Investments & Insurance
We care about your financial future.
Through our caring LifeDesign approach, our goal is to prepare you or your business for every stage of your financial life and help you get where you want to be. We want you to be ready for all the things life could have in store. To fulfill this mission, Fidelity Bank offers access to investment and insurance services through Infinex Investments, Inc.
Our Infinex financial professionals are here to work with you to create a financial plan that fits the financial goals and dreams for yourself and for your business. Regardless of where you are in your financial life cycle, we can provide valuable guidance, premier products and services, and a financial plan that meets your goals.
Whether it is retirement planning, life insurance planning, asset protection strategies, 401k management, or even education planning, there is no better time than now to plan for your future.
Meet our Investment Executive
Learn more about our Personal and Business Investment & Insurance Products:
Download our Investment and Insurance Flyer for a full list of services.
Call us today to schedule a complimentary LifeDesign review and get started on the road to financial freedom and peace of mind. 508.762.3609.
Visit our Life Guide Center and Business Guide Center for more information, tools and downloadable guides to help you better understand your financial needs.
Investment products are:
* Not a deposit
* Not FDIC Insured
* Not Insured by any federal government agency
* Not guaranteed by the bank
* May go down in value
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. We do not provide tax advice. Investors should consult their tax professional for their particular situation.