Bluestone Wealth & Trust offering securities through Infinex Investments, Inc. can provide access to investment advice and products to our customers, giving you access to mutual funds, stocks, bonds, college plans and retirement accounts.
Investing for your future.
Whether your goals include a new home, a college fund or a worry-free retirement, Bluestone Wealth & Trust offering securities through Infinex Investments, Inc. 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.
We offer access to a wide variety of financial products to help you achieve your financial goals, including:
Investments and Insurance Products are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Bluestone Wealth & Trust is a tradename of Bluestone Bank. Infinex and the bank are not affiliated. Account Executives are representatives of Infinex.
Investment and Insurance Products:
- Are NOT FDIC Insured
- Are NOT Insured by Any Government Agency
- Are NOT Bank Deposits
- Are NOT Guaranteed by the Bank
- May Lose Value