Investment and Retirement Planning
We can give customers the benefit of investment and retirement planning consultation from Newtown Investment Solutions.
Newtown Investment Solutions
Infinex representatives provide access to a variety of investment vehicles, including annuities and mutual funds. They’re also licensed to handle:
- Key-person life insurance policies
- Disability policies
- Other insurance needs
- In addition, Infinex offers a variety of retirement plans, including 401(k)s, SEPs and Simple IRAs, along with expert advise answering questions ranging from funding issues to employee eligibility requirements.
Core Solutions
- Business Services
- Financial Planning
- Estate Planning
- Insurance
- Asset Management
- Securities
Securities
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Newtown Investment Solutions is a trade name of the bank. 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.