We're with you on the journey.

We're with you on the journey.

At M&T Securities, our process of providing investment and insurance guidance is less of a process and more of a journey. It’s about sorting out needs and wants. Idealistic goals and realistic objectives. And it’s about doing so with a guide you already know and trust.

Get a complimentary executive journal* with a review of your insurance policies.

Here’s all you have to do:

  • Click on the ‘Schedule Now’ button. Tell us when we can call you to ask a few preliminary questions and set up your insurance review.

  • After your insurance review is scheduled, we will mail your gift* with a reminder of your appointment. 

Take advantage of this limited time opportunity. There’s no obligation and your review is complimentary. Schedule your appointment online today.
Schedule Now
Your executive journal is perfect for keeping notes and keeping track of your day – includes paper, calendar, contacts page and more.
Schedule Now
*Offer valid through July 31, 2015 or while supplies last. The insurance review is offered at no cost. There is no obligation to purchase financial products or services from M&T Securities, Inc. as a result of the review. If you have any questions, call us at 1-800-724-7788.
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How It Works:

Choose an appointment type
Choose an appointment type
Select a date and time
Select a date and time
Enter your information
Enter your information
Choose an appointment type
Choose an appointment type
Select a date and time
Select a date and time
Enter your information
Enter your information
Schedule Now

Is your financial future worth 59 minutes? See how we can help.

Is your financial future worth 59 minutes?
See how we can help.

Invest 59 minutes to help you have a better understanding on what you can do today to get on the path to your financial future.

Ready to begin your journey?

Ready to begin your journey?

Schedule Now
There is no charge for the financial review or policy review, however you may pay a commission or sales charge if you make a purchase as a result of the review.

Welcome to the M&T Wayfinder

Welcome to the M&T Wayfinder

Our four-step approach can help you set a course for your financial future.

Understand

Understand

OUR DISCOVERY PHASE BEGINS WITH YOUR FIND 59 FINANCIAL REVIEW. WE’LL ASK A LOT OF QUESTIONS AND DO A LOT OF LISTENING. WE’LL GET TO KNOW YOU – AND WHAT’S IMPORTANT TO YOU.

Design

Design

ONCE WE HAVE A BETTER UNDERSTANDING OF YOUR GOALS AND OBJECTIVES, WE CAN HELP YOU DESIGN A ROADMAP FOR YOUR FINANCIAL FUTURE AND PROVIDE RECOMMENDATIONS FOCUSED ON YOUR GOALS.

Implement

Implement

THIS IS WHEN ALL THE HARD WORK GETS ACTIVATED. WE’LL HELP YOU PUT YOUR ROADMAP INTO ACTION.

Manage

Manage

AT ANY POINT IN YOUR JOURNEY, YOU CAN CALL ON US FOR GUIDANCE WHILE YOU MANAGE YOUR ACCOUNT. WE’RE HERE TO HELP YOU ALONG THE COURSE TO YOUR FINANCIAL FUTURE.