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Investment Services

Infinex Financial Group Located at Jewett City Savings Bank

Long-term financial security – for you and your loved ones – depends on the investment decisions you make today. Shouldn’t one decision, where to go for trusted, unbiased guidance, be easy?

Whether you need assistance with planning for your retirement, providing financial protection for your loved ones, or planning for business succession, the financial services and guidance to help you achieve all your personal and business goals is available right here in your own neighborhood – through Infinex Financial Group, located at Jewett City Savings Bank.

How we can help

  • Providing a free, no-obligation consultation to uncover where you are and where you want to be.
  • Creating a financial plan to put you on track to reach your goals.
  • Developing an investment strategy that adheres to your investment objectives, timeframe, and risk tolerance.
  • Periodically reviewing your investments and changing life circumstances.
  • Providing unbiased guidance to help you choose among all the investment options available to you.
  • Assisting you with all your financial planning needs – from investments to estate planning* and insurance.

*We do not provide legal or tax advice. Consult your legal and/or tax advisor.

Products and Services Provided

  • Financial Planning
  • Mutual Funds
  • Tax-Deferred Annuities
  • Stocks and Bonds
  • Life Insurance
  • Long-Term Care Insurance
  • Unit Investment Trusts
  • Money Market Funds
  • Retirement Accounts

How can we help you?

To learn more about our wide range of financial services or to arrange a no-obligation consultation at a time that’s convenient for you, contact Tom Kosek, Investment Executive at 860-376-7149.

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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