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Sovereign Bank
Banking: Online Banking, Checking, Savings, Additional ServicesBorrowing: Mortgages, Consumer Loans, Credit CardsInvesting: Investment Services, Wealth Management, Financial Answer CenterInsuring: Life Insurance, Term Life Insurance, Long Term Care Insurance, Disability Insurance, Small Business InsuranceTools & Planning: Mortgage, Home Equity, Education, Cars, Credit, Insurance, Retirement
Investment Services   |   Wealth Management   |   Financial Answer Center

Personalized Guidance and a Range of Flexible Investment Opportunities.
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Whether you'd like to provide for college tuition, buy a vacation home or retire early, we're here to help with free advice and a wide range of investment vehicles.
We offer a broad range of retirement accounts, annuities, mutual funds, stocks, and more.
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Investing Basics
Financial Answers
Asset Allocation
Retirement Planning
College Planning
Planning is the key to reaching your financial goals—that's why we offer Sovereign customers free personal financial planning and a variety of tools.
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We provide a full range of trustee and estate planning and settlement services to help you manage securities, monitor investments, perform valuations, and file tax returns.
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Investment Philosophy
Sovereign Difference
Investment Management
Rollover IRAs
Living Trust
Estate Settlement
Custody Services
 
 
 
Investment and Insurance Products:

- Not FDIC Insured
- May Lose Value
- No Bank Guarantee
- Not a Deposit
- Not Insured By Any Federal Government Entity

Investment Services at Sovereign Bank (ISS) is a service of IFMG Securities Inc. (IFMGSI). Securities are offered through IFMGSI, registered broker dealer and a member of FINRA & SIPC. Insurance is offered through IFS Agencies, Inc. (IFSA), a licensed insurance agency. IFMGSI and IFSA are not affiliated with Sovereign Bank.
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Next Steps
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Locate a Private Client Services Representative
How May We Help You?
Premier Checking gives you more. $150 cash, for starters.
Our best interest rates, discounts on loans, $150 cash—and more.
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ATMs at CVS/pharmacy locations
Sovereign Bank ATMs now at CVS/pharmacy® locations.
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