Personal Services -Template

Investment Services Right Where You'd Expect
Sophisticated Investments with Hometown Service

The Milford Bank offers access to investment financial services without sacrificing the individual attention you have come to expect from us.

After 25 years in retail management, I decided to shift my career path and enter the business of financial services. I began my career in insurance and financial services in 2001 working with a small fraternal organization. My focus was on learning the business. I then, began building my practice by partnering with families and individuals.

In August 2002, I moved my practice and became an independent agent. My purpose was to expand my portfolio of products in order to better serve my clients. The main goal of my practice has been to be a trusted financial professional to my clients. To do that I felt the need to know and have available the products and services that could best fit my client’s needs.

I have built my practice on a Wealth Management Platform, which means; to create a relationship built on trust and understanding which addresses the key aspects of my clients’ financial lives. In 2005 I expanded my practice to work with small and medium size business and added fee-based financial planning for those looking for extensive planning.

I hold a Series 7 & 66 and CT State Insurance Licenses. My expertise is in the personal and small business markets in building assets and the protection of those assets.

Call John at: 203-783-5782
jkuehnle@infinexgroup.com

Investment and insurance products and services are offered through Infinex Investments, Inc., Member FINRA/SIPC.Infinex Invesments, Inc. and Milford 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 are 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.

Wise money management is essential to achieve your financial goals. And certainly you are aware that there are many ways to invest. You may want to invest where you feel comfortable. We understand that.

Utilizing the resources of Infinex Financial Group located at The Milford Bank, we offer access to high quality, professional investment products. These include mutual funds, stocks and municipal and government bonds -- the same products delivered by most brokerage firms.

You should know that unlike some big banks or investment houses, Infinex does not sell its own products. Instead we make independent choices from many investment companies. The bank's Financial Services Manager, John Kuehnle, has no selfish reason to steer you into a particular fund family.

John is someone you can rely upon to mold the various investment products into your personal investment program. Whether you are planning for retirement, putting a child through college, providing a pension plan for a business or simply growing your wealth, John can help you invest in ways best suited to your preferred level of risk and your financial objectives.

Remember our investment philosophy is to help you find investment alternatives you can use to reach your financial goals at a risk level with which you feel comfortable. Our business philosophy is to never forget that our customers are also our neighbors.

We want your investments with Infinex Financial Group located at The Milford Bank to be the best investments you have ever made. So invest a little time now and call, e-mail or visit John Kuehnle.

It is important that our customers understand that the products and services made available through Infinex Financial Group:

Any questions about this should be addressed to an Infinex Representative or any bank officer.

Infinex Financial Group
Infinex Investments, Inc. Member:FINRA/SIPC
Infinex Insurance Agency, Inc.