Investing For Your Future

Whether your goals include a new home, a college fund or a worry-free retirement, Infinex Investments located at Bridgewater Savings can provide practical financial information and popular investment management and insurance options such as mutual funds and tax-advantaged products. We work with respected financial firms such as Lockwood and Envestnet to source the financial products that will help you reach your goals.

Infinex Investments, Inc. located at Bridgewater Savings offers a broad range of asset management services and products:

•    Mutual Funds
•    Retirement Funding
•    College Funding
•    401(k) to IRA Rollovers

Mutual Funds

Low interest rates, inflation and taxes can take their toll on a savings program. To keep up, consider one of the most effective, convenient and popular financial alternatives available today—mutual fund investing. With Infinex Investments located at Bridgewater Savings, you can invest in a wide variety of mutual funds.¹

Retirement Funding

It’s never too early to start planning for retirement. Choose from Roth and Traditional IRAs as well as other IRA alternatives. We can also help develop 401(k), Keogh or SEP Plans.

College Funding

The cost of sending a student to college continues to rise. We can help you start planning today for your child’s future.

401(k) to IRA Rollover

Have you changed jobs and left your 401(k) with a former employer? We can help you do a direct rollover from your 401(k) to a Traditional IRA that you control.

Contact Our Investment Experts

For more information or to request an appointment, please fill out our information request form, stop by our branch or give us a call at 508-884-5778.

If you are looking for life insurance or annuities, click here to learn more.



1  Individual suitability should be determined before purchasing any security. Past performance is not indicative of future results. This is neither an offer nor a solicitation to purchase securities and any purchase should be accompanied or preceded by a prospectus containing information regarding investment objectives, risks, fees, and charges, which you should read carefully before investing.