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
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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 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.
Luke has more than 20 years of industry experience. As part of the Newtown Investment Solutions team, he strives to work in the clients’ best interest while developing and providing comprehensive tailored strategies for clients to support of a wide range of investment goals, including retirement planning and wealth management. He holds FINRA series 6, 7, 24, 63, and 65 registrations. Luke is also licensed in life and health insurance and holds the prestigious Certified Financial Planner (CFP®) designation, obtained through the College for Financial Planning.
Luke is an avid runner and triathlete, he has completed in several marathons and qualified for the Boston Marathon. Above all, Luke and his wife are proud parents of a daughter and son both now in college and cherish their time together in Redding, CT.
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.