Watertown Savings Bank is pleased to provide access to independent, objective investment advice through Infinex Financial Group1, one of the largest providers of investment and insurance products and services for community banks in the country. Created more than 20 years ago by community banks, Infinex works exclusively with community banks and specializes in stocks, bonds, mutual funds and insurance services for bank customers.
Representing Infinex is Investment Executive Sandy Penchansky. Sandy has more than 30 years of experience as a Financial Advisor. He is a Certified Financial Planner, having earned his CFP® designation in 1991. He is FINRA registered, and a member of the American Funds All-American Team.
Through Infinex Financial Group, he provides individuals, families or small businesses with an unbiased and objective resource to modify or design a financial portfolio, set up a retirement plan or identify insurance needs.
"We are lucky to have such a valuable asset in Sandy, who has helped hundreds of WSB customers in planning their financial future," said Brett Dean, WSB President. "He is located at the bank's main office in Watertown Square but is glad to meet with customers at any WSB office that is convenient to them."
Call Sandy at 617-928-2349 for an appointment, or email him: firstname.lastname@example.org
IMPORTANT: E-mail is generally not a secure form of communication. Please do not include account number or social security information in this correspondence.
1 Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. 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.