|
At Citizens First Financial Services*, our first goal is to be your trusted financial advisor. We listen and learn how you see your future!
Then, with comprehensive services to meet your investment objectives, we can offer access to professional, tailored, and sophisticated portfolio management delivered by a proven expert.
Achieve Your Goals!
No matter what your personal investment goals may be, we’re here to help. Building wealth, maximizing tax opportunities**, or funding education for your children or grandchildren, that becomes our goal for you.
Turn to us for access to:
- Retirement Accounts*
- Mutual Funds*
- Annuities*
- Stocks*
- Bonds*
- Life Insurance*
- Long-Term Care Insurance*
We Can Help!
If you have any investment questions or financial needs, please contact Andrew Patrick, William Campbell or Scott Dyer, Financial Advisors with Infinex.
|
|
|
|
William S. Campbell, CFP®
Certified Financial Planner® Practitioner
903 Avenida Central
The Villages, FL 32159
352-751-2162
fax 352-430-0454
wcampbell@infinexgroup.com
|
Scott Dyer
1050 Lake Sumter Landing
The Villages, FL 32162
352-751-2160
fax 352-259-1326
sdyer@infinexgroup.com
|
|
|
Disclosure:
*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.
**Citizens First Financial Services does not provide tax advice. Consult your tax advisor.
|
