Personal Investments
Available through LPL Financial
Michael Pugliese
Vice President | Financial Advisor, LPL Financial
Whether investing for personal dream or on behalf of someone else, LPL Financial1 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
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.
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.
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
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 may also be employees of Dedham Savings. 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 GUARANTEED | NOT BANK DEPOSITS OR OBLIGATIONS | MAY LOSE VALUE |
Dedham Savings 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. Dedham Savings 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 representative(s) 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.