HOLIDAY CLOSING: Please note that Dedham Savings will be closed for Memorial Day on Monday, 5/26. Remember that you can bank with us anytime via ATM, Online or Mobile Banking.

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Investments & Insurance

Available through LPL Financial

Whether saving for college or planning for retirement, the LPL Financial1 Investments & Insurance team is ready to turn goals into plans. With a range of options, the team works to understand each financial situation—all so the highest quality products, services, and information can be recommended. When confidence exists in what’s next, the future always looks a little brighter.

Personal

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Personal Investments

Support children’s dreams, customize an investment portfolio, or prepare for the day retirement begins. Explore a range of IRA and Retirement Plan Options.

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Personal Insurance

With a comprehensive financial plan, the goal is to ensure adequate coverage for every individual and loved ones that you and your loved ones have enough coverage. From life insurance to long-term care and disability, the right option is identified to suit each unique situation.

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Business

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Group Retirement Plans

Owning a business doesn’t just mean ensuring the company’s future — it also means supporting employees’ futures, too. Regardless of company size, the experienced team provides guidance in selecting a competitive group retirement plan.  

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Business Insurance

For generations, local businesses have receive support in finding insurance coverage that fits unique needs. With a range of offerings, the goal is to provide confidence in the future of each business.

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Get in touch today for a complimentary financial consultation.

Michael Pugliese
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Featured

Changing Jobs? Know Your 401(k) Options.

If you’re changing jobs, you may be wondering what to do with your 401(k) retirement plan. Here are questions you may want to ask yourself as you consider your options.

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

1Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Dedham Savings and the Investment Center at Dedham Savings are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the Investment Center at Dedham Savings, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Dedham Savings or the Investment Center at Dedham Savings. Securities and insurance offered through LPL or its affiliates are:

NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY
NOT BANK GUARANTEEDNOT BANK DEPOSITS OR OBLIGATIONSMAY LOSE VALUE

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.