Products & Services
With CNB Wealth Management, you will receive a confidential review of your financial goals. Once we understand your wealth management needs, we will provide optimal solutions to help you achieve them. Products and services offered through Infinex Investments, Inc. include:
- Tax-advantaged investments*
- Retirement planning
- College education funding
- Diversification of investments
- Estate planning
- Financial goal setting
* CNB Wealth Management does not provide tax or legal advice. If you require this information, consult your tax or legal advisor.
Through Infinex Investments Inc., CNB Wealth Management also offers access to financial products to help you achieve your financial goals. Clients combine products and services to create the ultimate wealth management plan. Depending on your wealth management objectives, products that you may need include:
- Money market funds
- Fee-based financial management
- Mutual funds
- Stocks and bonds
If you are interested in creating a wealth management plan, or if your needs have changed and would like to review your current plan, 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.
Check the background of this firm on FINRA's BrokerCheck
- Not FDIC Insured
- Not Guaranteed by the Bank
- May Lose Value
- Not Deposits
- Not Insured by any Federal Government Agency