Business Details
Your Trusted Partner for Personal and Business Banking Solutions
South Shore Savings Bank has been a trusted financial partner for individuals and businesses since its founding, dedicated to delivering personalized banking solutions rooted in community values. Our team of experienced professionals specializes in creating tailored financial strategies that address the unique needs of our clients, from everyday banking to complex commercial lending. With a focus on innovation and customer service, we offer a comprehensive suite of products including personal and business checking, savings accounts, mortgages, and commercial loans. Our commitment to financial education empowers clients to make informed decisions about their financial futures. Backed by FDIC and DIF insurance, we provide complete deposit protection for all our customers.Through strategic partnerships like our wealth management division with LPL Financial, we combine local expertise with access to national investment resources. Our community-focused approach has earned us recognition as a leader in government banking, nonprofit banking, and condominium lending. We maintain cutting-edge security measures to protect customer information while offering convenient 24/7 digital banking solutions. Our team regularly participates in local initiatives, demonstrating our ongoing commitment to the communities we serve. With multiple locations across Massachusetts, we combine the convenience of modern banking technology with the personal touch of a community bank.
Services
Checking Accounts
Savings Accounts
Mortgage Loans
Commercial Lending
Wealth Management
Online Banking
Merchant Services
Treasury Services
Government Banking
Nonprofit Banking
Highlights and features
- We offer personalized banking solutions tailored to individual and business needs
- Our team has over 100 years combined experience in wealth management
- We provide FDIC and DIF insured deposits for complete financial protection
- Our commercial lending experts create customized funding packages for businesses
- We maintain 24/7 digital banking access with advanced security features
Associations and certifications
- FDIC
- Depositors Insurance Fund (DIF)
What people say
Exceptional customer support
Community-focused approach
Secure banking solutions
Competitive rates
Knowledgeable staff
Services
Personal Checking Accounts
Our personal checking accounts provide flexible financial management solutions for everyday banking needs. With options including free checking and student accounts, we offer features like debit cards, mobile banking, and overdraft protection. These accounts help customers manage daily expenses while maintaining easy access to funds.
Commercial Lending
We offer comprehensive commercial lending solutions including lines of credit, term loans, and SBA loans. Our experts create customized funding packages for businesses seeking growth opportunities. Services cover commercial real estate financing, construction loans, and specialized lending programs for small businesses across Massachusetts.
Wealth Management
Our wealth management division provides personalized financial planning and investment advisory services. With access to LPL Financial's resources, we offer retirement planning, education savings strategies, and ESG investment options. Our team manages over $250 million in assets with expertise in both individual and institutional financial planning.
Online & Mobile Banking
Our 24/7 digital banking platform enables customers to manage accounts from anywhere. Features include real-time transaction monitoring, bill payment, check deposit, and account management tools. Business clients benefit from treasury services and merchant processing solutions through our secure online portal.
Community Banking
We maintain strong community ties through specialized banking programs for local organizations. Our government banking services support municipal projects while nonprofit banking solutions address the unique needs of charitable organizations. We actively participate in community development initiatives and local economic growth programs.
People
Patrick C. Dougherty
Financial Advisor
Certified Financial Planner with extensive experience in wealth management and retirement planning. Specializes in creating customized investment strategies for individuals and families across Massachusetts.
David W. Kelson, Jr.
Financial Consultant
Experienced financial consultant offering comprehensive investment advisory services. Focuses on helping clients achieve long-term financial goals through strategic planning and portfolio management.
Stephen Lubin
Financial Advisor
Certified Financial Planner with expertise in retirement planning and investment advisory services. Provides personalized financial solutions to individuals and families throughout the region.
Donna Bartholomew
Investment Assistant
Supports wealth management clients with investment-related inquiries and account management. Coordinates financial consultations and provides assistance with retirement planning services.
Sue Mercurio
Investment Assistant
Assists clients with investment planning and financial advisory services. Specializes in education savings plans and retirement account management for individual clients.
Questions
What personal banking services do you offer?
We offer checking and savings accounts, mortgages, personal loans, credit cards, and investment services through our partnership with LPL Financial.
Do you provide business banking solutions?
Yes, we offer business checking accounts, commercial loans, treasury services, merchant processing, and specialized lending programs for small businesses.
Are my deposits insured?
All deposits are FDIC insured up to $250,000 with additional protection provided by the Depositors Insurance Fund (DIF) for amounts above that.
What digital banking options are available?
We provide 24/7 online and mobile banking with features including bill payment, check deposit, account alerts, and real-time transaction monitoring.
Do you offer wealth management services?
Yes, our wealth management division provides investment advisory services, retirement planning, and financial planning through our partnership with LPL Financial.
What community banking programs do you support?
We offer specialized banking for government entities, nonprofit organizations, and condominium associations with tailored financial solutions.
