers
- Mutual Funds
- Fixed and Variable Annuities
- IRA, SEP IRA and SIMPLE IRA Plans
- Free Portfolio Analysis
- College Planning
To schedule an appointment or for more information
call Paul M. Cloutier at 508-675-4454, Nathan Rego at 508-742-4721, or Michael O'Leary at 508-491-3634.
Investment products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. BayCoast Financial Services is a subsidiary of the BayCoast Bank. Infinex is not affiliated with either entity. Products and services made available through Infinex are not insured by the FDIC, DIF or any other agency of the United States, and are not deposits or obligations of nor guaranteed or insured by BayCoast Bank or any of its affiliates. These products are subject to investment risk, including the possible loss of the principal amount invested.