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Investments

FFT

Investments

Investment management begins and ends with achieving our clients' objectives. Communication is essential in all stages of the relationship. To accomplish this, investment officers work in tandem with the account administrative officer providing a team approach to thoroughly understanding your objectives and to design a portfolio using specific asset allocation strategies to meet your goals. Whether we are managing your personal investment portfolio, your retirement accounts, or your personal trust accounts, we use a consistent approach to chart a course of investment management that will adapt to your changing needs over time.

The basis and the strength of this investment program is constant communication with you, and constant accessibility to us. You'll find that when you call us, we're there to answer. You'll also have 24 hour account access, giving you the power to access your account information whenever and wherever you want to.

Trust and Estates

The work of the trust department involves helping you with the design and administration of your overall estate plan. This is the means by which you preserve and enhance your wealth, minimize taxes, and ensure that your assets benefit your intended recipients. Most of all, our work involves families. At First Financial Trust our trust officers get to know our clients and their families intimately. You can then be assured that we have the products, services, and experience that will help meet your trust and estate planning needs today and for future generations.

Financial Planning

Financial planning is more than knowing where you are today. It's envisioning where you want to be tomorrow. And the more you plan, the more you benefit - from minimized taxes, maximized investment returns, and insurance against the unexpected. Our strength is in guiding you through this process helping you to set priorities, accept change, meet goals, and feel in control of your future.

We take a collaborative approach to financial planning and offer clients our expertise in retirement planning, investments, taxes, estates and trusts, and insurance. Clients receive the benefits of a full service financial firm with the security of a nationally chartered bank.

Visit First Financial Trust to learn more about our investment, trust and estate, and financial planning approach.

Contact Us

You can contact us directly here: FFT@firstfinancialtrust.com

Office Locations

Wellesley Office
20 Walnut Street
Wellesely, Massachusetts 02481
Phone: 617-658-7600 or 800-923-9571
Fax: 781-283-5756

Leominster Office
100 Erdman Way
Leominster, MA 01453
Phone: 978-840-3624
Fax: 978-840-0011

Wakefield Office
351 Main Street
Wakefield, MA 01880
Phone: 800-923-9571

 

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*Securities and advisory services offered through First Financial Trust are not insured by FDIC or DIF; are not deposits of or other obligations or guaranteed by the Bank, and are subject to investment risks including the possible loss of principal invested.

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The Savings Bank  357 Main Street St, Wakefield, MA, 01880    Phone: (800) 246-2009    Fax: (781) 224-5482