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Meet Your Financial Consultants

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

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


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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