Trying to uncover the potential in your hard-earned dollars? Putnam Bank and Infinex Investments, Inc. have the solution! Experienced financial advisor, Ray Perry offers professional investment strategy and advice with the same customer service you’ve come to love about Putnam Bank.
With plans available for every budget, we listen to your needs, to then more forward on the best course of action for you. Unlike many larger banks, we make independent choices in conjunction with 40 investment companies, jointly offering over 500 different fund options.
Our primary goal is to help you create a sound package of investments that cohesively produce the results you are seeking.
Services & Products Offered:
- 401(k)/IRA Rollovers
- Business Retirement Planning Services
- Brokerage Accounts
- 429 College Savings Plans
- Stocks, Bonds & Mutual Funds
- Individual Retirement Plans (Traditional and IRA)
- Life Insurance
- Long Term Care Insurance
- Access to Estate Planning
Call Ray today at (800) 377-4424 x3076 to arrange a complimentary financial consultation, or ask any questions you may have regarding Infinex Investments, Inc. and its respective services.
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.