Financial Planning & Investment Services
Located at The Milford Bank
Why Choose us?
No two businesses are exactly alike. That’s why we offer access to a full range of insurance and investment products to help you meet your company’s goals. We know that one size does not fit all, and through Infinex, we can tailor a strategy just for you. Let us help you find the right fit and feel confident about your future.
We want your relationship with Infinex Financial Group located at The Milford Bank to be the best experience you have ever had. So invest a little time now and contact our Financial Services Manager, John Kuehnle at (203) 783-5782 or firstname.lastname@example.org.
We offer a full range of services including: 401k Plans, Safe Harbor 401k, Roth 401k, Non-Qualified Deferred Comp. Plans, SEP & SIMPLE Plans, Payroll Deducted 529 College Savings, Health Savings Accounts, Group Life Insurance, Group Disability Insurance, Group Long Term Care Insurance, Second Opinion Service, Retirement Plan Advisor Services, Business Succession Planning, Buy Sell Agreement, and Managed Money Services.
Contact me to discuss what options would best fit your goals. Or, if you prefer, access our Financial Education Center to learn more about the topics of interest to you. Click here to go to our Financial Education Center.
Important Information: 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.
It is important that our customers understand that the products and services made available through Infinex Financial Group:
- are NOT a deposit
- are NOT FDIC insured
- are NOT insured by any agency of the United States
- are NOT guaranteed or insured by any bank or bank affiliate
- may lose value
Any questions about this should be addressed to an Infinex Representative or any bank officer.