Personal Insurance & Investment Products

Your financial success is important to us.

Our commitment to our clients is to provide the guidance, planning, and products to help them reach 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 plan that has delivered the desired results. That is how we measure our success.

The Financial Services Group at Dean Bank will help you clarify your short and long-term objectives and create a personalized plan that fits your specific situation. So if in your future you see the need to save for a child’s education, plan for a comfortable retirement, or build and protect your wealth, we can help. Tell us…what do you see?

Personal Insurance & Investment Products

Annuities

• Tax Sheltered, including 403(b)s
• Single Premium Deferred
• Equity Indexed Annuities
• Variable Annuities
• Immediate Annuities
• Fixed Annuities

Retirement Plans

• SEPs
• Simple IRAs
• Roth IRAs

Mutual Funds

We offer a wide array of mutual fund families from all the leading providers.

Managed Money

College Savings Plans

• 529 Plans
• Cordell Plans

Life Insurance

• Term Life
• Mortgage Life Insurance
• Variable Life
• Universal Life
• Long-Term Care
• Disability
• Whole Life

Health & Dental Insurance

• Harvard Pilgrim
• Tufts
• Blue Cross/Blue Shield
• United Health Care
• General American

Call Carl Scheinman today at (508) 541-5696 to schedule a confidential no-obligation consultation of your financial goals or request an appointment online.

At this time, our financial professionals are licensed to sell insurance and securities products in the states of MA, CT, RI, NH and FL only and are unable to provide these services to individuals outside of this area. Not all products are available in all states.

Securities offered through Clary Investment and Insurance Planning Corporation, North Easton, MA, a broker dealer registered with the FINRA, Member SIPC. Please consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The investor may obtain a prospectus from the representative, Carl Scheinman, or directly from the mutual fund/variable annuity company. The prospectus should be read carefully before investing.

Financial Planning Services and Investment Advisory Services are offered through Genesis Capital Advisors, Inc, Stoughton, MA, an SEC registered investment advisor. Genesis and its investment advisor representatives are solely responsible for the services they provide. Each representative will provide their own disclosure documentation further describing their services.

Insurance services are provided by The Winnick Insurance Agency, Wellesley Hills, MA.

Dean Bank is not affiliated with Clary Investment & Insurance Planning Corporation, Genesis Capital Advisors, Inc, or The Winnick Insurance Agency.

Not FDIC Insured. Not a Deposit Product. May Lose Value. No Bank/Affiliate Guarantee. Not a Condition of Any Bank Service. No Guarantee of Insurance Underwriter Performance.

Tell us…What do you see? For more information on any of our products and services, to provide us with your comments or feedback, or simply to tell us about your own dreams and visions so that we can help you reach them, please use our Contact Us form, or call any of our offices.