Financial Planning

How can we help you plan?

Stoneham Financial Services

Simplify the complexities of your wealth and life with the help of an experienced investment manager from StonehamBank. As your neighbor and financial partner, we can help you identify investment opportunities based on your goals, time frame, and risk tolerance.

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Broker Check by FINRA

*Securities are offered through Raymond James Financial Services, Inc., a member of FINRA/SIPC, are not insured by any financial institution insurance, the FDIC/NCUA or any other government agency; are not deposits or obligations of the financial institution; are not guaranteed by the financial institution; and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. StonehamBank and Stoneham Financial Services are not registered brokers/dealers and are independent of Raymond James Financial Services, Inc.

NOT A DEPOSIT. NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.