Financial Security –
You Can Count On It Now And In The Future
Rockville Financial Services has a full range of financial products and competent, experienced professionals to guide you. Rockville Financial Services provides access to estate planning, investments, life insurance, long-term care insurance and financial services for you and your family. They have the knowledge and expertise to help you make the right decisions for all your investment needs with confidence.
David YaffeeFinancial Advisor
1645 Ellington Road
South Windsor, CT 06074
David is our representative for our South Windsor Ellington Road, South Windsor Sullivan Avenue, and Ellington branch locations.
Donna WilliamsFinancial Advisor
341 Broad Street
Manchester, CT 06040
Donna is our representative for our Manchester Broad Street, Manchester North Main Street, Colchester, East Windsor, Glastonbury & South Glastonbury branch locations.
Paul VegiardFinancial Advisor
25 Park Street
Rockville, CT 06066
Paul is our representative for our Rockville Park Street, Rockville Lafayette Square, Coventry, Tolland, Manchester Big Y & Vernon Pitkin Road branch locations.
Vincent Martino, CFPFinancial Advisor
102 LaSalle Road
West Hartford, CT 06107
Vincent is our representative for our West Hartford Banking Center on LaSalle Road, next to the Post Office.
Mario CichoszFinancial Advisor
275 Mountain Road
Suffield, CT 06078
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.
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.
To make these decisions wisely, you will need to consider many of the investment options available and decide 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 your options - in an easy to understand approach. 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 But Effective 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.
Together, We Plan.
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.
We Put It All Together
Once we have determined how your new financial strategy will fit within your existing portfolio and current situation, we 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 your banking needs. Now you can trust Rockville Financial Services, offering financial products through Infinex Investments, Inc., for all your investment needs.
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.