Investments & Brokerage Services
Saving and protecting your money now is one of the most critical actions you can take in building the foundation for your financial future. Whether you need to start an investment plan, pass on a legacy, or protect your family's assets, we want to make sure that you have the right advisor and the right investment plan. Together we can build the financial future of your dreams.
No investment services plan is the same because every customer's life is different. And we prefer it that way. Our team is able to approach each investment plan with creativity backed by a disciplined approach and years of experience.
Your Goals May Be
- Managing your wealth
- Passing on your legacy
- Saving for a major purchase
- Planning your retirement
- Leveraging your retirement income
Our Solutions Include:
Retirement Planning Services and IRAs
Retirement planning begins with defining your goals and setting a course of retirement savings and investments that will allow you to reach those goals. We can help.
A Mutual Fund brings together money from many people and invests it in a collection of stocks, bonds, or other assets.
529 College Savings Plans
Pay for college can be overwhelming when saving for college hasn't been on your mind.
An annuity or annuity fund is an insurance product that can provide long-term income, often used to help fund retirement.
Thinking about life insurance can be tough but it's an important step in making sure that you and your loved ones are protected.
Infinex and First Commonwealth 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.