Business

Employee Group Benefits

Customize an affordable benefit package to suit the needs of your employees and strengthen retention efforts. Work directly with a licensed financial professional to discuss options and associated costs.

Benefits available include

  • Life Insurance
  • Disability Insurance
  • Retirement Plans
  • Group College Savings Plans
  • Long Term Health Care Program

For more information, please contact our Registered Representative of Infinex Investments, Inc., Jim Smyly at 781-481-5832 or by email at .

Broker Check by FINRA

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Stoneham Financial Services 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.

NOT A DEPOSIT. NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.

Executive Benefits

Maximize owner benefits while rewarding and retaining key employees. Work side-by-side with a licensed financial professional to coordinate a benefit package that supports essential personnel and their families.

Benefits available include

  • Deferred Compensation
  • Key Man Insurance Plans (Life and Disability)
  • Disability Insurance
  • Retirement Planning
  • College Savings Plans
  • Investment Planning
  • Insurance needs analysis
  • Estate Planning
  • Long Term Health Care

For more information, please contact our Registered Representative of Infinex Investments, Inc., Jim Smyly at 781-481-5832 or by email at .

Broker Check by FINRA

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Stoneham Financial Services 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.

NOT A DEPOSIT. NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.

Business Continuation

When the time comes to pass the torch, will you have an adequate plan in place to protect your family and business? Map out a thorough plan with a licensed financial professional to ensure its continuation during times of sale or transfer of ownership.

Features

  • Work directly with a licensed financial professional to plan the future of your business
  • Develop a plan to transfer the business to children or others
  • Help protect owner families and provide ownership with an exit strategy

For more information, please contact our Registered Representative of Infinex Investments, Inc., Jim Smyly at 781-481-5832 or by email at .

Broker Check by FINRA

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Stoneham Financial Services 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.

NOT A DEPOSIT. NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.

Retirement Planning

Find a tax-efficient way to support retirement savings. Consult with a licensed financial professional to identify the best plan for your company.

Options include

  • 401K Plans
  • Simple IRA
  • SEP IRA
  • Traditional IRA
  • Roth IRA

For more information, please contact our Registered Representative of Infinex Investments, Inc., Jim Smyly at 781-481-5832 or by email at .

Broker Check by FINRA

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Stoneham Financial Services 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.

NOT A DEPOSIT. NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.

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Jim Smyly

781-481-5832

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