With over 11 years in the financial services industry, I am committed to providing the highest quality of service and sound investment advice to customers based on risk tolerance, time frame, investment experience and financial objectives. Following the Infinex process of discover, plan, implement, monitor, and most importantly educate, I am dedicated to helping my clients find a plan or solution that they can feel confident in. I value the importance of building personal connections with my clients, and take the time to fully understand their financial situation and potential needs. I understand the importance of consistent communication, and am readily available to answer any questions my clients may have.
My registrations include FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined Securities Agent), in addition to being Life and Health Insurance Licensed.
Email me anytime for a complimentary financial checkup, or to schedule to a virtual meeting. I look forward to hearing from you.
Infinex Financial Consultant
Infinex Investments, Inc.
(508) 381- 5212
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Milford Federal Investment Services is a trade name of Milford Federal 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 any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. *We do not provide tax advice. Consult your tax preparer for your particular situation.