Select Quick Guides

Are you looking for information on specific financial topics that are important to you and your family? Our Free Quick Guides can be easily downloaded to help educate yourself about the topics that may be important to you. Simply select any of the Quick Guides below that interest you.

Saving for retirement
401(k) Rollovers "Quick Guide"
Individual Retirement Plans "Quick Guide"
Making the right investment decisions
Mutual Funds "Quick Guide"
Investing Basics "Quick Guide"


Investments and Insurance products:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE
NOT A BANK DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY


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 advisor. Insurance is offered through Santander Securities LLC or its affiliates.