Financial Advice

There’s never been a better time to get expert financial advice. We invite you to meet one-on-one with Phil Swan, a trusted financial professional who has years of experience managing successful, personalized financial strategies for customers living throughout Massachusetts who have come to Norwood Bank seeking professional financial advice. Contact us today to learn more about the wide range of personalized financial services offered. There’s no obligation, and it could be just what you need to put your mind at ease.

Norwood Financial Services offers access to a full range of insurance and investment products and planning services including:

  • Retirement Income Review & Planning
  • Long Term Care Planning
  • Brokerage Services
    – Stocks & Bonds
    – Mutual Funds
    – Tax Deferred Investments
    – College Savings, 529
  • Life Insurance
  • Annuities

With Norwood Financial Services, you can instantly access up-to-date information through NetXClient about your portfolio, quotes on stocks and mutual funds to help you make informed investment decisions and watch your progress.

To schedule an appointment at a time that is convenient for you, call Phil at 781-440-4234.