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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.

Bob Fradette, CFP®, CLTC, ChFC
With over thirty years of experience in the financial services industry, Bob advises clients on how to achieve their financial goals. "In order to provide my client with the right direction, I first want to find out his goals, time frame, and risk tolerance. Based on that information my recommendation will be suitable for the client to achieve his or her objective." Chelsea Groton Financial Services clients benefit from the specially tailored financial plans Bob provides.
Registrations & Licenses Held: Series 7, 24, 63, 65, Life, Accident, and Health Insura nce

 

Paulette Retsinas, CFP®, CLTC
Paulette has worked in the financial services industry for more than twenty-five years. She works with clients to determine their goals and assists them in acheiving their objectives for their financial futures. "I invest quite a bit of time with each client gathering information regarding that client's unique goals, time frame, and risk tolerance. This process allows me both to understand my client's needs and to offer the recommendations that are best suited for my client." Clients directly benefit from Paulette's individual attention and specialized approach to customer service. Registrations & Licenses Held: Series 7, 24, 26, 63, 65, Life, Accident and Health Insurance

 

Jen DeLucia, Financial Associate, Financial Services Program Manager
Jen serves as the Chelsea Groton Financial Services Program Manager. For Jen, working for Chelsea Groton Financial Services has allowed her to employ a customer-centric business model. "We are willing to work with anyone to accomplish their unique financial goals." Call Jen today to make an appointment for a complimentary review of your financial situation at 860-572-4047.
Registrations & Licenses Held: Series 6, 7, 63, Life, Accident, and Health Insurance

 

Mark Tillinghast, Financial Associate
Mark has spent more than twenty years working in the financial services industry. Currently, Mark is a Financial Associate for Chelsea Groton Financial Services. Whether you are looking for a Term Life Insurance Policy or Single Premium Whole Life Insurance, according to Mark, "Our customer service sets us apart; we deal directly with our clients. We are honest, upfront, and go through the process with you." Call Mark at 860-572-4041 to learn more today.
Registrations & Licenses Held: Series 6, 63, and Life Insurance

 

Lisa Horan, Administrative Assistant
Lisa has been a member of the Chelsea Groton Financial Services team for more than three years. Lisa says, "I find it very gratifying to be able to assist our clients and Financial Planners in any way I can. This is a great place to work." Please call Lisa now at 860-572-4040 to make an appointment for your complimentary consultation with one of our Certified Financial Planners, or click here to schedule an appointment online.

Infinex
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Mark Tillinghast
Bob Fradette
Paulette Retsinas
Jen DeLucia
Lisa Horan