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Wealth Management

First Financial Trust, a subsidiary of The Savings Bank, logo

Whether you want to invest your money, or manage your financial portfolio, we have professionals to help you find the best course of action.

At First Financial Trust, we see wealth management differently. Above all, your needs are personal and we are always thinking based on what’s best for you and your future. With this in mind, our mission is to put each client’s best interests first.  We have an experienced team that includes Investment Officers, Trust Administrators, and Financial Planners. Altogether, they offer comprehensive solutions that can be tailored to your specific short and long term goals.

  • Investments
  • Charitable Endowments
  • Not-For-Profit Associations
  • Charitable Trusts
  • Private Foundations
  • Estate Settlement Services
  • Retirement Planning
  • Estate Planning
  • Education Planning

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

Locations

351 Main Street
Wakefield, MA 01880
Phone: 617-658-7631
Fax: 781-224-3938
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20 Walnut Street
Wellesley, Massachusetts 02481
Phone: 617-658-7600
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100 Erdman Way
Leominster, MA 01453
Phone: 978-840-3624
Fax: 978-840-0011
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FIRST FINANCIAL TRUST, NA, a subsidiary of The Savings Bank, is a nationally chartered trust bank focused exclusively on investment management, trust administration, estate settlement, and personal financial planning for individuals, businesses, and non-profit organizations.