Respect is financial guidance that's personal, not typical.

 

Investment Disclosures

Form CRS

Disclosures

Welcome to Santander Investment Services.

You have ideas for the future. Whatever your vision, Santander Investment Services can help create a clear, easy-to-understand financial strategy, personalized for you.

 

Santander Investment Services activates its Business Continuity Plan

Santander and Santander Securities LLC (“SSLLC” or “Firm”) is closely monitoring the developments of the coronavirus (COVID-19) situation and following the guidance from relevant authorities, including the Centers for Disease Control and Prevention, the World Health Organization and various US state and local governments. As a result of this situation, SSLLC has activated its Business Continuity Plan (“BCP”). SSLLC has taken this action to ensure that it continues to service customers, while taking precautionary measures to help mitigate the risk of contagion, including suspending non-essential business travel, and postponing, cancelling or moving larger group meetings to a virtual format, and reducing onsite staff to essential employees only.

While in its BCP, SSLLC will continue to work to ensure no disruption of its business or operations. We are confident that there will be no significant impact on SSLLC’s ability to provide its customers with the same level of service as it does today.

Contact Your Santander Investment Services Financial Consultant

During this time, you may continue to contact your Santander Investment Services Financial Consultant (“FC”) either at their regular branch phone number or through his/her Santander Investment Services email. Should you not have a phone number or an email address for your FC, you may contact the Firm’s Customer Service Center at 1-866-736-6475 for assistance.

Sending Documentation

If you are unable to communicate with or provide documentation to your FC via email, an additional option is to send such correspondence to SSLLC’s home office location at:

Santander Investment Services
2 Morrissey Boulevard
Mail Code: MA1-MB2-03-17
Dorchester, MA 02125

 

  • Investment
    Services
  • Investment
    Options
  • Investment
    Planning Tools

Investment Services

We understand investing is personal.

As a Santander Investment Services customer, you’ll enjoy a working relationship that includes unlimited access to a Santander Investment Services Financial Consultant (Financial Consultant) at your local branch.

Meeting with your Financial Consultant.

Your Financial Consultant can help you create a clear, easy-to-understand financial strategy, personalized for you.

Ready to get started? Find a Financial Consultant near you.

Available financial planning services.

Whether your investment needs are simple or sophisticated, we offer access to a full range of financial services.

Retirement Planning:

To achieve a comfortable retirement, you’ll need a plan. Now is the time to meet with your Financial Consultant to create and customize a plan designed to meet your unique needs.

Portfolio Management:

Building a diversified portfolio that reflects your investment objectives and your risk tolerance is a goal we can help you achieve.

Income Planning:

You’ll need a strategy that considers tax implications and helps shield what you’ve spent a lifetime earning.

College Planning:

A 529 College Savings Plan is a tax-advantaged way to effectively manage your money and finance higher education costs.

Let’s make a plan.

Get started today by locating a Financial Consultant near you.

Investment Options

Investment Options.

Investment options aren’t just for those planning for retirement, or for those with a high net worth. We offer a suite of financial strategies to help you navigate every life goal at every life stage.

Want to get started with a financial professional who can provide you with guidance today? Find a Santander Investment Services Financial Consultant (Financial Consultant) near you.

Retirement Products.

Santander Investment Services offers a wide range of retirement and investment strategies that you can use to help plan for a financially secure retirement.

Mutual Funds:

Mutual funds are a cornerstone of today’s active portfolio. Our Financial Consultants will help you choose investment options that are in line with your risk tolerance, time horizon, and investment goals.

Asset Allocation:

A smart asset allocation strategy1a balances risk and reward, helping you potentially achieve better returns while minimizing overall investment risk.

Managed Strategies:

Managed strategies are now available to most investors. Santander Investment Services provides options for competitively priced managed accounts with an initial minimum investment requirement of $25,000.

Annuities:

Annuities can help protect against market uncertainties, such as market performance and inflation rates, and can provide a steady stream of retirement income.

Life Insurance:

While you can't predict the future, personal insurance strategies from Santander Investment Services can help you plan for the unknown.

Let’s make a plan.

Get started today by locating a Financial Consultant near you.

1aAsset allocation does not ensure a profit or protect against a loss in declining markets.

Investment Planning Tools

[close]

IMPORTANT: The projections or other information generated by MoneyGuidePro regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

This calculator and the accompanying report are for illustrative purposes only, do not represent actual or future performance of any investment product or any other specific product, and actual results will vary with each use and over time. Past performance is no guarantee of future performance. This is not an offer for sale of securities, insurance products, or advisory services.

Information Provided by You:
This report has been prepared based on the information provided by the individual and is believed to be accurate as of the date completed. Information that you provided about your assets, financial goals, and personal situation are key assumptions for the calculations and projections in this report. The accuracy of the information provided by the individual is not guaranteed. This report does not ensure a profit or provide a guarantee against a loss. If any of the projections used in this report are not realized, then the report will not be accurate.

Assumptions and Limitations:
MoneyGuidePro offers several methods of calculating results, each of which provides one outcome from a wide range of possible outcomes. All results use simplifying assumptions that do not completely or accurately reflect your specific circumstances. No plan or report has the ability to accurately predict the future. As investment returns, inflation, taxes, and other economic conditions vary from the MoneyGuidePro assumptions, your actual results will vary (perhaps significantly) from those presented in this Report.

