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Whether your estate is large or small, there are many issues to consider in creating an estate plan, let us help you uncover:

What your assets are and their approximate value? 
Where will your assets go when you pass away? 
Who will take care of your finances when you are no longer able to do so? 

Meet the team

  • "Reaching your financial goal is my goal. I have dedicated over 25 years to helping individuals, families and businesses achieve their financial goals. "

    Michael Pugliese

    SPF Financial Advisor, Assistant Vice President, The Investment Center at Dedham Savings
    (781) 320-4805
    Email Michael Pugliese

Learn More About Life Insurance

It can take just a few minutes to uncover whether you and those you love have enough coverage. Let our SPF* Representatives help you learn more. Contact Michael Pugliese at mpugliese.spfinvest@dedhamsavings.com or 781-320-4805.

LEARN MORE

We would like to share a resource with our customers, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

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