Investments

In 2001, Infinex Financial Group opened its office at Stoneham Savings Bank's Main Branch. Since then, Kevin Barry, Investment Executive has been helping people with Retirement Planning, Wealth Accumulation & Preservation and College Education Planning services. To schedule an appointment with Kevin, call 781-279-8920.

Retirement Planning

• 401k Rollovers to IRAs
• Guaranteed Lifetime Income
• Long-Term Care Insurance
• Life Insurance

Wealth Accumulation & Preservation

• Tax Free Municipal Bonds
• Mutual Funds
• Guaranteed Fixed Annuities

College Education Planning

• Tax-Advantaged 529 Plans

Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. Insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. 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. With regard to Guaranteed Lifetime Income and Guaranteed Fixed Annuities, all guarantees are by the issuing insurance company and are subject to the claims paying ability of the insurance company.

Securities offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC

Click here for the latest Infinex Newsletter.