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At Dedham Savings, our SPF* Financial Representatives will meet with you to uncover your needs and long-term goals, then build a complimentary financial plan, that will help you to uncover: 

Which investment strategy is appropriate for you, your family, and your future. 
Various asset allocation models and investment vehicles used to build a nest egg.
Your risk tolerance and time horizon.
How to understand the ups-and-downs of the market and how they may affect your long and short-term goals.

IRA, 401(k), 403(b), 457 plans and TSP Rollovers

 

 

 

Free Review of Current
Financial Plan

Retirement Income
Strategies

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

Ask Us About Estate Planning

Estate planning can be a crucial part of financial planning. You have to think not only about your goals today, but also for future generations.

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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.

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Join Us for a Complimentary Seminar!

Learn how to create a comprehensive financial plan. Enjoy appetizers & desserts. Don't wait! Seating is limited.

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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.

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*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.