Receive More Than Just Investment Advice

Chelsea Groton Financial Services offers access to a full range of wealth management services and insurance products combined with solid financial advice to help clients’ manage and preserve wealth. Working with our financial advisors means having an expert trained to listen and understand your concerns, hopes and dreams. Someone who has an in-depth knowledge of the marketplace and can develop a plan to meet your needs. They will work with you and your other trusted advisors to get you where you want to be.

Strategies for Managing Newfound Wealth

Whether it's an inheritance, insurance settlement, proceeds from the sale of a business or another significant monetary event, there are many decisions that need to be made. Chelsea Groton Financial Services can guide you through practical steps and help manage your money in order to preserve and protect your wealth both short and long-term.

Have questions? Call us at 860-572-4040.

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.

Five Questions About Long-Term Care

Long-term care insurance can protect you against a specific financial risk-in this case, the chance that long-term care will
cost more than you can afford…