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 advice answering questions ranging from funding issues to employee eligibility requirements.
- Business Services
- Financial Planning
- Estate Planning
- Asset Management
Resources and Background Information
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Vice President, Newtown Investment Solutions
Financial Advisor, Infinex Investments, Inc.
For nearly 20 years Jim has been helping clients achieve their financial goals. He joined the Newtown Savings Bank team in 2006 and has been with Infinex since 2004. His clients include individuals, business owners, businesses, and non-profit organizations. He holds his series 6,7,63,65 and Life and Health Insurance licenses. Jim has been named a 5 Star Wealth manager for the past four years and an Elite Advisor for the past three years. Jim covers the Newtown, Bethel, Brookfield, Danbury, and Southbury offices.
Jim and his wife Linda reside in Sandy Hook with their three sons. He has served on numerous committees and boards including Newtown Youth and Family Services, Newtown Youth Lacrosse, Pomperaug Woods, The Newtown Lions and the Cub Scouts.
203.426.4440 ext. 3144
Nadine joined Newtown Savings Bank in 2010, has been with Infinex since 2013 and has over 15 years in the financial services industry.
Nadine graduated Summa Cum Laude from Western Connecticut State University. She holds FINRA Series 7 and 66 Securities Registrations, as well as her Life, Accident and Health Insurance License.
She assists James Wallace and Matthew O’Brien, and serves as the liaison between the Investment Department and branch staff.
203.426.4440 ext. 3148
Rita joined Newtown Savings Bank in 2012 and has been with Infinex since 2014. Rita is a Sales Assistant to James Wallace and Matthew O’Brien. Rita manages the administrative duties for the office. She holds her Series 6 and 63 licenses. She has volunteered with St. Mary’s School in Bethel.
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.