News: Financial Digest

Bearse named branch manager of Mutual Bank, Falmouth branch

According to Glen White, Mutual Bank CEO, Adrianne Bearse was named branch manager of its Falmouth Banking Center. "Adrianne's banking experience includes not only branch management, but also mortgage origination and underwriting. She knows the Falmouth market well, and is a member of the Falmouth Chamber of Commerce," said White. "That's the perfect combination of skills and experience to bring our Falmouth Banking Center to the next level in terms of customer value and service." "Mutual Bank has money to lend, and Adrianne will help us put it to work for deserving people - including many who might have been turned down by larger banks." he continued. Mutual Bank is a $366 million community bank serving consumer and business customers through nine branch offices in southeastern Massachusetts, and Cape Cod.
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Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.
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Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.