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Your financial plan isn’t complete without Insurance and Risk Management

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

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

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

How Can We Help?

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.

Financial Services Team

Lori Dufficy
Lori Dufficy

EVP, Chief Experience and Engagement Officer

(860) 448-4184
John Uyeki
John Uyeki

Financial Advisor, Osaic Institutions.; SVP, Director of Chelsea Groton Financial Services

(860) 572-4041
Jen Eastbourne
Jennifer Eastbourne

Program Coordinator, Osaic Institutions, Inc.; VP, Chelsea Groton Financial Services

(860) 572-4040
Jim Elliott
Jim Elliott

Financial Advisor, Osaic Institutions, Inc.; VP, Chelsea Groton Financial Services

(860) 572-4039
Headshot of Bob Fradette
Bob Fradette

Financial Advisor, Osaic Institutions, Inc.; VP, Chelsea Groton Financial Services

(860) 572-4045
Stephanie Gelinas, Associate Financial Services Advisor
Stephanie Mondro

Associate Financial Services Advisor, Osaic Institutions.; AVP, Chelsea Groton Financial Services

(860) 572-4047
Paulette Retsinas
Paulette Retsinas

Financial Advisor, Osaic Institutions, Inc.; VP, Chelsea Groton Financial Services

(860) 572-4046
Headshot of Zoe Wills
Zoe Wills

Financial Services Sales Associate, Osaic Institutions Inc.; Chelsea Groton Financial Services

(860) 572-4042
Osaic logo

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA / SIPC. Chelsea Groton Financial Services is a trade name of Chelsea Groton Bank. Osaic Institutions and Chelsea Groton Bank are not affiliated. Products and services made available through Osaic Institutions 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.