In order to provide you with the highest level of personalized financial solutions for every stage of life, we’ve partnered with Infinex Investments, Inc., a registered broker dealer. Infinex Financial Group focuses primarily on meeting the needs of community banks and their customers. Together, we have expertise, planning tools and services designed to provide you with the information you need to make smart financial decisions.
Experience the benefit of a personalized financial planning service. Utilize the resources of our Infinex consultants to develop a comprehensive investment plan or to simply ask a few questions. Either way, you’ll have the support you need to gain peace of mind about your financial future.
We’re conveniently located at Fairport Savings Bank. So there’s no need to drive to an unfamiliar location or to handle your important financial planning via an impersonal telephone call or the internet.
Today’s economic challenges and diverse investment options require a trusted advisor who can simplify the financial planning and investment process and help you work toward realizing your dreams. We’ll take the time to understand your needs and goals and to determine the appropriate financial planning solution for your individual situation. As a result of our relationship with Infinex, a full-service independent financial planning organization, we are not limited to any particular investment or insurance source, so you’ll benefit from unbiased recommendations that always put your interests first. And unlike other financial consultants, we don’t charge a fee for developing a comprehensive plan.
Gregory J. Halstead, CLU
Senior Vice President, Fairport Wealth Management
Financial Advisor, Infinex Investments, Inc.
2163 Route 250, Fairport, New York 14450
O. 585-377-8970 x328
“If you were to ask my clients what they value most about what I bring to our relationship, they’d talk about things like trust, integrity, strategies and goals. I’ve been helping individuals and their families identify and plan for their financial goals and dreams for three decades, and I think that speaks volumes.”
Greg Halstead has been helping people achieve their financial goals since 1986. He takes the time to understand his clients as individuals with unique financial goals, and he partners with them in a client-centered approach to build a strategy that focuses on long-term results.
“I joined Fairport Wealth Management because of its dedication to customer service and prudent financial management. It’s the perfect place for me to help generations of clients successfully identify and plan for their financial goals.”
Greg and his wife reside in Perinton and are busy parents to four children. Greg is actively involved in the community, helping to coach, volunteer and share his financial management skills.