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Investments

Let us help you create a strategy to reach your financial goals.

Whether you're planning for retirement, creating an estate to pass on to your heirs, or saving for your child's higher education, we're here to assist you. Infinex Financial Group, located at BankFive takes pride in helping our neighbors in Massachusetts and Rhode Island prepare strategic financial plans tailored to meet their individual needs and expectations.

Infinex Financial Group, located at BankFive, can get you where you want to be:

  • Various investment vehicles for unique goals
  • Customized investment strategies
  • Objective advice and attentive service

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Investment Management

A diversified, strategic portfolio can help you reach your goals.
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Retirement Planning

We'll help you plan so you can live the retirement lifestyle you envision.
 
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Annuity Planning

Our annuity options include fixed, variable, indexed and immediate.
 
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Education Planning

Ensure you have the funds you need for your child's future education expenses.
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Infinex Disclosure

Investment and Insurance Products 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. Always read the prospectus carefully prior to investing.

Planning Resources
Access helpful savings resources, and learn more about planning for college and retirement.