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Investment Planning

Investment Planning

Smart planning for your financial future begins with a trusted financial advisor on your side.

When considering an investment plan for your retirement, you'll benefit from a relationship with a trustworthy advisor who explains all your investment options and helps you make the best decisions. Infinex Financial Group, located at Savings Bank of Danbury, provides customers with comprehensive financial advice.

We take time to listen to you and to understand your current financial situation and future goals. Then we create a strategy that can help you get to where you want to be through a variety of investment options: 

  • Mutual funds
  • Tax-deferred annuities
  • Stocks
  • Bonds
  • Life insurance
  • Long-term care insurance
  • 529 plans

Call Robert Peckham at 203.775.5225 to learn more about Infinex Financial Group, located at Savings Bank of Danbury, and set up a meeting. Or email him at rpeckham@infinexgroup.com.

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.