Investment
Our Infinex financial advisors, Annie Furrer and Adam Narrell, work with customers to assist in the development of a sound financial plan, based on each customer's unique situation and goals. If you don't have a plan, we will work with you to develop one. If you are already an investor, we will provide a "second opinion" at no charge. Now more than ever, it is important to have someone you can trust and rely on to provide clear, accurate financial information.
Through Citizens Financial Solutions (securities and insurance offered through Infinex Investments Inc., member FINRA/SIPC), you have access to a wide range of financial products and services including:
- Retirement Planning (IRA's, 401(k)'s, Rollovers, Transfers)
- College Savings Plans
- Fixed & Variable Annuities
- Life Insurance
- Stocks
- Bonds
- Mutual Funds
For more information, or to set up an appointment, please contact Annie Furrer at 256-264-5120 or Adam Narrell at 256-550-1177.
Helpful links:
Financial Industry Regulatory Authority (FINRA)
Securities Investor Protection Corporation (SIPC)
Infinex and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Citizens Financial Solutions 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.