Our vision at Dedham Savings is to provide our customers superior financial solutions, comprehensive products and an unparalleled service experience.
The partnership you have with Dedham Savings extends to The Investment Center at Dedham Savings, through our broker dealer Sorrento Pacific Financial, LLC (SPF*).
Whether you’re looking for overall financial guidance, assistance with a specific financial goal or creating a comprehensive financial plan, we’re here to help.
Our SPF Financial Representatives, Tom Benson and Bob Breslin, provide individualized service, and they are experienced in working directly with customers like you.
Reviewing Your Current Financial Plan
IRA, 401(k) , 403(b) , 457 plans, and TSP Rollovers
Tax Efficient Investments†
Retirement Income Strategies
To get started designing your plan, contact us today to schedule a free, no-obligation appointment.
|Main Office, Dedham Square, or East Dedham branch customers, contact Tom Benson.|
|Norwood, Walpole, Westwood, Needham or Sharon branch customers, contact Bob Breslin.|
†For specific tax advice, please consult a qualified tax professional.