We look forward to explaining our services to you at a complimentary consultation.

Contact Info:
Bob Fradette, CFP™, CLTC
860-572-4045

Paulette Retsinas, CFP™, CLTC
860-572-4046 or 401-248-4464

Jennifer DeLucia
860-572-4047

Tonya Newnam
860-572-4048

Lisa Horan
860-572-4040

Mark Tillinghast
SBLI Program Manager
860-572-4041

FINANCIAL SERVICES
Chelsea Groton Financial Services, Inc. continues to grow as more customers rely on us for access to financial counseling on investment planning, wealth management, retirement planning, education funding and estate planning.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. In Massachusetts, insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. Chelsea Groton Financial Services, Inc. is a subsidiary of the bank. Infinex is not affiliated with either entity. 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.

Products and Services

Investment Planning
Mutual Funds
• We offer Mutual Funds from over 150 fund families
Annuities
• Fixed
• Variable
Brokerage Services
• Stocks, bonds and other securities

Wealth Management Services

Education Funding
• 529 College Savings Plans
• Education Savings Accounts
• UTMA/UGMAs

Retirement Planning
• Traditional IRAs
• Roth IRAs
• Rollover IRAs
• Simple IRAs

Elder & Estate Planning

Insurance & Risk Management
• Life Insurance
• Disability Income Insurance
• Long-Term Care Insurance

Life Insurance products also offered through
Savings Bank Life Insurance.

FINANCIAL SERVICES Chelsea Groton Financial Services, Inc. continues to grow as more customers rely on us for access to financial counseling on investment planning, wealth management, retirement planning, education funding and estate planning.

FINANCIAL SERVICES
Chelsea Groton Financial Services, Inc. continues to grow as more customers rely on us for access to financial counseling on investment planning, wealth management, retirement planning, education funding and estate planning.