Private Banking

Our hand-selected Private Banking experts are your dedicated resource for banking, investment, and other financial services, regardless of your account balance.

Private Banking is available to all our business clients. Contact one of our bankers directly or visit one of our local branches to learn more or open an account.

Meet our Private Bankers

Benefits & Features

High Touch, High Class

Our top-notch Private Bankers are your direct point of contact for all things banking, wherever you are, whenever you need them. We are eager to help you and your business access all the resources available to you at Needham Bank.

Independent Access through Digital Channels 

Maintain control over your personal wealth with digital tools to communicate with your Private Banking team and manage the details of your finances. You’ll still have a direct person to reach out to when you need to.

Hand-Selected Team

We seek out extremely qualified individuals who are invested in your financial health and success. Our Private Bankers can address any issues that may arise directly, and connect you to specialists for any additional needs, including lending and wealth management.

Wealth Management 

Needham Bank works with The Bulfinch Group, a well-regarded financial services and asset management firm, to help connect you to expert professionals in wealth management.

Private Banking Highlights

  • High-touch, high-class experience
  • Direct access to dedicated expert
  • Concierge service anytime, anywhere
  • Prompt resolutions
  • Available to all customers regardless of account balance

Serving Our Clients

Pegasus Luxury Homes

“They’re a wonderful bank to work with... They don’t just look at the bottom line; they create a relationship long-term.” - Koby Kempel, CEO

Learn more about Pegasus Luxury Homes

FAQs

How do I contact a Private Banker?

Our hand-selected Private Banking experts are your dedicated resource for banking, investment, and other financial services, regardless of your account balance.

Knowledge Center

Growing Your Small Business

Needham Bank provides resources to help you grow your small business. These simple steps can set you up for success when it comes to business expansion.

Learn more about Growing Your Small Business

Our hand-selected Private Banking experts are your dedicated resource for banking, investment, and other financial services, regardless of your account balance. 

Meet our Private Bankers