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Personal Investing

Investment Planning

Set goals
We'll help you build a plan designed to meet your goals and fit your budget.

Consider your needs

  • What are your immediate and long-term financial goals?

  • How much will you need to save in order to retire?

  • Are you protected in case something happens to your family’s breadwinners?

  • How do you plan on paying for your children’s education?

Make informed decisions

  • Our investment representatives will work with you to assess your unique situation
  • We’ll discuss investments with objectives that reflect your financial goals

Investment representatives will work with you to assess your unique situation and point you toward investments with objectives that reflect your financial goals.

Manage your risk

  • Through Infinex Investments, Inc., we offer access to a range of investment options that reflect our conservative philosophy
  • We strive to balance risk and return by using a diversified portfolio*
  • We focus on quality so that you can invest with confidence
Arrange for a confidential review
Arrange for a confidential review

Contact an investment representative

*Diversification is a method of controlling risk. It does not assure a profit or the avoidance of loss.
Learn more and check the background of our firm and investment professionals at FINRA's BrokerCheck.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Amalgamated Investment Services is a trade name of Amalgamated Bank. Infinex and Amalgamated 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.

How we’re different

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impact investing

The tensions surrounding recent actions taken by North Korea have reignited the conversation around nuclear weapons and warfare.

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impact investing

We’re told from the moment we start working that the responsible thing to do is to set money aside and “plan for your future.” For many people, this means making regular contributions into an IRA or employee-sponsored 401(k) plan. These investments, if managed appropriately, are designed to be your “nest egg” into retirement and beyond.

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corporate and social responsibility

It seems every day there’s another big corporation in the news for flagrantly violating the public’s trust—whether it’s failing to protect consumers’ health, safety or privacy, putting bogus transactions or accounts on the books, or neglecting environmental hazards in favor of the heedless pursuit of profits and shareholder returns.