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Financial Services


Certified Financial Planners™ Bob Fradette and Paulette Retsinas specialize in helping you plan for your financial future. As representatives of Infinex Financial Group, the Chelsea Groton Financial Services team offers a variety of services including investment planning, wealth management, education funding, retirement planning, brokerage services, estate planning, and insurance.

Chelsea Groton Financial Services is unique because our Financial Planners place an emphasis on building relationships and completing comprehensive research regarding each client's individual needs. Bob or Paulette will then educate the client about the different investment opportunities available. Call 860-572-4040 or schedule your complimentary appointment.

 

Investment Planning

Wealth Management

Education Funding

Retirement Planning

Estate Planning

Life Insurance

 

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.

Infinex Financial Group

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Please contact us or schedule an appointment

Contact:

Beth Glynn

Bob Fradette, CFP®, CLTC, ChFC
860-572-4045
Email

Patti Rodgers-Longo

Paulette Retsinas, CFP®, CLTC
860-572-4046
or 401-248-4464
Email

Rick Turner

Jennifer DeLucia
Program Manager
860-572-4047
Email

 

 

Meet the team

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