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No Cost Financial Review
Can Bridgewater Savings help you reach your financial goals more effectively? It won’t cost you a penny to find out – and that’s a good start!

To arrange a no-obligation discussion of your needs and how our Trust Department can help you meet them, please complete our Appointment Request Form, or give us a call at (508) 697-6908.
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.
We'll help you through
the trust and asset
management maze.

An effective trust and asset management program requires a personal commitment to pursuing your financial goals and the expertise to achieve them.

Today’s trust and investment environment is complex, moving at lightening speed. Having knowledge and experience on your side, at your side, can make the difference between success and disappointment.
Our Management Approach

Our sole objective is to help our clients achieve their personal financial and estate planning goals and objectives. Because each individual's needs are unique, we are committed to learning as much as we can about each client's situation. We carefully consider a wide range of issues, including need for income, risk tolerance, tax implications, and family dynamics. And we consult with a client’s attorneys, accountants, and financial advisors. The result is a highly personalized plan and a mutually rewarding, long-term relationship.

A full range of Trust and Asset Management Services

  • Revocable or Irrevocable Trusts
  • Estate Settlement/Executor Services
  • Investment Management Accounts for:
    * Individuals
    * Charitable Organizations
    * Trustees
    * Executors
  • Tax Planning
  • Managed Retirement Plans (IRA Rollovers)
  • Employee Benefit Plans
  • Tax Management

Make an appointment

To arrange a no-obligation discussion of your needs and how our Trust Department can help you meet them, please complete our Appointment Request Form, or give us a call at (508) 697-6908.

Free Seminars

Our Trust Officers are available to make presentations to your business group, civic group or other organization. If you are interested in arranging a seminar, complete our Appointment Request Form, or give us a call at (508) 697-6908.

Contact Bridgewater Savings

For more information on any of our products and services, please use our information request form, or give us a call at (800) 356-8622.