Infinex has the product offerings to help provide your clients with viable choices for every stage of their lives. We offer a full range of brokerage, insurance, fee-based /advisory, wealth management and commercial products, programs and solutions. Infinex provides personalized service and focused high-touch support paired with industry-leading resources and state-of-the-art technology to help your clients excel.

Wealth Management:

As a firm, Infinex is committed to offering "best-in-class" solutions for all of a bank clients' potential needs. For the higher net worth client, we offer the full range of products and expertise to aid in gathering more assets and help find, win, and keep these important clients.

  • Financial Planning Tools and Technology
  • Wealth Management/Fee Based Advisory Products
  • Research
  • Proposal Generation/Case Design and Support
  • Life Insurance/Estate Planning


Our dedicated focus on financial institutions means we understand the unique advantages and challenges of offering financial services within the framework of a community bank. Through our full range of product offerings, we make it easy for your institution to be a client’s one-stop shop for financial services and wealth management.

Our products include:

  • Brokered CDs
  • Business owner solutions
  • Cash Management
  • Corporate and Municipal Bonds
  • Disability Insurance
  • ETF Asset Allocation Accounts
  • Extended FDIC sweep account
  • Fee-Based / Advisory Products

    • Open Architecture Advisory Accounts
    • Multi-Strategy Accounts / Unified Managed Accounts
    • Separately Managed Accounts
    • Mutual Fund Asset Allocation Programs
  • Fixed Annuities
  • Individual Stocks
  • Insurance: bank, corporate & trust owned life insurance
  • Long-Term Care Insurance
  • Mutual Funds
  • Permanent Life Insurance
  • Retirement Plans
  • Term Life Insurance
  • Treasury Securities
  • Trust Services
  • Unit Investment Trusts
  • Variable Annuities
  • 1031 Real Estate Exchanges

Supporting your Client’s Life Dreams

Infinex offers access to unbiased, independent research and advice aligned with your clients'
financial goals.