Investment Services

Life in the Hudson Valley is rich and rewarding, and at Hometown Bank, we want to assist in your financial planning so that you can experience life to the fullest.

Focused Wealth Management at Hometown Bank is your neighborhood resource for accessing savings and investment options that will be tailored to your needs and aspirations. Whether you’re saving for college, funding your retirement or financing any other long-term goal, we will help you find the investment instruments that provide growth, income and favorable tax treatment.

Focused on Informed Decisions

Our investment specialists will guide you through the myriad investment choices that exist so that your money is invested properly and you don’t feel overwhelmed by options. We will find the investments whose objectives reflect your financial goals and adhere to your risk tolerance.

Here to Answer Your Investment Questions

With four locations in Orange County, we’re always available to answer questions and offer advice. As your financial situation changes, we will review your portfolio to ensure that your investments are properly diversified to match your stage of life.

Quality Investments for the Long Term

We are committed to long-term investment strategies that balance risk and return, and our investment options are made available through Securities America, Inc., a trusted partner.

Investment Products and Services

  • Fixed and variable annuities
  • Growth mutual funds
  • Income mutual funds (including tax-free funds)
  • 529 college savings plans
  • Traditional and Roth IRAs
  • Small-business retirement plans
  • Group employee benefit plans

Contact us today at (845) 778-2171 to start planning for your future and arrange a free, no-obligation confidential financial review with our investment representatives. We look forward to working with you.

Securities and insurance products are offered through Securities America, Inc.  Member FINRA-SIPC.

Not FDIC Insured

No Bank Guarantee

Not a Deposit

May Go Down In Value

Not Insured By Any Federal Government Agency