Q: What is the new name for what was formerly Infinex Financial Group Located at East Cambridge Savings Bank?
A: Osaic Located at East Cambridge Savings Bank.
Q: Why change the name?
A: Infinex Investments, Inc., the firm that supports your financial professional’s business operations, has rebranded to Osaic Institutions, Inc. The firm’s parent company has also adopted a new brand—Osaic, Inc. (formerly Advisor Group).
Q: Will my financial advisors change?
A: No, Osaic Located at East Cambridge Savings Bank still has two financial advisors, Curtis Jones and Zenaida Orduna, who will continue to cover each banking center location. In other words, customers who wish to meet with an advisor can do so at a convenient location near you.
Our experienced Financial Advisors work in your best interests to develop a comprehensive and tailored financial plan. You can meet at the nearest East Cambridge Savings Bank banking center where together; you can develop a plan tailored to your needs and comfort level.
Q: Will my accounts or access to current financial services change?
A: No, your account numbers and logins will remain the same. While the name does change, access to current financial services will continue to be offered and remain unchanged. Systems and forms are being updated to reflect this new name, but you may continue to see the Infinex name until that is completed.
Q: Will I receive notification directly from Osaic as well?
Q: What kinds of services will Osaic Located at East Cambridge Savings Bank provide?
A: Your Osaic Advisors located at East Cambridge Savings Bank will customize your plan for investing, financial planning, and building and preserving wealth for you, your family, or your business.
Q: Do I need to take any action:
A: No action is required from you because of any of the information Osaic Institutions send you about the name change. Your household may receive multiple notifications, depending on which Social Security numbers are associated with your account.
Q: What are some of the services offered for Individuals and Families?
A: We provide access to financial services including, but not limited to, Investment Advisory, Retirement Planning, Education Planning
Q: What are some of the services offered for Businesses and Non-Profits?
A: Our services include, but are not limited to, Investment Advisory, Retirement Planning, Business Start-Up/Continuity/Exit Planning, and Insurance Planning
Q: Do you offer any customized solutions?
A: Yes, we offer access to a variety of customized financial planning and investment solutions such as:
- Wealth management and financial planning
- Saving for college
- Building equity in your 20’s and 30’s
- Wealth management and family trust investments
- 401K rollovers and IRA consolidation
- Planning for retirement
- Retirement income planning and budgeting
- Newly single households
- Nursing home costs and budgeting
- Investment portfolio construction and optimization
- Employee retirement programs (For profit and non-profit)
- Customized asset allocation
- Considerations for a family business
- Business transition and transfers of wealth
- Startups and financial planning for sustainability
- Financial planning for business growth and expansion
- Starting a business – financial dos and don’ts
- Property and 1031 Exchanges
Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and East Cambridge Savings Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the 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.