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Insurance And Your Financial Plan

A well-constructed and periodically reviewed financial plan isn’t complete without insurance.

A grandmother and grandchild affectionately looking at each other.

Why Life Insurance?
Life insurance is designed to help those that you care about the most. If you have a spouse, kids or aging parents who depend on you, life insurance is essential to help cover their needs. Figure out the right amount or ask for a quote today!

In addition to life insurance for the security of your family, we have access to other insurance products through various providers to meet the financial needs of individuals and business owners. Whether you are seeking an enjoyable retirement, funds to educate children or grandchildren, life or business insurance, the preservation and transfer of your estate or ways to minimize your taxes - we can help.

Educating clients about the different insurance products available at Chelsea Groton Financial Services through Infinex Investments is a pivotal first step in establishing a well-crafted financial plan based on mutual trust. We can help you meet your financial dreams.

  • Life Insurance
  • Long-Term Care Insurance
  • Fixed and Variable Annuities
  • Buy – Sell Insurance
  • Key Person Insurance
  • Disability Insurance

Interested in finding out if these products could be right for you? Work with one of our experienced Infinex financial advisors. Call us today at 860-572-4040.

We do not provide tax advice. Consult your tax advisor.

Financial Services Team

John Uyeki
Financial Advisor, Infinex Investments, Inc.; SVP, Director of Chelsea Groton Financial Services
(860) 572-4041
Jennifer Eastbourne
Program Coordinator, Infinex Investments, Inc.; AVP, Chelsea Groton Financial Services
(860) 572-4040
Jim Elliott
Financial Advisor, Infinex Investments, Inc.; VP, Chelsea Groton Financial Services
(860) 572-4039
Bob Fradette
Financial Advisor, Infinex Investments, Inc.; VP, Chelsea Groton Financial Services
(860) 572-4045
Paulette Retsinas
Financial Advisor, Infinex Investments, Inc.; VP, Chelsea Groton Financial Services
(860) 572-4046
Alee Rogan
Financial Services Sales Associate, Infinex Investments, Inc.
(860) 572-4042

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.

https://brokercheck.finra.org/

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Please Note: While we encourage you to use the tools we are linking out to, the content and functionality are not under the control or responsibility of Chelsea Groton. Chelsea Groton has partnered with select third parties to provide you with access to certain resources, but Chelsea Groton is not responsible for any link contained in any third party's site.

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Please Note: While we encourage you to use the tools we are linking out to, the content and functionality are not under the control or responsibility of Chelsea Groton. Chelsea Groton has partnered with select third parties to provide you with access to certain resources, but Chelsea Groton is not responsible for any link contained in any third party's site.

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Thank you for choosing Chelsea Groton!

Chelsea Groton Bank

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Please Note: While we encourage you to use the tools we are linking out to, the content and functionality are not under the control or responsibility of Chelsea Groton. Chelsea Groton has partnered with select third parties to provide you with access to certain resources, but Chelsea Groton is not responsible for any link contained in any third party's site.

Continue | Return

Thank you for choosing Chelsea Groton!

Chelsea Groton Bank

You are now leaving Chelsea Groton Bank's Website.

Please Note: While we encourage you to use the tools we are linking out to, the content and functionality are not under the control or responsibility of Chelsea Groton. Chelsea Groton has partnered with select third parties to provide you with access to certain resources, but Chelsea Groton is not responsible for any link contained in any third party's site.

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Thank you for choosing Chelsea Groton!

Chelsea Groton Bank

You are now leaving Chelsea Groton Bank's Website.

Please Note: While we encourage you to use the tools we are linking out to, the content and functionality are not under the control or responsibility of Chelsea Groton. Chelsea Groton has partnered with select third parties to provide you with access to certain resources, but Chelsea Groton is not responsible for any link contained in any third party's site.

Continue | Return

For best results, please use Firefox or Chrome browsers.

Thank you for choosing Chelsea Groton!

Chelsea Groton Bank

You are now leaving Chelsea Groton Bank's Website.

Please Note: While we encourage you to use the tools we are linking out to, the content and functionality are not under the control or responsibility of Chelsea Groton. Chelsea Groton has partnered with select third parties to provide you with access to certain resources, but Chelsea Groton is not responsible for any link contained in any third party's site.

Continue | Return

Thank you for choosing Chelsea Groton!

What's your risk tolerance? Measuring Financial Risk

How Ready are You for Retirement? 

Find out by completing a Free Risk Analysis as a first step to developing a financial plan that is right for you.

Get
Started

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Want to hear about market insights, investment news, upcoming events, and more? 

Subscribe to our monthly CGFS e-newsletter today.

Competitive Fixed Annuity Rates! 

Fixed annuities can offer attractive yields, tax efficiency, and liquidity, without stock market volatility. 

Call 860-572-4040 or email us today.

Want to check the backgrounds of our Infinex Investments, Inc. professionals?

Broker Check by FINRA

Life Events

Getting Married, Buying a New Home, Starting a New Job or a Family?

Learn more about the many uses of Life Insurances.

Chelsea Groton Bank

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Please Note: Hyperlinked sites are not FDIC insured. Their content and functionality are not under the control or responsibility of Chelsea Groton Bank. Chelsea Groton Bank is not responsible for any link contained in any third party's site. We urge you to confirm the identity and authenticity of any third party hyperlink you enter.

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Thank you for choosing Chelsea Groton!

Chelsea Groton Bank

You are now leaving Chelsea Groton Bank's Website.

Please Note: Hyperlinked sites are not FDIC insured. Their content and functionality are not under the control or responsibility of Chelsea Groton Bank. Chelsea Groton Bank is not responsible for any link contained in any third party's site. We urge you to confirm the identity and authenticity of any third party hyperlink you enter.

Continue | Return

Thank you for choosing Chelsea Groton!

Chelsea Groton Bank

You are now leaving Chelsea Groton Bank's Website.

Please Note: Hyperlinked sites are not FDIC insured. Their content and functionality are not under the control or responsibility of Chelsea Groton Bank. Chelsea Groton Bank is not responsible for any link contained in any third party's site. We urge you to confirm the identity and authenticity of any third party hyperlink you enter.

Continue | Return

Thank you for choosing Chelsea Groton!

Chelsea Groton Bank

You are now leaving Chelsea Groton Bank's Website.

Please Note: Hyperlinked sites are not FDIC insured. Their content and functionality are not under the control or responsibility of Chelsea Groton Bank. Chelsea Groton Bank is not responsible for any link contained in any third party's site. We urge you to confirm the identity and authenticity of any third party hyperlink you enter.

Continue | Return

Thank you for choosing Chelsea Groton!

Chelsea Groton Bank

You are now leaving Chelsea Groton Bank's Website.

Please Note: Hyperlinked sites are not FDIC insured. Their content and functionality are not under the control or responsibility of Chelsea Groton Bank. Chelsea Groton Bank is not responsible for any link contained in any third party's site. We urge you to confirm the identity and authenticity of any third party hyperlink you enter.

Continue | Return

Thank you for choosing Chelsea Groton!