Newtown Investment Solutions
Whatever ambitions you have for yourself or your business, the dreams you have for your family or the legacy you hope to leave behind, Newtown Investment Solutions will put the broad-range of retirement and investment solutions to work on your behalf. We’re here for you, right in your community.
Our team of financial advisors, asset managers, and investment advisors will help build a personalized investment plan to meet your goals. Our experienced financial experts at Newtown Investment Solutions will walk you through your investment options and make recommendations tailored to your unique financial situation.
Our investment services can help manage:
- Treasury and Municipal Savings Bonds
- Individual Retirement Accounts
- 529 College Savings Plans
- Managed Portfolios
- Financial Planning
- Business services (including 401(k)s and SEPs)
- High net-worth and foundation services
Planning for retirement on your own can be a challenge. Managing personal retirement plans, pension plans, social security, and other investments can become a burden. The expert retirement planners at Newtown Investment Solutions can help make retirement planning easy.
Our retirement planning services can help manage:
- 401(k) Rollover/IRA Rollover Services
- Mutual Funds (4,000+ from leading fund families)
- Early retirement planning
- Long Term Care Insurance
To learn more about retirement planning and retirement savings plans, visit our retirement planning page.
Investment Resources and Background Information
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Find Out More
If having locally-based financial advisors that are guided solely by your best interests sounds like a better idea to you, Newtown Investment Solutions could be the answer. Learn more about all the ways we can help you reach your financial goals. To arrange for an appointment, stop by any of our branches or call 203.426.4440 ext. 3148.
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 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. 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.