Investments Overview

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 Consultant, Tom Benson, can provide you individualized service, and is experienced in working directly with customers like you.

Services include:

Reviewing Your Current Financial Plan
Retirement Planning
IRA, 401(k) , 403(b) , 457 plans, and TSP Rollovers
Tax Efficient Investments†
Retirement Income Strategies
Education Funding
Life Insurance
 
To get started designing your plan, contact us today to schedule a free, no-obligation appointment:
 
Contact Tom via email: Tom.Benson@mybd.com
Call him at 781-320-4805
Meet your Consultant

 †For specific tax advice, please consult a qualified tax professional.

*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.