Wealth Management - Brokerage Investment Services
Full brokerage investment services are available at Martha's Vineyard Financial Group. Investment products and services offered through Infinex Investment, Inc. Member FINRA, SIPC.
Good financial planning can turn your goals from dreams to realities. This planning involves more than trying to pick the "right" investment. It's an ongoing process that will often change as you move through the different stages of your life. As you achieve one goal, another will take its place.
If you don't already have a financial plan in place, we're here to help. Our Infinex Financial Advisors will take the time to learn about your specific needs and goals and help you develop a plan that is formulated to help you achieve them. Remember, the sooner you begin planning, the sooner the pieces of your financial life will begin to fall into place.
At Martha's Vineyard Financial Group you can access personalized investment, brokerage and insurance services - right here in your community.
Services you can access:
• Retirement Planning
• College Education Funding
• Estate Planning issues
• Tax-advantage investments
• Diversification of investments
• Financial Goal Setting
|Brokerage Products include:
| • Stocks
|| • Corporate and Municipal Bonds
| • Mutual Funds
|| • U.S. Government and Mortgage-Backed Securities
| • Exchange Traded Funds (EFTs)
|| • Brokered & Structured CDs
| • Money Market Funds
|| • Fee Based Money Management
| • 529 College Savings Plans
|Insurance Products include:
| • Term Life
|| • Whole Life
| • Universal Life
|| • Variable Life
| • Health Savings Accounts
|| • Long-term Care
| • Annuities (Fixed & Variable)
• IRAs (Traditional, Roth, Rollover, Inherited)
• 401(k) Plans
Small Business & Self Employed Investment Services:
• Simple IRA Plans
• Commercial Brokerage Accounts
• Employee Benefits
• Succession Planning
For more information on any brokerage investment services, please contact the Financial Group at
These products and services are not FDIC insured, and are not deposits or obligations of nor guaranteed by the Martha's Vineyard Financial Group or Martha's Vineyard Savings Bank. These products are subject to investment risk, including possible loss of value.