A full portfolio of options; investment advice you know you can trust
No matter how complicated your financial picture, Collinsville Bank can help bring clarity. Through our partnership with Infinex Financial Group, the country's only full service brokerage and insurance firm founded and owned by community banks, we provide access to a full range of investment and insurance services including:
- Individual retirement planning
- Individual retirement accounts
- Business retirement plans
- College savings plans
- Estate planning
- Mutual funds
- Stocks
- Bonds
- Money market funds
- Tax deferred annuities
- Life insurance
* Refer to a tax professional regarding potential tax benefits.
Contact our investment advisor today!
David Maikowksi, an Infinex investment executive, is an experienced, knowledgeable professional who can provide you with consultation and guidance to help achieve long-term financial goals.
Based in our Canton office, David is available for free consultations and to answer any questions you may have about our full range of investment portfolio services. Reach him by calling (860) 693-5007 or visit him in person at our office, 277 Albany Turnpike, Canton, 06019.
Please note: 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.
