Kate Phaneuf (NMLSR# 934792) is a Premier Banker, vice president, registered representative, and Investment Adviser Representative (IAR) with nine years of financial services experience. She helps empower clients to use a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. In collaboration with a larger team, she takes the time to understand what’s important to her clients and their families, the financial resources they’ve worked hard to build, and then develops a plan that caters to their unique situation—through retirement and beyond. Kate’s daily goal is to put her clients first by providing personal advice, exceptional service and care, and building their trust and confidence through high-touch attention, in-depth conversations, and technology.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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