Explore account options and our variety of investment services
Whether you are saving for retirement or college, you can move toward your goal confidently with an optimized plan. After reviewing your objectives, risk tolerance, and current financial standing, we will help you select an investment vehicle or mix of products to maximize your portfolio.
Construct a benefits package for your employees, map out the future of your business, or develop a retirement planning program for your team with the guidance of an experienced consultant. With a variety of options, you can find a solution that works best for your business.
With a strong plan in place, your business and personal goals are attainable. Stoneham Financial Services is your go-to resource when you are ready to create or reevaluate a financial strategy.
Meet Our Team
Turn to a trusted professional as you prepare to make major decisions about your financial future.
*Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Stoneham Financial Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
NOT A DEPOSIT. NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.