Wealth Management
Insurance and your financial plan
A well-constructed and periodically reviewed financial plan isn’t complete without insurance.
Life insurance is designed to help those that you care about the most. If you have a spouse, kids or aging parents who depend on you, life insurance is essential to help cover their needs. Figure out the right amount or ask for a quote today!
In addition to life insurance for the security of your family, we have access to other insurance products through various providers to meet the financial needs of individuals and business owners. Whether you are seeking an enjoyable retirement, funds to educate children or grandchildren, life or business insurance, the preservation and transfer of your estate or ways to minimize your taxes — we can help.
Educating clients about the different insurance products available at Nebula Trust Financial Services through Infinex Investments is a pivotal first step in establishing a well-crafted financial plan based on mutual trust. We can help you meet your financial dreams.
- Life Insurance
- Long-Term Care Insurance
- Fixed and Variable Annuities
- Buy-Sell Insurance
- Key Person Insurance
- Disability Insurance
We do not provide tax advice. Consult your tax advisor.
How Can We Help?
Interested in finding out if these products could be right for you? Work with one of our experienced Infinex financial advisors. Call us today at 860-572-4040.
Financial Services Team
Financial Advisor, Infinex Investments, Inc.; SVP, Director of Nebula Trust Financial Services
(860) 572-4041
Program Coordinator, Infinex Investments, Inc.; VP, Nebula Trust Financial Services
(860) 572-4040
Financial Advisor, Infinex Investments, Inc.; VP, Nebula Trust Financial Services
(860) 572-4039
Financial Advisor, Infinex Investments, Inc.; VP, Nebula Trust Financial Services
(860) 572-4045
Financial Advisor, Infinex Investments, Inc.; VP, Nebula Trust Financial Services
(860) 572-4046
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Nebula Trust Financial Services is a trade name of the 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.
