Mutual funds, annuities, individual stocks and bonds, and life insurance are available at Merrimack County Savings Bank locations. Investment products and services are offered through INFINEX, INVESTMENTS, INC. Member FINRA/SIPC.
Whether your interest is retirement planning/401(k) rollovers, educational planning, enhancing retirement income, providing for the next generation, avoiding the cost and hassle of probate, or tax-deferred investing, there are numerous reasons to examine your wealth management options, and The Merrimack offers one convenient place to do it.
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, and individualized plan is formulated to help you meet those needs and achieve those goals. That’s Wealth Management, Merrimack Style.
Arrange for your free consultation today. Call Natalya Thibodeau at 223-2737 or Gerard Tautkus at 223-2731. Both can also be reached toll-free at 800-541-0006.
Investment and insurance products 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. Natalya Thibodeau and Gerard Tautkus are employees of Merrimack County Savings Bank and a registered representative of Infinex.
Please note that all investment and insurance products and services are: