Investment Services and Retirement Planning
Do you have a plan in place for your retirement? To assure your child's education? Save on taxes? Gain financial security? If not, Infinex can help!
Looking at Options
To make decisions wisely, you’ll need to understand all the financial options available and how to integrate various elements into a cohesive and results-driven plan.
A Simple Approach to Investment Services and Retirement Planning
Quality of investment. Quality of service. Our commitment to provide quality investment services, retirement planning, advice, and research is in each plan we prepare.
Putting It All Together
Once we determine how your new investment plan will fit within your existing portfolio and how it will impact your long-term financial or retirement plan, we can implement the plan. Using highly respected research firms, we select the right investment vehicle or mix of products that will maximize the benefits of your plan.
- Separately Managed Accounts
- Brokerage Services (Stocks, Bonds, Mutual Funds, REITs)
- Tax Free and Tax Managed Investments
Retirement Planning Services
- Retirement Income Planning
- 401K Rollover Strategies
- IRA Planning (Traditional IRA, Roth IRA, SEP IRA, Simple IRA)
Insurance Planning Services
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
Business Planning Services
- Business Succession Plans
- Buy/Sell Agreements
- Deferred Compensation Plans
- Qualified Retirement Plans
- Non-Qualified Retirement Plans
To speak with us regarding your investment options, please fill out the form below and we will contact you shortly.
BANKFIVE HIRES PAULA ANDREWS TO LEAD NEW BRANCH IN BRISTOL
Trusted Bristol Banker to Head Bank’s First Rhode Island Location
Fall River, MA (October 20, 2014) – BankFive (bankfive.com), one of the top community banks in Massachusetts, today announced the appointment of Paula Andrews as Branch Manager for the Bank’s new Bristol, RI location. A grand opening event for the new location, located at 590 Metacom Avenue in Bristol, is scheduled for November 15.
With more than 25 years in banking, Ms. Andrews is an experienced banking professional. For the past 14 years, she served as Bristol branch manager for two banks – one regional and one national bank. During that time she has been actively engaged with the business community as a member and past chairman of the board for the East Bay Chamber of Commerce. She is also a member, past president and board member of the Bristol Rotary Club.
Ms. Andrews has also made several contributions across the broader Bristol community, actively supporting and volunteering on behalf of any organizations such as American Cancer Society, Habitat for Humanity, March of Dimes, Save the Bay/CVS Golf Classic, Art Night Bristol/Warren, and the Food Bank. She even organized the Tri-town Food Drive.
“Paula is a fantastic example of what a community banker is supposed to be,” said BankFive President & CEO Bill Eccles. “Not only is she a knowledgable and dedicated banking professional, she has demonstrated a clear concern for the community she serves. I am confident she will be an invaluable addition to our team, and a valued resource for BankFive’s customers in and around Bristol.”
Originally from Bristol, Ms. Andrews now lives in nearby Warren with her family.
BankFive’s new Bristol branch is the Bank’s first in the Ocean State. It features a state-of-the-art technology bar, a kids corner, and all of the proven banking solutions you’ve come to expect from BankFive. This new office will also provide tremendous convenience with three drive-up lanes, including two teller lanes and one 24-hour drive-up ATM.