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BECAUSE GETTING THE

SUPPORT & SERVICES YOU DESERVE SHOULD NEVER FEEL LIKE AN EXTREME SPORT...

 

TAKE THE INFINEX ROAD IN 2021!

CHANGING BROKER-DEALERS?

 

PARTNERSHIP BENEFITS

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OWNERSHIP STRUCTURE & YOUR REQUESTS

Infinex is majority owned by a group of nearly 40 banks. As such, your priorities are our priorities.

Helping you gather assets in the bank channel is what we do, each and every day. Our ownership structure allows us to focus on your requests, not the demands of a private investor group or of a publicly-traded firm.

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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.

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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.

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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.

 
 

ABOUT INFINEX

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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 we are owned by banks, 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 Napa, 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

BY FINANCIAL INSTITUTIONS.

FOR FINANCIAL INSTITUTIONS.

A firm owned by banks and 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.

 

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

Email Jere

(704) 650-7692

Complete the following quick-form to have Jere contact you directly! 

Thank you for your interest. Jere will be in touch soon!