All MoneyGuidePro calculations use asset class returns, not returns of actual investments. The projected return assumptions used in this Report are estimates based on average annual returns for each asset class. The portfolio returns are calculated by weighting individual return assumptions for each asset class according to your portfolio allocation. The portfolio returns may have been modified by including adjustments to the total return and the inflation rate. The portfolio returns assume reinvestment of interest and dividends at net asset value without taxes, and also assume that the portfolio has been rebalanced to reflect the initial recommendation. No portfolio rebalancing costs, including taxes, if applicable, are deducted from the portfolio value. No portfolio allocation eliminates risk or guarantees investment results.

The information on this website does not constitute either tax or legal advice. Investors should consult with a financial, tax, or legal professional regarding their individual situation.

Securities and advisory services are offered through Santander Investment Services, a division of Santander Securities LLC. Santander Securities LLC is a registered broker-dealer, Member FINRA and SIPC and a Registered Investment Adviser. Insurance is offered through Santander Securities LLC or its affiliates.

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED

NOT BANK GUARANTEED

MAY LOSE VALUE

NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

NOT A BANK DEPOSIT

What’s your approach to managing your finances?

Whether your personal style is hands-on or hands-off, Santander Investment Services offers the financial tools and resources you need to build a smart investment strategy.

Quarterly Market Update

Santander Investment Services provides a Quarterly Market Update prepared by CLS Investments for our customers to stay up-to-date on the latest insights.

Retirement Calculator

When you’re planning your retirement, being calculated is a good thing. Get started here.

IMPORTANT: The projections or other information generated by MoneyGuidePro regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Securities and advisory services are offered through Santander Investment Services, a division of Santander Securities LLC. Santander Securities LLC is a registered broker-dealer, Member FINRA and SIPC and a Registered Investment Adviser. Insurance is offered through Santander Securities LLC or its affiliates. More.

Financial Resources:

Your resource for a strong investment strategy? A Santander Investment Services Financial Consultant (Financial Consultant).

Find a Financial Consultant near you.

Advantages of Working with our Financial Consultants:

Identify Your Goals. Before we ever talk about our products or our strategies, we first want to understand your situation and your point of view. So we listen. Then we discuss your future to establish priorities and identify your goals. As we gain a clear understanding of what you hope to accomplish and where you want to be, we’ll create a personalized strategy designed to help get you there.

Integrate Your Investment Strategy. We integrate your financial goals into an investment strategy with an eye toward supporting your personal objectives. This strategy will outline your investment objectives, specific investments, your time horizon, and specific asset allocation, along with recommendations to help you reach them.

Develop Your Financial Strategy. Whether you’re looking to plan your retirement, save for tuition costs, purchase another home, or secure your legacy, we’ll design a financial strategy to help you achieve your personal goals, within your time horizon and risk tolerance.

Set Financial Check-up Meetings. We’ll meet with you to review your goals and objectives on a regular basis. In these meetings, we can realign your strategy to adjust to changes in the market and your life stage.

Every smart investor relies on access to the right resources. This knowledge can help you make informed choices that enhance your personal prospects.

Ready to get started?

Find a Financial Consultant near you.

Useful Links:

The market update is authored by CLS Investments, LLC and is being presented by Santander Investment Services. The information contained in this material should not be construed as an endorsement or adoption of any kind by Santander Investment Services or Santander Securities LLC, who are not affiliated with CLS Investments, LLC. The views expressed herein are exclusively those of CLS Investments, LLC, and are not meant as investment advice and are subject to change. No part of this report may be reproduced in any manner without the express written permission of CLS Investments, LLC.

The information in this market update is intended for informational/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. The information in this market update does not constitute either tax or legal advice. Investors should consult with a financial, tax, or legal professional regarding their individual situation.

Investors should consult with a financial, tax, or legal professional regarding their individual situation.

Securities and advisory services are offered through Santander Investment Services, a division of Santander Securities LLC. Santander Securities LLC is a registered broker-dealer, Member FINRA and SIPC and a Registered Investment Adviser. Insurance is offered through Santander Securities LLC or its affiliates.

INVESTMENT AND INSURANCE PRODUCTS ARE:
NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A BANK DEPOSIT

Santander Securities LLC U.S. registered representatives may only conduct business with residents of the states in which they are properly registered. Please note that not all of the investments and services mentioned on this website are available in every state.

The content on this website is intended for informational/educational purposes only and should not be construed as investment advice, a solicitation, or a The content on this website is intended for information/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. The information on this website does not constitute either tax or legal advice. Investors should consult with a financial, tax, or legal professional regarding their individual situation.

Investments are subject to risk, including the loss of principal. Because investment returns and principal values fluctuate, shares may be worth more or less than their original value. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results.

Third-party links are provided to you as a courtesy. We make no representation as to the completeness or accuracy of information provided at these websites. Information on such sites, including third-party links contained within, should not be construed as an endorsement or adoption by Santander Securities LLC or Santander Investment Services of any kind.