Investments and Insurance

When it comes to securing the future of your family or your business, you will need to understand all the financial options available and how to integrate various elements into a results driven plan. 

Our Infinex financial professionals have over 70 years of combined experience helping individuals, families, business and non-profit institutions reach their financial goals. We also call upon the talents of recognized experts in the fields of tax law, estate law, accounting, insurance and investment resources when client needs require specific expertise. The result is an unbeatable team of highly qualified professionals focused on your unique situation and financial needs.

Investment Management services are offered through Fidelity Institutional Brokerage Group.

Securities are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.

Fixed Insurance is offered through Consolidated Life Producers.

Services, securities and insurance offered through Independence Financial Advisors, LLC and Fidelity Institutional Brokerage Group, Infinex Investments, Inc. and Consolidated Life Producers are not FDIC-insured, are not deposits or obligations of nor guaranteed by Community Guaranty Savings Bank. These products are subject to investment risk, including possible loss of value and are not insured by any federal government agency. For more information about a particular security, ask for a prospectus. Please read it carefully before making an investment.