Investment Solutions Built Around Your Goals

Whether you're saving for retirement, planning for education expenses, or building long-term wealth, STC Advisors can help you explore investment solutions that align with your goals, timeline, and comfort with risk.

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Investment Options for Different Goals

No single investment solution fits every situation. Whether you're saving for retirement, education expenses, future milestones, or long-term wealth accumulation, STC Advisors can help you explore options aligned with your objectives, timeline, and comfort with risk.

Retirement Accounts

IRAs and Roth IRAs can help you save for retirement with investment options designed around your goals, timeline, and eligibility.

Best for

Individuals who want to build retirement savings with guidance from an advisor.

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Education Savings

A 529 plan can help families save for future education expenses while keeping long-term planning in mind.

Best for

Parents, grandparents, or family members planning ahead for education costs.

Brokerage Accounts

Brokerage accounts can provide access to a range of investment options based on your financial goals and comfort with risk.

Best for

Clients who want flexible investment access outside of retirement-specific accounts.

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Investment Products

STC Advisors offers a wide range of investment products to meet your financial goals. 

Best for

Clients who want diversified investment options as part of a broader strategy.

Managed Portfolios

Managed portfolios can help align investments with your goals, risk tolerance, and planning needs.

Best for

Clients who want a structured investment approach with advisor guidance.

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Support for Every Stage of Investing

Choosing investment solutions is about more than selecting accounts or products. Our advisors take time to understand your goals and help you evaluate options that fit your financial priorities and long-term plans.

Personalized Recommendations

We take time to understand your goals before discussing solutions aligned with your priorities.

Access to a Range of Solutions

Explore investment, retirement, and education planning options designed around your financial goals.

Local Advisors You Know

Work with experienced advisors who understand your community and long-term financial objectives.

Ongoing Support

Review your strategy over time as goals, priorities, and life circumstances evolve.

Let's Explore Your Options Together

Every financial journey is different. Our advisors take time to understand your goals and help you evaluate investment solutions that fit your needs.

  1. Discuss Your Goals

    Share your financial priorities, planning objectives, timeline, and questions with an advisor.

  2. Review Potential Solutions

    We'll walk through available investment and planning options that may align with your goals and circumstances.

  3. Build a Path Forward

    Work with your advisor to implement a strategy and review it as your needs evolve.

Get Started

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Work With a Local Advisor

Investment decisions can feel easier to navigate when you have someone to talk with. STC Advisors provides personalized guidance from advisors who take time to understand your goals, answer questions, and help you move forward with a plan.

Investment Products & Services FAQs

Investment options can vary based on your goals, timeline, and comfort with risk. These answers can help you prepare for a conversation with an advisor.

Yes. STC Advisors can help families explore education savings options, including 529 plans, based on their goals and long-term planning needs.

STC Advisors can help clients explore investment accounts, retirement accounts, 529 plans, investment products, managed portfolios, and other solutions available through LPL Financial.

Your advisor will take time to understand your objectives, timeline, financial picture, and comfort with risk before discussing potential options.

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Let’s Move Forward, Together

Open an account, explore your options, or receive personalized guidance from a local expert.

Get Started

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRAA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Somerset Trust Company and STC Advisors are not registered as a broker/dealer or financial advisor. Registered representatives of LPL offer products and services using STC Advisors, and may also be employees of Somerset Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of, Somerset Trust Company or STC Advisors.
Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value