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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. 

A father and son flying a kiteStrategies for Managing 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. 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.

Have questions? Call us at 860-572-4040.

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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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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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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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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.; VP, 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
Zoe Wills
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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Five Questions About Long-Term Care

Long-term care insurance can protect you against a specific financial risk-in this case, the chance that long-term care will
cost more than you can afford…

Business Succession Planning

When developing a succession plan for your business, you must make many decisions. Should you sell your business or not?

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.

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Started

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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

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!

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!