The advisors at the Investment Center at South Shore Bank help clients develop a clear plan for their financial future. They work with you to develop key goals and strategies based on your personal and/or professional situation. These goals form the basis to provide the guidance necessary to successfully navigate your financial future. Learn more about the process by visiting any of our Planning Centers.
Through Infinex Financial Group, 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 a confidential, no-obligation consultation today. Contact The Investment Center at South Shore Bank (781) 682-3209 or visit any location.
Which scenario fits you?
Meet the Wilson Family. Bill & Nancy and their two children recently moved to a new home. They feel good about their choice of a town based on a solid school system; their thoughts have now moved toward saving for college.
Shawn and Mary are approaching retirement. They both have changed jobs a few times in their careers and have achieved some success in their work lives. As they consider retirement, they have discussed what they envision life will be like after they stop working.
Jack and Ellen have enjoyed their retirement years so far. Between Social Security and Ellen’s pension, they feel comfortable with the income they can depend on. Their investments have done well over the years and, with the addition of the proceeds from the sale of Jack’s business, they have accumulated a sizable amount of money. On their last vacation, they spent a lot of time discussing what they should do to protect their money and create a legacy for their children and grandchildren.
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.