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Services

Securites offered through
INFINEX INVESTMENTS, INC.
Member FINRA/SIPC

DISCLOSURE
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.


Basic Services
  • Retirement planning
  • Education funding
  • Wealth (Asset) transfer strategies
  • Tax deferral and Tax free strategies
  • Purchase or sell stock (certificates or in street name)
  • Purchase or sell Treasury bills, bonds and notes
  • Purchase or sell municipal bonds
  • Purchase, transfer or redeem mutual funds
  • Purchase, transfer or surrender annuity products
  • 1031 exchanges

Types of Accounts
  • Regular individual investment accounts
  • IRA, IRA rollover or IRA transfer
  • 529 Plans
  • SEP – Simplified Employee Pension
  • 401(k) and 401(k) rollovers
  • Joint Survivorship Accounts
  • UTMA’s – Uniform Transfers to Minors Accounts