Meet the Executives
Our Wealth Management Executives can help can help you plan for the future and be there for you every step of the way with sound advice. You can rely on an entire team of specialists that are dedicated to helping with wealth management, college, retirement and financial planning services.
Schedule a Consultation Today
Schedule a confidential, no-obligation consultation today. Contact The Investment Center at South Shore Bank consult with Patrick 781.664.6354, David 781.682.3209, or Albert 781.682.3217
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.
