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Visit Our Financial Learning Center

Whether you’re 20 or 60, today’s a great day to start planning for your financial future. The financial professionals at Ion Investments can help identify your goals, pinpoint saving strategies right for you, and set you on a path to your long-term financial destination.

Meet Our Financial Consultants

Take a minute to meet our team!

Our Approach to Retirement Planning

We work with you to determine your unique individual retirement plan. First, we make sure you understand the possible choices out there, such as employer-sponsored 401(k) and 403(b) plans, Individual Retirement Accounts (IRAs), Roth IRAs, and SEP and SIMPLE plans. From here, our experts help you calculate just how much you will need in retirement, and how much you should start investing now to prepare.

Ion Investments Can Help You Achieve Your Goals

If you’re getting ready to retire, or are already enjoying retirement, we can help you maximize your income and protect your nest egg so that it lasts for your lifetime or beyond.

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 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.