Wealth Management*
Investment and insurance products and services are offered through Infinex Investments, Inc.* Your future financial security is dependent upon making the right decisions today. But how can you be sure you're making the most informed decisions with thousands of investment options, constant market shifts and ever-changing tax laws? Our mission is to help you achieve your goals by serving as your trusted financial partner. Whether your financials are simple or complex, you can rely on our expertise, knowledge, experience and access to research and analysis to help you make sound investment decisions for both personal and business needs. We offer objective and independent guidance since we work for you, not for any one mutual fund or insurance company. Plus, because we're located right here at Union Savings Bank, your community bank, you can expect the same convenience, flexibility, responsiveness, and highest standards in personal service. Investment executive Matthew Sweet, CTFA, looks forward to working with you to create a strategy tailored to your needs, and helping you create a solid plan for the future. Matthew is a Certified Trust and Financial Advisor with over 10 years of experience. He currently holds the Series 7, 63 and 65 registrations. We invite you to contact Matthew to schedule a comprehensive, no-obligation consultation at your convenience. Or simply call with any questions, any time. *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. 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.Investments and Insurance
A solid plan for the future.
Free, no-obligation financial review.
Matthew Sweet
Certified Trust & Financial Advisor
Investment Executive
860-567-6417 msweet@infinexgroup.com
