Consolidating Retirement Accounts

In or nearing retirement, everyone should begin to look closely at their funds. If you have IRAs, 401(k)s and pension plans scattered all over, you may want to consider consolidating your accounts. At Dedham Savings our SPF* Financial Representatives, Michael A. Pugliese and Megan Ruo, can help you. The Investment Center is here to answer your rollover questions and find ways to:


To learn more about consolidating retirement accounts, contact Michael or Megan. Otherwise, stop by your local branch to schedule a free, no-obligation appointment:



Main Office, Dedham Square, or East Dedham branch customers, contact Michael Pugliese.
Email: michael.pugliese@mybd.com
Telephone: 781-320-4805  
 
Norwood, Walpole, Westwood, Needham or Sharon branch customers, contact Megan Ruo.
Email: megan.ruo@mybd.com
Telephone: 781-320-4867
 


*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Consultant. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank customers.