Financial Planning

SCAM ALERT

Attention valued customers! We’ve been made aware of fraudulent activity involving our 888 number. Scammers are attempting to deceive customers via calls and text messages. Please note, we NEVER request sensitive information via phone or text. If you receive suspicious calls or messages, do not engage and report them immediately. Your security is our top priority!

How can we help you plan?

Stoneham Financial Services

Simplify the complexities of your wealth and life with the help of an experienced investment manager from StonehamBank. As your neighbor and financial partner, we can help you identify investment opportunities based on your goals, time frame, and risk tolerance.

Learn More

Broker Check by FINRA

*Securities are offered through Raymond James Financial Services, Inc., a member of FINRA/SIPC, are not insured by any financial institution insurance, the FDIC/NCUA or any other government agency; are not deposits or obligations of the financial institution; are not guaranteed by the financial institution; and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. StonehamBank and Stoneham Financial Services are not registered brokers/dealers and are independent of Raymond James Financial Services, Inc.

NOT A DEPOSIT. NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.

Mortgages Made Easy

Borrow Traditional Mortgages First-Time Homebuyer Fixed Rate Mortgages Mass Housing Program VA Programs Meet the Lenders

Move Closer to Your Savings Goals

Optimum Savings Optimum Money Market Optimum Student Savings

SCAM ALERT

Search

Popular Searches

Local Banking You Can Take Anywhere.

Need Help?

Doing more to help you succeed financially, now and in the future.

How can we help you plan?

Stoneham Financial Services

Mortgages Made Easy

Move Closer to Your Savings Goals

Questions?