Wealth Management

When it comes to your family or your business, you will have to make some very careful decisions to assure the future will be financially secure. To make these decisions wisely, you need to understand all the financial options available and how to integrate various elements into a cohesive and results driven plan.

The Stoneham Financial Services located at StonehamBank can help you select the right investment vehicles or mix of products to help you reach your unique goals. That’s Optimum Banking™.

The Planning Process

First, we start by listening. To develop an investment program that is optimized for you, we need to know what you want to accomplish, how long you plan to hold your investment, your tolerance for risk and what your current tax situation looks like. We also want to know what other financial plans you have and how we can integrate your investments with existing pension plans, social security and other programs.

Then, we plan with you. Once we have a clear understanding of your specific situation and your needs, we can begin to develop a realistic investment plan that can meet your personal needs and goals. Because we are an unbiased and objective resource, you can be assured our recommendations are not influenced by anything other than how to put all the elements for a successful plan together in a way that is best for you.

Putting it all together. Once we have determined how your new investment plan will fit within your existing portfolio and how it will impact your long term financial plan, we begin to implement the plan. We help you select the right investment vehicle or mix of products that can help to maximize the benefits of your plan.

The plan may include all or some of the following investment and insurance opportunities:


Business Investing and Retirement Planning

Get assistance with employee benefits, retirement planning, and much more.

Learn More

* 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

Chat Offline chat is unavailable