At Chelsea Groton Financial Services, we believe that your long term financial success starts with a good plan. That is why our team of Financial Professionals are trained to help you evaluate where you are today and where you want to be in the future. The next step is to work with you to put together the products and services you need to accomplish your goals. Whether you are seeking a comfortable retirement, the funds to educate your children or grandchildren, the guidance necessary to preserve and transfer your estate or ways to minimize your taxes - we can help. Following is a quick summary of the products and services we have to offer. For more information or for a FREE Financial Planning Session, stop by any branch or call 860-572-4040 (Shoreline area) or 860-823-4887 (Norwich area). Services offered through Infinex Financial Group.

Stocks & Bonds

Brokerage services are made available through Infinex Investments, Inc. located at Chelsea Groton Bank. Investing today covers the global marketplace. Select from all stocks listed on the New York, American, OTC and foreign exchanges. Choose from a wide variety of tax free Municipal, US, Foreign and Corporate Bonds.

Mutual Funds

At Chelsea Groton Financial Services through Infinex, you have a link to some of the world's top rated mutual funds right in your own backyard. With more than 11,000 funds to choose from, you'll be able to benefit from the performance of virtually every leading fund company and popular fund family. This includes:

Fidelity MFS Oppenheimer

Eaton Vance American Funds Dreyfus

Annuities

Both fixed and variable annuities can provide your investment portfolio with diversification and tax deferred growth. Many of these plans offer guarantees of principal and minimum earnings guarantees. Annuities also can provide you with lifetime income, a great way to assure that you do not outlive your money.

Participating insurance companies include: Jackson National, American Skandia, Nationwide, and AIG.

Professional Portfolio Management (Wrap Accounts) Substantial investors have access to over 20 leading institutional money managers. Accounts are individually managed to meet your specific investment objectives.

Life Insurance

No financial plan is complete without the ability to protect against the possibility of premature death. Whether you need $5,000 or one million dollars of personal protection or a life insurance program to protect your business and/or your employees, we can provide it for you.

Long Term Care Insurance

You have worked hard to accumulate assets and provide a secure financial future for your family. It is important to protect those hard earned assets against the possibility of long term health care expenses.

Financial Planning

Accomplishing your goals for the future begins with smart decisions and choices today. We can help. A financial plan is a blueprint from which you can build your future. A Financial Consultant can provide you with the sound investment advice that can help you from the ground up. You can arrange a one-on-one appointment by calling 860-572-4040 (Shoreline area) or 860-823-4887 (Norwich area). Our Financial Consultants are trained to listen to your goals and dreams and offer you comprehensive financial planning services to get you there.

Business Retirement Planning

Qualified retirement plans for business owners from sole proprietors to small to medium sized corporations are available. Whether you want to maximize your own retirement benefits or attract and retain valuable employees, we have the right plan for you. We can offer you 401(k)s, 403(b)s, SEPs, SIMPLEs, Money Purchase and Profit Sharing Plans and the expertise to help you decide which one is best for your business.

Individual Retirement Planning

Traditional and Roth IRA's are available. You can make your annual contributions into these plans as well as rollover and transfer assets from other plans. Allow us to consolidate your retirement accounts.

College Funding

529 Plans and Coverdell Education Savings Accounts can provide tax free growth to maximize your education savings program. Save for a child, grandchild or other loved one's higher education needs and maintain control of your assets while reaping significant tax benefits. Federal tax-free distributions from 529 Plans are for qualified distributions only. This is set to expire in 2010 unless extended by Congress.