Our financial services group, Infinex Financial Group Located at East Cambridge Savings Bank, recently announced a new name and brand for its financial services group: Osaic Institutions, Inc. Effective October 23, 2023, Infinex Investments, Inc. legally changed to Osaic Institutions, Inc., with all rebranding to be completed by mid-November. Click
to learn more.
Life as a business owner or manager is often quite complex. Each day you make decisions that impact your company, employees, and customers. Not to mention, how those decisions affect your family, personal interests, and those of your employees.
That’s why we’re so committed to this notion: Effective strategies begin with a deep understanding of you, your business, and your aspirations for both.
We begin by developing a thorough comprehension of your challenges, opportunities, and goals; again, for both you and your business. We then work with you to combine this knowledge with our expertise in developing and managing a financial plan. We believe in this approach because it is collaborative, flexible, and custom built for you – there is no such thing as a one-size-fits-all strategy. Our model incorporates broad capabilities, services, experiences and insights across all industries, asset sizes, and maturity (start-ups to century-old cornerstones).
We want to partner with you and your business. Here are some general topics to get our conversation started. We will partner together in customizing your plan and solutions from here:
Investment portfolio construction and optimization
Employee retirement programs (For profit and non-profit)
Customized asset allocation
Considerations for a Family Business
Wealth management and financial planning
Business transition and transfers of wealth
Startups and financial planning for sustainability
Financial planning for business growth and expansion
Starting a business – financial do’s and don’ts
Property and 1031 Exchanges
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Broadway Banking Center, Arlington
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Highland Banking Center, Somerville
Trapelo Road Banking Center, Belmont
Inman Square Banking Center, Cambridge
Main Office, Cambridge
Malden Banking Center, Malden
Salem Street Banking Center, Medford
Wal-Lex Banking Center, Waltham
West Medford Banking Center, Medford