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Financial Advice

Objective advice, planning and solutions

Like most people you have a vision of your future.  Maybe you want to send you kids to college, start a new business or perhaps retire early. Making these plans a reality requires understanding what you want to accomplish with your financial and personal resources, and then designing and committing to a plan and we can help you get started!
Norwood Financial Services offers access to a wide range of investment, insurance and planning services:
  • 401k Rollovers
  • Retirement Planning
  • Long Term Care Insurance
  • Stocks, Bonds, and Mutual Funds
  • College Education Planning
  • Life Insurance
  • Annuities
  • Business Planning
  • Wealth Planning
To learn more visit the Norwood Financial Services website.

Contact PHIL SWAN, VP at Norwood Bank and Investment Executive at Infinex Financial Group to schedule a time to meet.  There is no obligation and it could be just what you need to put your mind at ease.

Call 781-440-4234 to schedule your appointment today.

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Investment and insurance products are offered through INFINEX INVESTMENTS, INC.  Member  FINRA/ SIPC. Norwood Bank 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. 
We do not provide legal or tax advice.  Consult your legal and/or tax adviser.
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