Investment Services for Small Businesses and the Self-employed
Whether you are self-employed or own a small business, we offer access to a full suite of investment services that accommodate your needs. Depending on your wealth management goals, you may benefit from implementing one or more of the following investment plans:
- Brokerage accounts
- Simple IRA
- Simplified Employee Pension (SEP) plan
- Safe harbor 401(k)
- Profit sharing
- Defined benefit
- Business succession insurance
Our Infinex Investments, Inc. financial advisors will help you choose the right plan or combination of plans to help you and/or your employees profit from working hard. For a free consultation, contact one of our Infinex Investments, Inc. financial advisors at (305) 631-6410.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA www.finra.org and SIPC www.sipc.org. CNB Wealth Management is a trade name of Continental National Bank. Infinex and Continental National Bank are not affiliated. Products and services made available through Infinex Investments, Inc. are not insured by the FDIC or any other agency of the United States, and are not deposits or obligations, nor are they guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.