Meriden, CT (PRWEB) September 03, 2014
The Savings Bank, with $480 million in assets and 9 branches in Massachusetts, has selected Infinex Financial Group (Infinex) as its new broker dealer for TSB Securities Group.
“We are pleased to be associated with a firm that focuses on and specializes in providing investment, insurance, and wealth management services to financial institutions,” said Brian McCoubrey, President & CEO for The Savings Bank.
“The Infinex team is very excited that The Savings Bank selected us as their broker dealer partner,” said Stephen P. Amarante, President & Chief Executive Officer of Infinex. “Our focus on financial institutions, recent technology enhancement, high-touch support model, and lead generation process, which includes our C.A.R.E. Referral Training Program, will be invaluable to the advisors and their clients.”
Infinex is an independent broker dealer that has been serving the investment, insurance, and wealth management needs of financial institutions for over 20 years. Currently, Infinex supports over 160 community based financial institutions and more than 450 advisors. The firm, headquartered in Meriden, CT and Glen Allen, VA has a unique history of being formed by banks, owned by banks, and focused on providing service to financial institutions.
Financial institutions or advisors interested in learning more about Infinex can contact the Business Development Team at 1-800-218-2827 or visit http://www.infinexgroup.com.
For more information about The Savings Bank products and services, visit http://www.tsbawake24.com.
Investment and insurance products and services are offered through Infinex Investments, Inc. Member FINRA/SIPC. 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.