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Investments> Business

Having a solid investment program can make a big difference for your small business. Come in and talk with our Infinex Investment Executive Tom Kosek. He can help create an investment plan to help protect and grow your business assets. He can also help create a retirement program for you and your employees.

A personal approach to serving your needs.
With Infinex Financial Group located at Jewett City Savings Bank, you have a local, knowledgeable and friendly professional you can rely on. Tom will take the time to understand your financial needs, goals and priorities. He is committed to answering your questions and providing the local hometown service that can make planning your financial future both convenient and comfortable.

Free planning, the smart first step.
Investing today covers the global marketplace, with some 30,000 stocks, 9,000 mutual funds, and thousands of other investment offerings. Choosing which investments are right for you can be a difficult task. Before you invest, it's prudent to evaluate your situation and investment objectives with the help of a trained, licensed professional. It's the best way to determine what kind of investment or insurance products may be right for you. There is no charge or obligation for using our planning service.

Our only allegiance is to you.
Unlike other financial services companies, Infinex Financial Group works with your hometown banking institution, Jewett City Savings Bank, to provide you with trusted investment advice, quality investment products and outstanding personal service. Our goal is to help find the right investment products or services for you, your business and your employees, while helping you to manage investment risk and maximize returns.

Let's get started today.
The key to investing for the future is a steady, disciplined approach over time. There are always risks when investing, but these can be managed through an investment strategy designed with your needs, goals and risk tolerance in mind.

• Estate Planning
• Retirement Planning
• Succession Planning
• Asset Management Resources
• Separately Managed Account Programs
• Mutual Fund Wrap Programs
• Multi-disciplinary Accounts
• Trust Services
• Long Term Care Insurance for business owners, families and employees
• Disability Insurance Plans
• Health Savings Accounts for High Deductible Health Care Plans

Here to help you
Please contact Tom Kosek at 860-376-7149 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.  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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