investments

Helping to build wealth for your future, family and/or business. Developing a strong portfolio of stocks, bonds and other investment products is one of the best ways to help build your wealth, enjoy a secure retirement, create an estate of assets to pass on to your children, and build and preserve business assets. Finding a reliable investment advisor can help you make smart decisions on a wide range of products based upon your specific needs and goals.
A name you can trust
  • At Webster Five, our advisors work with Raymond James Financial Services, one of the nation’s largest and most respected investment management firms, to bring our customers their depth of experience and insight. This allows us to offer a full range of investment products, services and expertise for you or your business.
A road map you can follow
  • Our experienced financial planners will examine your current financial picture, listen to your goals and provide unbiased advice. We will develop a financial plan that will serve as a “road map” to your future financial objectives. And as your needs evolve, we can change and manage your financial plan accordingly.
    We offer the following services:
    • Estate planning
    • Investment planning
    • Education planning
    • Retirement planning
    • Insurance planning
    • Business succession planning
  • To schedule your free, no-obligation investment consultation, or for more information, please contact Michael Carnevale, Branch Manager/Financial Advisor, at michael.carnevale@raymondjames.com, or call 800-657-9126. 400 Southbridge Street, Auburn, MA 01501.

  • Check the background of this investment professional on FINRA's BrokerCheck.

How can we help you today?