978-283-8200 | 160 Main Street, Gloucester, MA 01930 | 15 Martin Street, Essex, MA 01929 | HOURS
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Investment Services

Personalized service -
from a name you can trust.

At BankGloucester Financial Services, we offer highly-personalized service, information and guidance to help you make smart choices about your future. It's advice you can count on from a name you know and trust.

BankGloucester Financial Services is a division of BankGloucester. We are supported by the vast resources of the bank which allows us to provide a full range of services. From guiding you through the development of your earliest financial plan to providing advice on education expenses to helping you build a legacy for your family, BankGloucester Financial Services is ready to work with you to make it happen.

Drawing on years of investment experience, your BankGloucester Financial Services Consultant takes the time to understand your needs and goals. We have everything you need to build a fully diversified portfolio to help keep your investment strategy on track toward your desired goals.

To learn more about these products and services, or to schedule an appointment, please contact us.
Email: andrea@bgfinancialgrp.com
Phone: 978-675-9936

Our Team

Photo of BankGloucester Financial Services Team.

Left to Right: Andrea Donnelly, Marketing & Financial Coordinator; Diane Rule, Vice President, Financial Services; Joan Randazza, Executive Administrator

Diane Rule
Vice President, Financial Services
BankGloucester Financial Services

Diane Rule has spent the past 24 years guiding people through all stages of their lives with highly personalized, effective financial planning strategies.The services she offers include life planning, financial & retirement planning, and tax planning.
Click here to learn more about Diane.

Andrea Donnelly
Financial Coordinator
BankGloucester Financial Services

Andrea brings with her over 18 years of experience in the financial industry, working for both large mutual fund companies and small hedge funds. As Financial Coordinator, Andrea supports all aspects of communication, scheduling and processing, ensuring the continued quality of service and high standards that our clients have come to expect from us.
Email: andrea@bgfinancialgrp.com
Phone: 978-675-9936

Joan Randazza
Executive Administrator
BankGloucester Financial Services

With 23 years of experience in both finance and small business administration, Joan is an integral member of the team, processing and administrating all of our products and overseeing compliance.
Email: joan@bgfinancialgrp.com
Phone: 978-675-9941

        BrokerCheck - Click here to check the background of this investment professional
Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Bank Gloucester Financial Services. BankGloucester, BankGloucester Financial Services and Securities America are separate entities.
Not FDIC Insured, 
          No Bank Guarantee, May Lose Value, Not a Bank Deposit, Not Insured 
          by Any Federal Government Agency
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.