Personal Planning | East Cambridge Savings Bank | ECSB.com

Personal Planning

When building your financial plan, you need the guidance and support of someone who can identify with your situation, whether you are

  • Young and just starting to think ahead.
  • Middle-aged and looking to make sure you’re on the right track.
  • Retired and managing your nest egg.

You’ve come to the right place. There are people here who are ready to listen and advise you on the best way to achieve your dreams. Always with an eye on your goals, both short- and long-term. Below are a few topics in our Financial Answer Center to help get you started:

  • Education Planning - Consider the best options for saving for the future costs of higher education.
  • Investment Planning - A range of options to help you invest for any goal.
  • Life Insurance - Make sure you and your loved ones are protected.
  • Retirement Planning - Develop strategies for maximizing your finances in the years ahead.
  • Estate Planning - Minimize expenses and ease financial strain on your family.

Curtis C. Jones is a representative of Infinex Financial Group, located at 
East Cambridge Savings Bank. Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. East Cambridge Financial Services is a tradename of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by 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.
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