Trusted Financial Advisors
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Liam Garvey -
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Laura Joyce -
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Michelle Cooper-McNally -
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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Standard Financial Services is a trade name of the bank. 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.
*Dollar cost averaging does not guarantee a profit or the avoidance of loss. Investors should consider their ability to continue this program during declining markets.
**We do not provide tax advice. Consult your tax advisor.
Investment and Wealth Management Services
It's never too late to start planning for your retirement! Let Standard Financial Services be your trusted Financial Advisor. Why put your future in the hands of some stranger on a phone that's 2,000 miles away? You can have your own personal trusted financial advisor close to home. Get the skinny on all our team members by clicking on their names to the right and give us a call today.
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Investment Service |
Features |
Next Steps |
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Investment Services |
Free Portfolio Analysis
Diversification
Dollar Cost Averaging*
Retirement Plans
Financial Guidance |
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Individual Plans |
Traditional and Roth IRAs
401(k) and 403(b) Plans
Money Purchase Pension Plans
Profit Sharing Plans
SEP and Simple IRAs |
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College Savings Programs |
529 Plans
Coverdell Education Savings Accounts
Custodial Accounts |
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Annuities |
Fixed
Immediate
Variable |
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Insurance |
Single Premium Variable Life
Term Life
Business Continuation Plans |
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Mutual Funds |
4,000+ different funds available |
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Stocks |
New York Stock Exchange
American & OTC |
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Fixed Income |
CDs
Corporate and Municipal Bonds
Tax Free Mutual Funds** |
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Financial Industry Regulatory Authority (FINRA) | Securities Investor Protection Corporation (SIPC)