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Services

Creating a financial plan can be a daunting task, but you don’t have to do it alone. Our experienced Financial Advisors will help you create a unique strategy, keeping your specific financial goals in mind every step of the way.

401(k) Rollovers
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. Learn more.

Estate Planning
Our Financial Advisors can work with you to create a customized plan that best fulfills your objectives. With foresight and planning, we can help you protect the assets you've spent a lifetime accumulating and assure that they are disbursed according to your intentions. Learn more.

Mutual Funds
We can help you select the mutual funds that best match your personal investment goals, objectives and risk tolerance.

Annuities
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.

IRAs
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.

Advice, Research, and Analysis Services
Get advice on a full range of financial matters, from retirement planning to mutual fund investments. In addition, we offer access to research and analysis services like mutual fund reports, mutual fund tracking, and investment screening through our extensive software and online resources. Plus, our experts provide Business planning services, which can help employers set up employee pensions, 401(k) plans, and more.
 

To learn more, or schedule your free planning session, connect with one of our Financial Advisers, or contact us at 603-629-1524.
 
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.