Wealth Management
Receive more than just investment advice
Chelsea Groton Financial Services offers access to a range of wealth management services and insurance products combined with sound financial advice to help clients manage wealth. Our financial advisors have an in-depth knowledge of the marketplace and can work with you and your other trusted advisors to develop a plan to meet your needs.
We’re not just about serving high net-worth people and companies. The Chelsea Groton Financial Services team offers services to non-profits, new businesses and those new to investing. We won’t just send you to online resources — we work one-on-one with every client and we don’t wait until you or your organization reaches a threshold level of wealth. Our goal is to help you get there.
We also host educational seminars geared to understanding finances and growing wealth for adults, teens and children. When you work with Chelsea Groton Financial Services, your profits — and ours — go back into the community.
Our team is dedicated to helping individuals meet their financial objectives by developing investment plans around a client’s long-term goals, risk appetite and priorities.
– John Uyeki, SVP, Director of Chelsea Groton Financial Services, Financial Advisor, Infinex Investments, Inc.
Strategies for managing wealth
Generating income for retirement
When rates and inflation change, plans for generating income streams do too. Our advisors can work with you to explore products, and their rates, to make recommendations that fit your needs.
Changing jobs
Whether by choice or circumstance, people change employers throughout their careers, and sometimes forget to check in on those investments regularly or forget about the retirement savings accounts all together.
Business retirement planning
You’ve built a business designed to serve you and your loved ones even after succession. Our business retirement plans are tailored to protect business owners and their families, who have dedicated a significant amount of time and energy into creating and growing a business.
Newfound wealth
Whether it’s an inheritance, insurance settlement, proceeds from the sale of a business or another significant monetary event, there are many decisions that need to be made prior to spending or distributing any funds. Chelsea Groton Financial Services can guide you through practical steps and help manage your money in order to preserve and protect your wealth in the short and long-term.
Want to hear about market insights, investment news, upcoming events, and more?
Subscribe to our monthly CGFS e-newsletter today.
How Can We Help?
Call us at 860-572-4040 to work with a member of our Financial Services Team below.
Financial Services Team
Financial Advisor, Infinex Investments, Inc.; SVP, Director of Chelsea Groton Financial Services
(860) 572-4041
Program Coordinator, Infinex Investments, Inc.; VP, Chelsea Groton Financial Services
(860) 572-4040
Financial Advisor, Infinex Investments, Inc.; VP, Chelsea Groton Financial Services
(860) 572-4039
Financial Advisor, Infinex Investments, Inc.; VP, Chelsea Groton Financial Services
(860) 572-4045
Financial Advisor, Infinex Investments, Inc.; VP, Chelsea Groton Financial Services
(860) 572-4046
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Chelsea Groton Financial Services is a trade name of the bank. Infinex and the bank are not affiliated. 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.
