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Visit Our Financial Learning Center

Whatever life-stage you're in — young and single, married with kids or wealthy and retired – rest assured knowing that the assets you leave behind will be preserved, protected and distributed according to your personal wishes.

Meet Our Financial Consultants

Take a minute to meet our team!

Look Ahead to the Future

Review an existing estate plan with Ion Investments. We’ll determine if your current and future needs are being met. We’ll control and conserve distribution, all based on your goals and objectives.

We do not provide legal or tax advice. Consult your legal and/or tax advisor.

We can help put your financial goals within reach by developing sound, customized strategies that match your specific needs.

Call us today at 203.720.5378 or toll free 866.803.0111 to schedule your free, personal consultation.

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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Ion Investments is a trade name of Ion 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.