Learn how you can manage your investments throughout the year with products offered by INFINEX INVESTMENTS, INC. through PATRIOT BANK.

INFINEX INVESTMENTS, INC.
Investment Services – Where you bank, when you need them

When you work with Patriot Financial Services, you can expect the same professional service that you receive while banking at PATRIOT BANK. Patriot Financial Services will help you investigate a wide variety of investment services and products available and how they might work together to best meet your professional financial goals.

Utilizing the resources of INFINEX INVESTMENTS, INC., we offer you access to high quality professional investment products. Unlike some large banks or investment firms, Patriot Financial Services does not sell its own products. Instead INFINEX INVESTMENTS, INC. makes independent choices from over 40 investment companies who, together, offer over 500 different funds. Our only goal is to help you create a strategy and package of investment products that help you reach your financial goals at a risk level with which you feel comfortable.

At Patriot Financial Services, first we listen. Together we plan and we never forget that our customers are also our neighbors.

ACCESS TO SERVICES OFFERED

     401k/IRA Rollovers
     Business Retirement Planning Services
     Brokerage Accounts
     529 College Savings Plan
     Stock and Bond Mutual Funds
     Individual Retirement Plans (Traditional and Roth)
     Annuities
     Estate Planning
     Life Insurance
     Long Term Care Insurance

If you would like to arrange for a free financial consultation or have any other questions, please feel free to contact us at (727)376-1776 or by email: customerservice@patriotbankfl.com.

IMPORTANT INFORMATION

Investment and insurance products and services are offered through Infinex Investments, Inc. member FINRA/SIPC.

         Products offered through Infinex Investments, Inc.:
                • Are not insured by the FDIC or any other agency of the United States
                • Are not a deposit or other obligation of the bank or bank affiliate
                • Are not insured or guaranteed by the bank or bank affiliate
                • Are subject to investment risk, including possible loss of value

For more information about a particular mutual fund, please contact us at (727)376-1776 or by email at: customerservice@patriotbankfl.com.