Retirement Planning

Many of us look forward to the day when we’ll be spending time with the grandkids and not time sitting in traffic on the way to the office. However, retirement does not simply begin at 65; it’s a journey that begins today.
 
At Dedham Savings, our SPF* Financial Representatives, Michael A. Pugliese and Megan Ruo, will meet with you to uncover your needs and long-term goals, then build a complimentary financial plan, that will help you to uncover: 

 
To learn more about retirement planning, contact Michael or Megan. Otherwise, stop by your local branch today 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.