South Shore Bank


Meet the Advisors


Planning Centers

Message to Clients

Market Updates

Investment Calculators

Welcome to South Shore Bank > Investment > Planning Centers > Financial Planning Center

Financial Planning Center

A famous journalist once said “hope is not a plan.” Whether you need simple household budgeting assistance, a strategy to start saving or a more comprehensive roadmap for your financial future, a goal-based financial plan is essential. The Investment Center team can help you establish a roadmap toward achieving your goals and can help you stay on track as you face the one certainty in life – change.

The Investment Center team is available for a no-obligation consultation – whether your need is simple financial planning and budgeting or complex estate planning – at your convenience. Schedule an appointment today at a nearby branch.

The Investment Center at South Shore Bank (781) 682-3209

Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. The Investment Center at South Shore Bank 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.


Powered by novo