Lauren Kelman's Contact Details

Lauren Kelman's Company Details

Infinex Financial Group

Meriden, CT, US • 100 - 249 Employees
Financial Services

Founded in 1993, Infinex Financial Group is a broker-dealer powerhouse that prides itself on an unwavering commitment to serving the interests of our clients. Personalized support and relationships matter to us. Because we are owned by banks, we are empowered to deliver top-notch support and services. Our entire team is dedicated to helping you drive bottom-line revenue and build a strong wealth, investment and insurance program. Infinex headquarters are located in Meriden, CT. They maintain offices in Napa, CA and Virginia.A firm owned primarily by financial institutions and dedicated to meeting the needs of the institutions it serves, Infinex delivers:Service: Top-notch service levels that improve the daily work flow and client experience for Program Managers, advisors and licensed-branch employees.Technology: Leading-edge integrated technology via our proprietary platform- Infinet.Relationship Management: In-field, personalized relationship management focused on program growth.Weath Management: Results-driven Wealth Management and Life Insurance support and services.Marketing Solutions: Including digital initiatives to expand your reach and relationship building collateral.Referral Generation: The lifeblood of financial institution based investment programs is referrals. Our proprietary C.A.R.E. program provides access to tools and consistent communication to make referring easy.High payouts and low client fees.Infinex Investments, Inc. member FINRA (www.finra.org), SIPC (www.sipc.org), is a registered broker dealer and federally registered investment advisor. Infinex offers securities, advisory services, and certain insurance products. Products are: Not FDIC insured. Not a deposit or other obligation of or guaranteed by any bank/credit union. May be subject to risks including possible loss of principal.