Investment Services

Lee Bank is proud to offer the services of Infinex Financial Group.

Thomas McKeon, CFP® is our Senior Investment Executive with Infinex Financial Group located at Lee Bank. Tom is available to meet you in person to learn about your specific financial situation, goals, and needs, and will customize a plan to help you achieve your financial objectives. 

Tom offers a full range of investment, insurance, and financial planning products and services through Infinex.

Learn More

For more information, contact any of our branches or call Tom directly at (413) 243-9229.

Check the background of this investment professional on FINRA’s BrokerCheck

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.