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It’s always the right time to plan for retirement and it’s easier when you work with the right people.

A couple having fun riding a scooterOur Infinex Investments Team is focused on building strong relationships, while creating a detailed roadmap to help each client achieve their personal financial goals. 

We will work with you to select a mix of investment vehicles that can maximize the benefits of your plan. As your life changes, your plan should too. So, we'll regularly review recent life events, new goals and changes to income stream to ensure the plan is still meeting your needs.

Have you recently changed jobs? Looking to rollover your IRA? If you had a 401(k), 403(b) or 457 Plan balance with your previous employer’s plan, it's a good idea to review those investments with our Infinex Investments Team. We can help you select the appropriate option and assist you with completing the paperwork.

Let's also discuss:

  • Traditional IRA – individuals may be able to open and contribute to a Traditional IRA. To do so, you must have taxable compensation and be under age 70 1/2. Annual maximum contributions are determined by your taxable compensation and may be tax deductible on your federal income tax return. 
  • Roth IRA – qualified contributions to a Roth IRA are dependent upon your taxable compensation and your income tax filing status. Contributions are not tax deductible; however, if you meet certain conditions, withdrawals may be free from federal income tax, including contributions and investment earnings. 
  • Self-employed Pension Plan (SEP) - allows employers and self-employed individuals to establish a simple business retirement plan. The plan is flexible and allows you to make deductible contributions directly to each qualified employee's SEP IRA.
  • Tax Deferred Annuities - If you have taken full advantage of the tax benefits of a Traditional and/or ROTH IRA, tax-deferred annuities may be a good way for you to set aside additional savings to secure your financial future. 

Have Questions? Call us 860-572-4040.

We do not provide tax advice. Consult your tax advisor.

Financial Services Team

John Uyeki
Financial Advisor, Infinex Investments, Inc.; SVP, Director of Chelsea Groton Financial Services
(860) 572-4041
Jennifer Eastbourne
Program Coordinator, Infinex Investments, Inc.; AVP, Chelsea Groton Financial Services
(860) 572-4040
Jim Elliott
Financial Advisor, Infinex Investments, Inc.; VP, Chelsea Groton Financial Services
(860) 572-4039
Bob Fradette
Financial Advisor, Infinex Investments, Inc.; VP, Chelsea Groton Financial Services
(860) 572-4045
Paulette Retsinas
Financial Advisor, Infinex Investments, Inc.; VP, Chelsea Groton Financial Services
(860) 572-4046
Kathleen Ringler
Financial Advisor, Infinex Investments, Inc.; VP, Chelsea Groton Financial Services
(860) 572-4047
Alee Rogan
Financial Services Sales Associate, Infinex Investments, Inc.
(860) 572-4042

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.

https://brokercheck.finra.org/


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Please Note: Hyperlinked sites are not FDIC insured. Their content and functionality are not under the control or responsibility of Chelsea Groton Bank. Chelsea Groton Bank is not responsible for any link contained in any third party's site. We urge you to confirm the identity and authenticity of any third party hyperlink you enter.

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Please Note: Hyperlinked sites are not FDIC insured. Their content and functionality are not under the control or responsibility of Chelsea Groton Bank. Chelsea Groton Bank is not responsible for any link contained in any third party's site. We urge you to confirm the identity and authenticity of any third party hyperlink you enter.

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Please Note: Hyperlinked sites are not FDIC insured. Their content and functionality are not under the control or responsibility of Chelsea Groton Bank. Chelsea Groton Bank is not responsible for any link contained in any third party's site. We urge you to confirm the identity and authenticity of any third party hyperlink you enter.

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