Our Products and Services

Products and Services

• Retirement Income Planning

• Financial Planning Services

• Mutual Funds/ ETFs

• College Planning

• Estate Planning

• Long-Term Care Insurance

• Tax Free Investments

• Tax Deferred Investments

• Mortgage Insurance Programs

• Advisory Wealth Management

• Life & Disability Insurance

• IRA / 401k Rollovers

 

Answers to the Questions That Matter Most

Whether you need help with just one financial issue or advice on investing over a lifetime, we’re here for you. We’ll help you find answers to questions like these:

• How can I ensure that I’ll be able to retire comfortably?

• How can I generate more income from my investments?

• What should I do with a 401(k) from a former employer?

• Are Mutual Funds safe to invest in?

• What’s the best way to prepare for college expenses?

• How much life insurance should I have?

• Is it smart to pay extra on a mortgage?

• Where can I find a household budget that works right for me?

• How can I protect my family if something should happen to me?

• How can I convert my business or life savings into a paycheck for life?

Contact Us Today

Click Here to Email Us

Visit us
Fairport Savings Bank in Penfield
2163 Rt. 250, Fairport, NY

Call us
585-377-8970 x328
585-490-1126 (cell)

 

 

 

 

 

 

 

 


Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Oakleaf is a subsidiary of the bank. Infinex is not affiliated with either entity. Products and services made available through Infinex 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.

*Consult tax advisor for tax advice.