What can you expect when planning for your financial future with us?
We start by listening and learning about your goals, needs, and preferences. After developing a clear understanding of your specific situation, we can begin to create a realistic, individualized investment plan. We determine how your new investment plan will fit within your existing portfolio and how it will impact your long term financial plan, then work with you to implement the plan. We help you select the right investment vehicle or mix of products that can help to maximize the benefits of your plan.
The plan may include all or some of the following investment and insurance opportunities:
*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.