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Financial Planning Center

The Investment Center team can help you establish a roadmap toward achieving your goals for the uncertain future, and can help you stay on track as you face the one certainty in life – change.

Services:

  • Budgeting Strategies
  • Simple Financial Planning/Starting a Portfolio
  • Retirement Planning
  • Access to Estate Planning
  • College Planning
  • Access to Trust Services
  • Investment Planning and Management
  • Risk Management

©2014 Broadridge Investor Solutions, Inc.

Schedule a Consultation Today

Schedule a confidential, no-obligation consultation today. Contact The Investment Center at South Shore Bank (781) 682-3209.


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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.