Help us help you plan for the future by asking about specific strategies and financial advice on wealth management, college, retirement and financial planning. Visit any of our planning centers to learn more. There is even a planning center for the financial challenges women face today.
Finding the right financial plan, the right pricing and the best investments are big tasks. Add the ongoing flow of changes in regulations and fiduciary responsibilities. We want to help you balance what’s best for your employees with what impacts your business.
Schedule a Consultation Today
Schedule a confidential, no-obligation consultation today. Contact 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.