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!
Our 5 Step Process
Step 5: Support
Periodic strategy meetings and monitoring of goal progress.
1430 New Haven Road
Naugatuck, CT 06770