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Business Investments

Your business goals are our priority and we'll help you plan for the long term.

When it comes to investment plans for businesses, each strategy should be as unique as the business it serves. At Infinex Financial Group located at BankFive, we take time to listen to business owners like you in Massachusetts and Rhode Island, and support them with sound guidance and expert advice. Contact us today to speak with Investment Executive John Pigeon. With more than two decades of financial consulting and wealth management expertise, John and Infinex Financial group can help you find the right solutions for your business, whether you're eyeing a merger, putting together a business succession plan or creating retirement plan options for your employees.
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Business Planning Services Include:

  • Business Succession Plans
  • Buy/Sell Agreements
  • Deferred Compensation Plans
  • Qualified Retirement Plans
  • Non-Qualified Retirement Plans

Contact John today to discuss your investment needs.

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John Pigeon, Investment Executive

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Infinex Disclosure

Investment and Insurance Products are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. 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. Always read the prospectus carefully prior to investing.

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