FINANCIAL SERVICES

Certified Financial Planners™ Bob Fradette and Paulette Retsinas specialize in helping you to plan for your financial future. As representatives of Infinex Financial Group, the Chelsea Groton Financial Services team offers a variety of services including investment planning, wealth management, education funding, retirement planning, brokerage services, estate planning, and insurance.

Chelsea Groton Financial Services is unique because our Financial Planners place an emphasis on building relationships and completing comprehensive research regarding each client's individual needs. Bob or Paulette will then educate the client about the different investment opportunities available. Call 860.572.4040 to schedule your complimentary appointment.

 

INVESTMENT PLANNING

 

WEALTH MANAGEMENT

 

EDUCATION FUNDING

 

RETIREMENT PLANNING

 

ESTATE PLANNING

 

LIFE INSURANCE

 

 

 

 

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Chelsea Groton 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.