The success of your business is important to us.
Our commitment to you is to provide the customized services and products to help your business thrive now and into the future. When your business is successful it means that we have listened to your needs and desires, and we have formulated and implemented a sound strategy that has delivered the desired results. That is how we measure our success.
Comprehensive Wealth Planners at Dean Bank will help you clarify your short and long-term objectives and create comprehensive strategies for your specific situation, no matter what the size of your business or how many employees you have.
Business Investment Products
- 401(k) Plans
- Individual 401(k) Plans
- 457 Plans
- Profit Sharing
- Simple IRAs
- Roth IRAs
- Safe Harbor Plans
We offer a wide array of mutual fund families from various providers.
Call Steve Parkinson today at (508) 803-7813 to schedule a confidential no-obligation consultation of your financial goals or request an appointment online.
When you choose Comprehensive Wealth Planners at Dean Bank, you can count on all of these qualities, along with the highest level of personal service.
We engage in wealth management and financial services for individual, corporate, and institutional clients. We draw on the experience of a broad range of banking and industry professionals. Comprehensive Wealth Planners at Dean Bank is associated with experienced financial services professionals specializing in estate and tax planning, insurance, pension plan management, portfolio management, and individual retirement planning.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MA, RI, NH, CT, CA, CO, FL, GA, LA, NE, NV, NY, NC and TX.