Small Business Retirement Plans

Maximize the benefits of your business retirement program with St. Mary's Financial Services.

We'll not only help you determine the right Simplified Employee Pensions (SEPS), Simple IRAs, 529 Payroll-Deducted College Savings Plans, and 401(k) plans for your employees, we'll even present the plan and assist employees in choosing what's best for them.

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.