Financial Security –
You Can Count On It Now And In The Future
Transferring your company’s retirement plan to a better investment is easy. Our Financial Advisors will meet with each employee privately and give their full attention to their individual retirement needs. Rockville Financial Services has a full range of financial products and competent, experienced professionals. Rockville Financial Services provides access to estate planning, investments, life insurance, long-term care insurance and financial services for businesses. They have the knowledge and expertise to help individuals and small businesses make the right decisions for all their investment needs with confidence. Want to learn more?
Securities and insurance products offered through Infinex Investments, Inc., Member FINRA / SIPC
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David YaffeeFinancial Advisor1645 Ellington Road South Windsor, CT 06074 (860) 512-2393 David is our representative for our South Windsor Ellington Road, South Windsor Sullivan Avenue, and Ellington branch locations. |
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Donna WilliamsFinancial Advisor341 Broad Street Manchester, CT 06040 (860) 291-3640 Donna is our representative for our Manchester Broad Street, Manchester North Main Street, Colchester, East Windsor, Glastonbury & South Glastonbury branch locations. |
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Paul VegiardFinancial Advisor25 Park Street Rockville, CT 06066 (860) 512-2424 Paul is our representative for our Rockville Park Street, Rockville Lafayette Square, Coventry, Tolland, Manchester Big Y & Vernon Pitkin Road branch locations. |
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Vincent Martino, CFPFinancial Advisor102 LaSalle Road West Hartford, CT 06107 (860) 512-2449 Vincent is our representative for our West Hartford Banking Center on LaSalle Road, next to the Post Office. |
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Mario CichoszFinancial Advisor275 Mountain Road Suffield, CT 06078 (860) 512-2415 Mario is our representative for our Suffield, Enfield Hazard Avenue, Enfield Street, Enfield Big Y & Somers branch locations. |
Let’s get started!
Creating A Financial Plan To Secure Your Future.
It's all about TRUST and we're all about you. A financial plan is a road map to your financial security and your future. Read on to learn more about our educational approach to providing you with important solutions for your individual needs.
Looking At Options
Today, it is more challenging than ever to create a financial plan and make sense out of all the information available. There are new tax laws, a dynamic stock market and more investment options than ever before.
You must make prudent decisions to assure a financially secure future. To make these decisions wisely, you will need to consider many of the investment options available and how to integrate various concepts into a cohesive and results-driven plan.
Rockville Financial Services, located at Rockville Bank, will help you learn about all the options - in an easy to understand manner. Working with you as your partner, we will help put together a reasonable plan that can provide the financial security you need for yourself, your family or your business.
A Simple Approach
First, we listen.
At Rockville Financial Services, we start by listening. Everyone's situation is unique, and we need to know what you want to accomplish, how long you plan to hold your investment, and how conservative you would like to be.
Then, we plan. Together, with you.
Once we have a clear understanding of your specific situation and your needs. Rockville Financial Services Representatives, offering financial products through Infinex Investments, Inc., can develop a realistic investment plan that meets your personal needs. Whether your situation requires income, growth, or tax-advantaged options, we can help you.
We offer planning as an unbiased and objective resource. You can be assured our recommendations are not influenced by anything other than our experience in putting the elements of a successful plan together in a way that is best for you.
Putting it all together
Once we have determined how your new financial strategy will fit within your existing portfolio and current situation, we begin to implement the plan. Using access to highly respected research firms, we help you select the right mix of products that can maximize the benefits of your plan.
Through Infinex Financial Group, Rockville Financial Services offers access to:
- Fixed and Variable Annuities
- Retirement Plans for Small Companies
- Key Man Insurance/Buy Sell Arrangements
- Portfolio Analysis
- Estate Planning
- Retirement Planning
- College Planning
- Mutual Funds
- Bond Funds, Tax Free Funds, Stock Funds
- Stocks and Bond transactions
Remember, we are here to help you. You trust Rockville Bank for all your banking needs. Now you can trust Rockville Financial Services, offering financial products through Infinex Investments, Inc., for all your investment needs. Our goal is to create an investment strategy that delivers the results you want, while delivering the best personal service.
We make financial planning as simple, convenient and pleasant as possible. Our commitment to the communities we serve and dedication to quality service is reflected in every step of the planning process.
We look forward to helping you create a plan for your financial security.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Rockville Financial Services is a trade name 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. For more information about a particular non-deposit investment product, ask for a prospectus. Please read it carefully prior to investing.
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