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In 140 years, we've learned a thing or two about planning for the future.Wealth Management from The Merrimack ![]() Retirement Planning/401(k) Rollovers - Educational Planning/529 Plans Estate and Trust Planning - Enhancing Retirement Income - Providing for the Next Generation - Avoiding the Cost and Hassle of Probate Tax-deferred investing. Planning for retirement. Paying for college. Establishing a legacy for your children. There are numerous reasons to examine your wealth management options, and one convenient place to do it - The Merrimack. Our Infinex financial planning professionals take the time to learn about your specific needs and goals. Taking into account your current financial situation as well as market issues and a variety of other factors, an individualized plan is formulated to help you meet those needs and achieve those goals. That's wealth management Merrimack Style. To arrange your free consultation, call Paul Provost, CFP™, our registered Infinex professional, at 225-2793 or email Paul directly at pprovost@infinexgroup.com.
*Infinex and Merrimack County Savings Bank are separate companies. Investment and insurance products and services are offered through Infinex Investments, Inc., Member FINRA/SIPC. 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. Paul Provost and Greg Cardin are officers of Merrimack County Savings Bank and Registered Representatives of Infinex. |