Private Banking

Often described as high touch, best in class service, our Private Bankers are accessible 24/7 as your needs arise. Whether meeting at your home, your office, or some other location, our team is absolutely committed to managing relationships as you would like them to be managed.

Our Private Bankers are your point of contact for all things banking, directly reachable by cell phone and email, and eager to help you, your family, and your business  access all of the resources at Needham Bank.

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.

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.

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.

Private Banking Highlights

  • High-touch, high-class experience
  • Direct access to dedicated expert
  • Concierge service anytime, anywhere
  • Prompt resolutions
  • Connections to specialists in areas including loans and wealth management

FAQs

Are my deposit accounts insured?

Yes. We provide both FDIC and SIF insurance on your deposits. In general, the Federal Deposit Insurance Corporation (FDIC) insures the first $250,000 of deposits, the Share Insurance Fund (SIF) insures all deposits above that amount. For more a more detailed understanding of FDIC insurance please contact one of our banking representatives.

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