Bridgewater Savings Renames Trust and Investment Services Division

Bridgewater Savings Renames Trust and Investment Services Division

June 17, 2015


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Bridgewater Savings Bank is pleased to announce that its trust and investment services division has been officially renamed Bridgewater Financial Advisors. Under the new title and brand, Bridgewater Savings Bank will continue to offer services that include, but are not limited to, investment management accounts, portfolio development, and business succession, retirement, education and estate planning.

Bridgewater Financial Advisors will be located at 1400 Pleasant Street in Bridgewater, a former Bridgewater Savings Bank branch, and can be reached at 800.356.8622. The new facility is scheduled to open June 22, 2015.

President and CEO, James C. Lively stated, “In branding our trust and investment services as a singular entity, we are aiming to give our financial advisors the momentum to further assist members in our community in securing their financial futures.” Lively went on to say, “We are known to take a more Uncommon approach when it comes to banking because we know customer needs vary and we are willing to do what is necessary to ensure those needs are met. The same goes for Bridgewater Financial Advisors. The division is adept at customizing financial blueprints that are unique to each customer’s specific goals.”

Bridgewater Savings is a full service financial institution offering personal and business banking. Please visit www.bridgewatersavings.com or call 508.884.3300 for additional information.

Important Information: Trust assets are: (1) not bank deposits or obligations; (2) not guaranteed by any bank; (3) not insured or guaranteed by the FDIC, the Federal Reserve Board or any other government agency, and (4) may lose value.

Investments and Insurance Products are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Bridgewater Financial Advisors is a tradename of Bridgewater Savings Bank. Infinex and the bank are not affiliated. Account Executives are representatives of Infinex.

Investment and Insurance Products:
• Are NOT FDIC Insured
• Are NOT Insured by Any Government Agency
• Are NOT Bank Deposits
• Are NOT Guaranteed by the Bank
• May Lose Value

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