Investment & Retirements

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How Will You Meet Your Financial Goals?

Today, managing money has become increasingly complex.  In order to assure your future will be financially secure, you need to understand what financial options are available to you. 

At SIS, we want to make investing simple, convenient and results-driven for our customers.  That’s why we’re proud to offer high-quality, experienced and professional investment advice through our relationship with Infinex Investments, Inc.

Invest with Confidence

SIS Investment Services offered through Infinex Investments, Inc. can quickly and easily guide you through all of your options.  We’ll work with you to create an informed investment strategy that delivers results for you.

 

Services available through Infinex include:

Retirement Planning — Whether you’re just beginning to save for retirement or you’re ready to retire – we can help you with investment strategies and guidance that is suited to your financial situation.

Estate Planning — We’ll work with you and your legal and tax advisors to guide you through this complex process and keep your plan on course.

Education Planning — With college costs increasing at nearly twice the rate of inflation, financing your child’s education requires a long-term plan.  We can help you determine which options can best meet your needs and your child’s.

Protection Planning — We can help give you peace of mind against unexpected events and make sure you have the right insurance for your needs.

To arrange for a free financial consultation and explore the options available, schedule your complimentary initial consultation:

John L. Cogan

Portsmouth, NH
(603) 828-8542
jcogan@infinexgroup.com

Matthew Ouellette CFP®

Sanford, ME
(207) 608-4310
mouellette@infinexgroup.com

 

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. SIS Investment 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.

Not a deposit
Not insured by any
government agency
Securities Offered Through
Infinex Investments, Inc.
Member FINRA/SIPC
Not FDIC insured
Not guaranteed by the bank
May go down in value