INFINEX WILL BE CHANGING TO OSAIC THIS OCTOBER
YOUR INFINEX TEAM WILL REMAIN INTACT AND YOU CAN EXPECT THE SAME INCREDIBLE SERVICE YOU'VE COME TO EXPECT, JUST UNDER A NEW NAME
PARTNERSHIP BENEFITS
OUR HISTORY & OWNERSHIP STRUCTURE
Infinex was founded by banks and four state banking associations. Our ownership structure champions Infinex's original mission of serving the financial institution market from the bankers' perspective and in a way that is uniquely different than the competition. To learn more about our history and its impact on today and the future, visit our Ownership Structure page.
DEDICATION TO THE FINANCIAL INSTITUTION CHANNEL
With over 230+ programs and 25+ years dedicated to the bank channel, Infinex is highly experienced at providing investment, insurance and wealth management services to financial institutions and their clients. The demands of a financial institution-based investment program are far different than that of an independent financial professional. We know the challenges you are facing and have the knowledge, technology and team to support your success.
ADDITIONAL RESOURCES
Infinex's ownership structure and focus on financial-institution based investment programs equates to high payouts and low client fees. We also have the autonomy to continuously assess the needs of our financial professionals and reinvest accordingly. This means that Infinex financial professionals actually have access to more resources and services than those available at other broker-dealers.
CUSTOMIZED SUPPORT & SERVICE
In today's market, a cookie -cutter approach to business and sub-standard service levels are simply unacceptable to you and your clients. Infinex understands how much your culture, branding and client relationships mean to you. As such, customized support and personalized service are at the heart of who we are and what we deliver, no matter the size of your program or your book of business.
SERVICES & MORE
Select the graphics below to review Infinex's top-notch services and strengths. (There are plenty more!)
Contact us today to discover additional Infinex resources and how we could partner with you to grow revenue, instead of jeopardizing it with a complicated, impersonal transition.
ABOUT INFINEX
Founded in 1993, Infinex Financial Group is a broker-dealer powerhouse that prides itself on an unwavering commitment to serving the interests of our clients. Personalized support and relationships matter to us. Because of our history and ownership structure, we are empowered to deliver top-notch support and services. Our entire team is dedicated to helping you drive bottom-line revenue and build a strong wealth, investment and insurance program.
Infinex is headquartered in Meriden, Connecticut and maintains offices in California and Virginia.
Stephen Amarante
Infinex President & CEO
"At Infinex, we embrace the idea of being a third-party marketer. Success today takes more than access to functionality- it takes people who are experts at providing sales and marketing support to help you improve results.
Unparalleled service is our mission. No other broker-dealer can offer you more in flexibility, experience, insight, and value than Infinex. I encourage you to reach-out and to get to know us personally. More importantly, learn how a partnership can truly help you to thrive and to promote revenue growth. Take the Infinex road and experience the difference it can and will make in the year ahead!"
- Stephen Amarante, Infinex President & CEO
CREATED BY FINANCIAL INSTITUTIONS.
FOR FINANCIAL INSTITUTIONS.
A firm dedicated to meeting the needs of the institutions it serves, Infinex delivers:
-
Service: Top-notch service levels that improve the daily work flow and client experience for Program Managers, financial professionals and licensed-branch employees.
-
Technology: Leading-edge integrated technology via our proprietary platform- Infinet.
-
Relationship Management: In-field, personalized relationship management focused on program growth.
-
Wealth Solutions: Results-driven Wealth Solutions and Life Insurance support and services
-
Marketing Solutions: Including digital initiatives to expand your reach and relationship building collateral.
-
Referral Generation: The lifeblood of financial institution based investment programs is referrals. Our proprietary C.A.R.E. program provides access to tools and consistent communication to make referring easy.
-
High payouts and low client fees.
CREATED BY FINANCIAL INSTITUTIONS.
FOR FINANCIAL INSTITUTIONS.
CONTACT US
For more information about how Infinex can help you and your investment program succeed with a stress-free conversion and the right long-term partnership, contact Jere Colcer today!
CLIENTS & INDIVIDUAL INVESTORS
Please contact Infinex at:
(800) 987-9299
Infinex Financial Group
538 Preston Avenue
Meriden, CT 06450
NEW BUSINESS OR CONVERSION QUESTIONS?
Contact Jere Colcer
Senior Vice President,
New Business
(704) 650-7692
Complete the following quick-form to have Jere contact you directly!