Personal Investments
Available through Sorrento Pacific Financial, LLC
Michael Pugliese
Financial Advisor, Sorrento Pacific Financial, LLC
Whether you’re investing for someone else’s dreams or your own, our Sorrento Pacific Financial (SPF)1 investment professionals will work with you to provide the highest quality products, services, and guidance every step of the way. All so you can feel confident enough to take that next step. Or leap. Because whatever your dreams are, we’re here to help turn them into plans.
What We OFfer
Retirement Planning
Start your retirement journey off right. We have options for IRA and Retirement Plan Rollovers — and we’ll even give you a free review of your current financial plan.
College Investing
The best way to tackle this big financial goal? Make a plan and stick to it. We’ll go over your options and explain the benefits of 529 plans, Coverdell Education Savings Accounts, and more.
Asset Management
With a conservative and disciplined investment management approach, we’ll help you construct a customized investment portfolio you feel good about.
The Dedham Savings Investment Center, available through Sorrento-Pacific Financial, LLC, (SPF) provides our investment team with access to industry leading tools to help you review your overall financial picture, determine your future goals, and help make plans to get you there.
Do you want to enjoy retirement? Planning can make the difference. Working with a financial professional that understands your goals can help you create a plan to make the most of your money – now and in retirement.
Through SPF, we offer our clients a complimentary financial review using Money Guide Pro®. This digital tool helps us focus on your retirement goals to create a customized plan just for you. As we work through Money Guide Pro® with you, we can make changes to your plan and immediately see the impact. Contact us today to learn more about how financial planning with Money Guide Pro® can help you.
Some of the important financial options and investment strategies our SPF team can review with you include:
- Financial Planning
- Investing for Education
- Retirement and Income Planning
- IRAs and Retirement Plan Rollovers
- Stocks, Bonds, and Market-Linked CDs
- Asset Management
- Estate Planning Strategies
- Charitable Giving Strategies
Get in touch today for a complimentary financial consultation
Review our financial background and experience
Personal Insurance
As part of your comprehensive financial plan, we can make sure you have the insurance coverage you need to protect yourself, and your family. We’ll even help make sense of your options and help you decide what’s best for you. So you can rest insured.
Business Insurance
If you own or manage a business, we can make sure you have the coverage you need as part of your comprehensive financial plan — beginning by helping you figure out which option’s best for you.
1 Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.