Full Service Brokerage
You don't have to go it alone when it comes to making investment decisions. Our Infinex advisors can provide guidance and recommendations that suit your goals and your lifestyle. We make it easy for you to build your savings on your own terms.
You can maintain the tax benefits you already have in the retirement program of a previous employer by utilizing a Direct Rollover IRA. St. Mary's Financial Services will help you find the one that is right for you. Call us at (603) 629-1524 for assistance.
We can help you select the mutual funds that best match your personal investment goals, objectives and risk tolerance.
Variable versus fixed, immediate or deferred, which annuities are right for you? Your St. Mary's Financial Services advisor will monitor the rates of some of the top annuity companies and help you choose what's best for you.
Through Infinex Investments, Inc., we have access to traditional and Roth IRAs that offer greater potential for higher returns than traditional bank deposit products.
Stock and Bond Trades
We can facilitate the buying and selling of individual stocks and bonds, whether you are looking to sell inherited shares of stock or to purchase shares of a stock for your personal portfolio through Infinex Investments, Inc.
Research and Analysis Services
Your St. Mary's Financial Services advisor can provide you with mutual fund reports, mutual fund tracking and investment screening through our extensive software and online resources.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. St Mary’s Financial Services is a trade name of the credit union. Infinex and the credit union are not affiliated. Products and services made available through Infinex are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.