- NB Personal Checking
- NB Personal Savings
- NB CDs & IRAs
- Wealth Management
Needham Bank has formed an alliance with Morgan Stanley Wealth Management (MSWM), one of the world’s premier wealth management firms, to be able to help our customers access a complete range of professional investment, wealth management and financial planning services.
Investments made through Morgan Stanley Wealth Management are not FDIC insured nor are they deposits or other obligations of the bank or guaranteed by any bank or savings institution. All investments involve risks, including the possible loss of the principal invested. Morgan Stanley Wealth Management is a securities brokerage firm and not legally affiliated with the bank. Morgan Stanley Wealth Management LLC. Member SIPC. Morgan Stanley Wealth Management offers insurance products in conjunction with SBHU Life Agency, Inc.
Whether you are just beginning this process or looking for ways to get through the recurring market volatility, MSWM offers Needham Bank customers a complimentary financial consultation. For more information about MSWM’s advisors and services, please click here.
Morgan Stanley Wealth Management’s seasoned professionals can help you with:
- Investment Portfolio Management
- Retirement Planning
- Estate Planning
- College Funding Plans
- Mutual Funds
- Government Bonds
- Municipal Bonds
- Alternative Investments (Hedge Funds, Managed Futures, etc.)
- Life Insurance
- Long Term Care
Saving for Retirement? Needham Bank's NB IRAs combine the tax benefits of an IRA, with the safety of a CD!Learn More
Needham Bank's NB Certificates of Deposit are a secure investment that earns a higher rate of interest than standard savings accounts.Learn More