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