Infinex Financial Group

Description

Infinex Financial Group, a third party marketing company, provides investment services for community banks. The company provides non deposit products, such as stocks, bonds, mutual funds, and wealth management strategies; brokerage products and services, including individual stocks, corporate and municipal bonds, unit investment trusts, and treasury securities; and insurance products, which comprise fixed and variable annuities, term and permanent life insurance policies, disability and long-term care insurance policies. It also offers investment advisory and financial planning services, including managed account programs; mutual fund asset allocation programs; and customized financial planning services, as well as provides access to trust service providers and assists in estate planning. In addition, the company operates on-line quote system, which provides access to insurance carriers; Infinetonline, a Web-based application that offers a platform to compliance management, time management, marketing, account management, contact management system, shared calendar services, and asset summary tools; and commission-based brokerage accounts, fee based accounts, branch training programs, and marketing and referral programs. Infinex was founded in 1993 and is based in Meriden, Connecticut. Infinex Financial Group operates as a subsidiary of SI Financial Group Inc.

Tags:

Banking, Banking Insurance, Corporate and Investment Banking Services, Individual Banking, Investment Banking and Financial Services Company, Bank Securities, Real Estate Banking, Investment Loans, Banking and Investment Management Services, Banking Markets, Personal Loans