Personal Wealth Planning
Your financial success is important to us.
Our commitment to our clients is to provide the comprehensive services and products to help them pursue their financial goals. When you are 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 a personalized strategy that fits your specific situation. So if in your future you see the need to save for a child’s education, pursue your goals for a comfortable retirement, or build and preserve your wealth, we can help.
Personal Investment Products
- Tax Sheltered, including 403(b)s
- Single Premium Deferred
- Fixed Indexed Annuities
- Variable Annuities
- Immediate Annuities
- Multi-Year Guaranteed Annuities
- Traditional IRAs
- Simple IRAs
- Roth IRAs
We offer a wide array of mutual fund families from various providers.
College Savings Plans
- 529 Plans
- Coverdell Education Savings Accounts
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 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.