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Investment Services

Make the most of your money today for tomorrow.

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.

Investment Services

  • Estate, College and Retirement planning
  • Portfolio analysis
  • Retirement plans for small companies

Investment Products

  • Stocks
    • Stocks listed on the New York, American, OTC and Foreign exchanges
  • Bonds
    • Tax-Free Municipal
    • U.S.
    • Foreign Government
    • Corporate
  • Unit Investment Trusts
  • Mutual Funds
    • 4,000+ Funds, including Bond, Tax-free and Stock
  • Retirement Accounts
    • IRAs
    • SEPs
    • 401(k)
    • Fixed Annuities
    • Variable Annuities
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
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