Infinex Investments, Inc.

When you work with Infinex Financial Group, you can expect the same professional service you have come to trust at Putnam Bank. Ray Perry will help you investigate the wide variety of investment services and products available and how they might work together to best meet your financial goals.

Utilizing the resources of Infinex Financial Group located at Putnam Bank, we offer you high quality investment products. Unlike some large banks or investment firms, Infinex does not sell its own products. Instead Infinex makes independent choices from over 40 investment companies who, together, offer over 500 different funds. Our only goal is to help you create a strategy and package of investment products that help you reach your financial goals at a risk level with which you feel comfortable.

At Infinex Investments, first we listen. Together we plan. And we never forget that our customers are also our neighbors.

Services & Products Offered

• 401K / IRA Rollovers
• Business Retirement Planning Services
• Brokerage Accounts
• 529 College Savings Plans
• Stock and Bond Mutual Funds
• Individual Retirement Plans (Traditional and Roth)
• Annuities
• Life Insurance
• Charitable Remainder Trust
• Long Term Care Insurance
• Estate Planning

If you would like to arrange for a free financial consultation or have any other questions, please contact Ray Perry via email or call 860-928-6501 x3076.

Important Information
Investment and insurance products and services are offered through Infinex Investments, Inc., member FINRA/SIPC. In Massachusetts, insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. 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.

Products offered through Infinex Investments, Inc:

• are not insured by the FDIC or any other agency of the United States
• are not a deposit or other obligation of the bank or bank affiliate
• are not insured or guaranteed by the bank or bank affiliate
• are subject to investment risk, including possible loss of value

Putnam Bank and Infinex Investments, Inc. are not affiliated. 

For more information about a particular mutual fund, please call Ray Perry at 860-928-6501 x3076 and ask for a prospectus.