529 College Savings Plan
Financial Answer Center
Fairfield County Financial Services offers all the experience, products and financial insight you expect from a Wall Street firm. Our access to investment products and services through Infinex Financial Group enables our Financial Advisors to create with you a prudent and informed investment strategy.
Investment products and services available to you through Infinex include:
Common and preferred equity issues of publicly traded companies
U.S. Treasury, tax-free municipal, corporate and convertible bonds
Over 4,000 different mutual funds from the leading fund families
Both fixed and variable annuities from various issuers
Individual Retirement Accounts
Traditional and Roth
529 College Savings Plans
An innovative college savings program that offers tax-free growth on contributions to higher education expenses
401(k) Rollover/ IRA Rollover Services
Facilitate the rollover over of 401(k), 403(b) and other employer sponsored retirement plans
Fee Based Money Management Programs
As a part of a comprehensive financial plan, fee-based money management programs utilize various asset allocation strategies which serve to complement short term planning approaches.
Whether you’re planning for your retirement, saving for a child’s education or need to develop an estate plan we can help.
We offer access to customized financial planning services. Among these planning services are:
- Retirement Planning
- Estate Planning
- Education Planning
To Find Out More
Contact Us or call us 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. 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.