Envision Bank Launches Investment Services; Appoints Fred Mariano Investment Representative
June 19, 2018
Envision Bank has expanded its financial products and services availability with the introduction of its Investment Services division which will be located at its Main Branch location at 129 North Main Street in Randolph.
The investment services complements Envision Bank’s full-service banking line up of products and services. The offering presents a financial planning option for individuals, families, and businesses in the community who seek to more fully evaluate their overall financial health, as well as incorporate a greater degree of financial strategy toward achieving their individualized financial objectives.
Fred Mariano has been selected to lead the Investment Services group as its Infinex Investment Representative. In this role, Mariano will work with his clients to shape their financial capabilities through guidance and education, while developing investment strategies based on the unique situations, objectives, and risk tolerances of each individual client. Mariano has over twenty years of experience as a financial advisor and provides well-reasoned wealth management guidance and expertise to the individuals and businesses he serves.
“Envision Bank cares greatly about the financial well being of our customers and the communities where we live and work,” states Jim McDonough, President & CEO of Envision Bank. “One part of that is delivering the right accounts that help people make the most of their money now. We’re excited about looking at the bigger picture.”
The Investment Services division, will provide access to a broad range of planning services, including: investment, insurance, business, and retirement through Infinex Investments, Inc. and estate. For every age and life stage, there are strategic solutions available that are personalized to best fit each person’s needs.
To set up an appointment with Fred Mariano, contact 877.963.2100.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Infinex Financial Group is owned by a consortium of depository institutions and state bank trade associations. 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. NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.