Planning

More ways to excel.

Have assurance that the future of your family or business will be financially secure. Stoneham Financial Services located at StonehamBank can help you understand financial options and integrate various elements into a cohesive and results-driven plan.

Explore account options and our variety of investment services

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Personal

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.

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Business

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.

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About SFS

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.

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Meet Our Team

Turn to a trusted professional as you prepare to make major decisions about your financial future.

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Broker Check by FINRA

*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.