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- Does controlling your finances leave you puzzled?
- Thinking of rolling over your 401(k)?
- Wondering what’s the right IRA for you?
- Prepared for long term care?
- Worried about college expenses?
Making the right decisions today can make all the difference in assuring your future financial security. You need to create a cohesive investment strategy tailored to your needs and goals. But with thousands of investments to choose from, constant market shifts and ever-changing tax laws, how can you be sure you’re making the most informed decisions for you and your family?
Having an experienced, knowledgeable financial partner can really help. You’ll find that partner right here in your own community, at Infinex Financial Group, located at Jewett City Savings Bank.
Tomasz Kosek is our Infinex Representative and your trusted financial partner. Tomasz has the knowledge and commitment to help you understand your options, opportunities and risks. So you can plan for your future with confidence.
THE RIGHT PLAN
The key to wise investing is having a comprehensive, integrated plan that addresses your personal financial goals and priorities. Your Infinex Representative will work with you to create a strategy tailored to your needs.
THE RIGHT OPTIONS
Your Infinex Representative can make implementing your investment plan easy and convenient. We have access to highly respected research firms, enabling us to select the right securities for each asset category in your plan. Infinex can provide you with a full range of investment vehicles from leading firms, including:
- Mutual Funds
More than 4,000 different mutual funds from industry-leading fund families
Tax Deferred Annuities
Fixed and Variable Annuities that offer the advantage of tax-deferred growth, plus the option of guaranteed retirement income
Stocks
Any stock listed on the NYSE, AMEX, OTC, NASDAQ, and foreign stock exchanges
Bonds
Tax-free municipal, U.S. government, corporate, and Connecticut College Savings bonds
Life Insurance
A wide variety of Term and Whole Insurance products from leading companies
Long-Term Care Insurance
The Right Experience - Right in Your Community
A key advantage of working with Infinex Financial Group is our location: right here at Jewett City Savings Bank. Whenever you need to discuss your investment plan, you won’t have to go far. That makes planning for the future a lot more convenient.
And Infinex makes planning and investing a lot more satisfying, too. There is no pressure and no hard sell. We do not work for any mutual fund or insurance company; we work for you. Our sole focus is providing you with the information, guidance and products you need to pursue your goals more effectively. You’ll see that commitment to quality, personal service in everything we do.
We're Here to Serve You!
Please contact Tomasz Kosek at 376-7149 to schedule a no-obligation consultation at your convenience, or if you have any questions about Infinex Financial Group located at Jewett City Savings Bank. Count on us to make INVESTING easier, more convenient and more enjoyable.
Important Information
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. |
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