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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Personal Investments

Available through LPL Financial

Whether investing for personal dream or on behalf of someone else, LPL Financial investment professionals aim to provide the highest quality products, services, and guidance every step of the way. All to inspire confidence in taking the next step – or leap. Because whatever the dream, the goal is to help turn it into a plan.

Offerings

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Retirement Planning

Start the retirement journey off right. A range of IRA and Retirement Plan options are available — with a free review of the current financial plan offered.

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College Investing

The best way to tackle this big financial goal? Make a plan and stick to it. Options will be reviewed, with explanations provided for the benefits of 529 plans, Coverdell Education Savings Accounts, and more.

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Asset Management

With a conservative and disciplined investment management approach, a customized investment portfolio will be constructed to inspire confidence.

The Investment Center at Dedham Savings, available through LPL Financial, provides access to industry leading tools, helping review an overall financial picture, determine future goals, and create plans to help you work towards those goals.

Planning for retirement can make the difference. Working with a financial professional that understands goals helps create a plan designed to works toward financial freedom – now and in retirement.

Through LPL Financial, a complimentary financial review is offered using Money Guide Pro®. This digital tool focuses on retirement goals, creating a customized plan. As changes are made in Money Guide Pro®, the immediate impact can be seen. Reach out today to learn more about how financial planning with Money Guide Pro® can help.

Some of the important financial options and investment strategies the LPL Financial representative can review include:

  • Financial Planning
  • Investing for Education
  • Retirement and Income Planning
  • IRAs and Retirement Plan Options
  • Stocks, Bonds, and Market-Linked CDs
  • Asset Management
  • Estate Planning Strategies
  • Charitable Giving Strategies

Get in touch today for a complimentary financial consultation

Michael Pugliese

Personal Insurance

As part of a comprehensive financial plan, the right insurance coverage will be ensured to protect individuals and families. Guidance will be provided to clarify available options and identify the best choice. Rest insured.

Business Insurance

For business owners and managers, the right coverage will be integrated into a comprehensive financial plan – starting with guidance to determine the most suitable option.

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: