About Us

At Ion Investments, our team of financial professionals has earned praise for the high level of expertise, communication, planning, and integrity that we provide to our customers. We operate as a family and business that is looking out for you. Through Ion Bank’s relationship with Infinex Investments, Inc., we offer access to all of the products and services you would expect to find at a “big bank,” delivered with the friendly personalized service that you can only find at Ion Investments.

We focus on financial planning and risk management through our unique 5 Step Process that is aimed to help you achieve your financial goals. Our process starts with a complimentary plan and moves to tactical asset management that is customized for you. At Ion Investments, we are dedicated to keeping you informed with economic insights and market alerts to help guide our decision process.

When you work with an Ion Investments Professional, our team makes investing simple, fast and easy. Connect with us and get on board with one of the fastest growing Wealth Management programs! 

WHY ION INVESTMENTS?

No matter where you are in life, your financial future is filled with possibility. Ion Investments can help turn that potential into reality. With industry-leading financial planning and wealth management products, expert insight and guidance, and our focus on personal relationships, we make life’s important financial decisions simple and accessible.
 
Contact Us

32 Billion in Assets Under Management

We serve thousands of families, businesses, nonprofits and more with products and services offered through Infinex Investments, a broker dealer with over 32 billion dollars in client assets.

270+ Years of Combined Experience

With experience comes talent, our advisors are skilled in helping you meet your financial goals using our unique, proven, and repeatable process.

150 YEARS IN BUSINESS

Ion Investments is part of Ion Bank, a community bank serving Connecticut since 1870.

Our 5 Step Process

Step 1: Discovery

Learning your values and listening to what’s important to you.

Step 2: Plan

Financial Planning and providing solutions to align with your goals.

Step 3: Deploy

Efficient implementation of wealth management strategies and transfers.

Step 4: Assess

Deliver desired levels of communication and reviews.

Step 5: Support

Periodic strategy meetings and monitoring of goal progress.

What We Do

   INDIVIDUAL PLANNING
  • Brokerage and Advisory
  • Rollovers and Transfers
  • Individual Retirement Accounts (IRAs) and Roth IRAs
  • Annuities and Lifetime Income Strategies
  • Social Security Planning
  • Complimentary Financial Plan and more
   BUSINESS PLANNING
  • Employer Sponsored plans
    • 401(k) Plans
    • 403(b) Plans
    • SEP IRAs
    • SIMPLE IRAs and more
  • Business Succession Planning
    • Identify your business succession goals
    • Minimize gift and estate taxes1
    • Retire with an income source
    • Insurance needs such as buy-sell agreements, disability, and more
   ASSET & RISK MANAGEMENT
  • Access to a robust investment platform
  • Portfolio construction to align with risk tolerance
  • Discover ways to maximize tax savings, minimize costs, and more
   ESTATE CONSERVATION
  • Estate preservation and distribution planning
  • Long-term care plans
  • Insurance, asset protection, and more
Image

Our Team

 
 

Ion Investments

Headquarters:
1430 New Haven Road
Naugatuck, CT 06770
Phone: (866) 802-0111
Email: ioninvestments@infinexgroup.com
 
 
 

Leave this empty:

 

Community Involvement

Resources

Welcome to our resource center! We have created a library of information on important financial topics that we believe you'll find helpful.

CALCULATORS

A host of financial tools to assist you.

ARTICLES

Educate yourself on a variety of financial topics.

FLIPBOOKS

These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.

VIDEOS

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

GLOSSARY

Financial terms from A to Z.

NEWSLETTERS

Timely newsletters to help you stay current.

Financial Planning

Get access to robust financial planning. Everyone needs and deserves a quality financial plan to help them meet their goals. See why planning makes a difference.

Download Brochure

Social Security Planning

With over 2,000 filing rules, working with a strategist can help you navigate and work to maximize the benefits for you and your family. Read a case study here.

Download Case Study

Business Planning

Whether your business is new or established, large or small, get help solidifying your business objectives. For those looking to establish a retirement plan, here is a quick guide.
Read Article
 

Request a Call From

 
 
 
 
 

Services

Asset & Risk Management

 

Artboard 10 Created with Sketch.

Retirement & Financial Planning

 

Artboard 79

Business Owners & Employer Plans

 

 
Untitled-4

Access to Estate & Legacy Planning

 

College & Life Event Planning

 

Life Insurance & Annuities

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck