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Meet Your Financial Consultants
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Robert R. Fradette
860-572-4045
Experience
Bob has over 25 years of experience in the financial services market.
He counsels his clients on how to stay on target to achieve their financial
goals and objectives. He has been with Infinex Investments and Chelsea Groton
Financial Services for the past six years, providing comprehensive financial and
wealth management strategies.
Qualifications
CFPTM
CLTC
Series 7: General Securities Representative
Series 24: General Securities Principal
Series 63: Uniform Securities Agent
Series 65: Uniform Investment Advisor
Life, Accident and Health Insurance
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Paulette Retsinas
860-572-4046 or 401-248-4464
Experience
Paulette has 22 years of experience in the financial services industry. She feels
genuine satisfaction in helping her clients find solutions to their financial concerns.
Paulette's hallmark is customized service with a smile. In her spare time, she serves as
a Treasurer and Trustee for the Westerly Library and Park Board.
Qualifications
CFPTM
CLTC
Series 7: General Securities Representative
Series 24: General Securities Principal
Series 26: Investment Company Principal
Series 63: Uniform Securities Agent
Series 65: Uniform Investment Advisor
Life, Accident and Health Insurance
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Investment and insurance products are offered through Infinex Investments, Inc.
Member FINRA/ SIPC. 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. |
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