Whether or not you have significant financial assets, it’s always wise to carefully invest whatever you do have in order to make it grow faster than it would otherwise. For example, are you aware of all your tax-free and tax-deferred opportunities? After all, the harder your money works for you, the more you can relax.
Shrewd investing with the help of a skilled, professional Financial Consultant, who will assess your portfolio and will help you plan ahead for college tuition, vacation homes, a little luxury in your life, or even a more comfortable retirement.
Matthew O’Brien, our in-house Financial Consultant from Infinex Financial Group – a specialist in the needs of community banking customers – is just that advisor.
We encourage you to call him at our Main Office – (203) 720-5000 ext. 6977 – to schedule a confidential, no-obligation appointment to discuss a personalized strategy for helping you achieve your goals.
- Estate, College and Retirement planning
- Portfolio analysis
- Retirement plans for small companies
- Stocks listed on the New York, American, OTC and Foreign exchanges
- Tax-Free Municipal
- Foreign Government
- Unit Investment Trusts
- Mutual Funds
- 4,000+ Funds, including Bond, Tax-free and Stock
- Retirement Accounts
- Fixed Annuities
- Variable Annuities