|| Financial Planning
For clients who need help in planning their financial future, we offer access to customized financial planning services. The financial planning modules of Infinex Investments, Inc. can be tailored to your overall financial objectives to meet a specific goal, such as funding your child's education. We also provide our customers with access to several leading trust service providers and can assist our clients in all facets of their estate planning needs and objectives.
Accomplishing your goals for your future begins with the informed decisions you make today. Fairfield County Financial Services can offer you access to these comprehensive financial planning services:
A Certified Financial Planner can create a customized independent, fee-based financial plan for your future, factoring in your risk tolerance, resources and current asset allocation and tax liability. This plan will leverage your current and future assets to realize your financial goals.
For more information or to schedule an appointment, call Fairfield County Financial Services at (203) 431-7530 or toll-free at 1-800-776-6518, ext. 7530.
Investment and insurance products are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Fairfield County Financial Services is a trade name of Fairfield County 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 a bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.