Financial Planning
Your financial goals are highly personal. Whether
your goals include retirement planning, providing for a child’s
education, investing to reach a lifelong dream, or increasing personal
wealth - investing is one way to prepare for a comfortable financial
future.
Financial Consultants from Infinex Investment Service, will help you
select from a wide range of products to develop a plan for your unique
financial needs.
You have many options that the investment professionals can explain and
make available to you, including:
-
Mutual Funds
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Tax Deferred Annuities
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Stocks
-
Bonds
To learn more about your investment options, contact
us today.
William Coe
Financial Consultant
565 Main Street
Watertown
860-945-4737
Securities offered through INFINEX
INVESTMENTS, Inc.
Member FINRA/SIPC. Infinex and the bank are not affiliated.
| Investment and insurance
products and services are offered through INFINEX INVESTMENTS, INC. Member
FINRA/SIPC. In
Massachusetts, insurance products are offered through Infinex Insurance
Agency of Massachusetts, Inc. Infinex and the bank are not affiliated.
Products and services made available through Infinex are not insured by
the FDIC or any other agency of the United States and are not deposits
or obligations of nor guaranteed or insured by any bank or bank
affiliate. These products are subject to investment risk, including the
possible loss of value. |