Investment Services
Lee Bank wants to make investing simple, convenient, and focused on results for our customers. We are proud to offer the services of Infinex Financial Group.
Investment Executive Peter B. Levine, a registered representative of Infinex Investments, Inc., is available to help guide you on your path to financial security. Peter will take the time to learn about your specific needs and goals to customize a plan to help you achieve your financial objectives.
Along with offering free portfolio analysis, a full range of financial products and services are available, including:
- Personal Investment Planning
- Personal Retirement Planning
- College Planning
- Business Investment Planning
- Business Retirement Planning
- Managed Money Services
To arrange for your meeting please call Peter at (413) 243-9229 or contact him by email at plevine@infinexgroup.com.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. 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.
