When you are successful it means that we have listened to your needs and desires, and we have formulated and implemented a comprehensive strategy that aims to deliver 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
- Traditional IRAs
- Simple IRAs
We offer access to a wide array of mutual fund families from various providers.
- 529 Plans
- Coverdell Education Savings Accounts