College Savings

College SavingsPaying for college is harder than ever, but saving for college is easier than ever. You now have many different options for saving for high education.

Professional Advice:
Let our representative help you with deciding which college savings plan works best. You can meet our Infinex Investment Executive to discuss:

  • What is a 529 College Savings Plan
  • What is the Coverdell Education Savings Plan
  • What are the limits and tax benefits for each
Financial Consultant

It is important that our customers understand that products and services made available through Infinex Financial Group

  • Are not a deposit
  • Are not FDIC-Insured
  • Are not insured by any federal government agency
  • Are not guaranteed by the bank
  • May go down in value

Any questions about this should be taken up with an Infinex Representative or any bank officer.

Important Information About Procedures for Opening a New Account

To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for you name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.

Investment and Insurance Products are offered through Infinex Investments, Inc., Member FINRA/SIPC