You can count on us for all your financial needs, including investing. Watertown Savings Bank offers Financial Planning services through Infinex Financial Group. We want to be there every step of the way: whether you are starting a new family and considering various investment options such as 529 plans, changing career paths and need help rolling over your 401k plans, or having specific short- and long-term goals and need help identifying investment options and how to align them to your goals. 

Watertown Savings Bank offers checking accounts that are bound to fit your needs. If you are looking for a simple account, or one that offers perks like automatic ATM surcharge reimbursements, or one that offers a competitive interest rate, then consider our checking account options. 

Whichever option you choose, you will be offered access to convenient and helpful services such as online banking or mobile banking and features that help prevent fraud, facilitate budget management, pay bills on the go and more! 

We want to support individuals and families who want to purchase their first home in nearby neighborhoods. We live and work in the local communities, and can attest to the quality of life offered in part through non-profit organizations, schools, public services, local businesses, restaurants, and more. 

We offer special rates for first-time home buyers as well as discounts on closing costs. 

We recognize that you have goals and obligations that may require a bit of financial help through a personal loan. Whether it is for a new car, education, wedding, or any other big project, we understand the impact a personal loan could have. Our Lending professionals will be happy to sit down and talk with you about your financial options and repayment plans.

If you are interested in investment planning, then a good start is to assess your money management approach: from tracking your expenses, to identifying sources of potential savings and income. It is also important to evaluate your short-, medium-, and long-term goals as well as your risk exposure you would fee comfortable with. Meeting with a Financial Advisor can help you walk through questions and options that reflect your investment comfort level. 

Long-term care is not just provided in nursing homes--in fact, the most common type of long-term care is home-based care. Long-term care services may also be provided in a variety of other settings, such as assisted living facilities and adult day care centers. These are costly resources that should be planned for. There are different options to consider when planning for long term care including insurance and annuities. There are a number of financial implications of these various options to cover long term care expenses.