Infinex Financial Group Signs Northern Bank and Trust

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The Infinex approach for operational efficiency, lead generation, technological advancements, and a deep understanding of bank based investment programs were the deciding factors.

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We were looking for a partner who had a deep understanding of bank based investment programs.

Northern Bank and Trust, an $825 million bank with 11 branches in Middlesex County Massachusetts, has selected Infinex Financial Group (Infinex) as its new broker dealer.

“We were looking for a partner who had a deep understanding of bank based investment programs” said David G. Hanafin, Vice President, Director of Wealth Management at Northern Financial. “It became clear that Infinex understands what we are trying to accomplish and could help us reach our goals.”

Infinex is celebrating its 20th anniversary as an independent broker dealer focused on serving the investment, insurance, and wealth management needs of financial institutions. Currently, Infinex supports over 200 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.

Stephen P. Amarante, President & Chief Executive Officer of Infinex stated: “We are very excited that Northern Bank and Trust selected Infinex as their broker dealer partner. Our focus on financial institutions, recent technology enhancement, high-touch support model, and lead generation process, which includes our CARE Referral Training Program, will be invaluable Northern Bank and Trust as they continue to grow their investment program. I have every confidence we will execute all facets of our model at a high level and have a mutually beneficial, long lasting relationship with the team at Northern Bank and Trust.”

Financial institutions or advisors interested in learning more about Infinex can contact the Business Development Team at 1-800-218-2827 or visit

For more information about Northern Bank and Trust products and services visit

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.

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Christine Strickland
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