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01.26.2010Lenox Holmes Road Office to Hold Football Investment Review Day Pittsfield, Mass. – Legacy Investments and Insurance Group will offer an Investment Review Day at Legacy Banks’ 2 Holmes Road Office on Friday, February 5, 2010 from 9:00 am to 5:00 pm. With a football theme, the public is invited to join the staff in rooting on their favorite team while enjoying some refreshments and meeting Tom McKeon, investment executive with Infinex Investments, Inc. and Legacy Investments and Insurance Group.
A broad-based investment and insurance division, Legacy Investments and Insurance, provides access to a full menu of investment and insurance options through Infinex Financial Group. McKeon will be on hand at Legacy’s Holmes Road office to discuss financial planning, investing, tax and estate planning, as well as insurance needs. Customers may stop into the office to meet with McKeon on a first-come first-served basis or make an appointment by calling 413-445-3526.
McKeon has over 17 years of financial experience working with clients to plan their financial lives. He begins by helping people understand their current situation in context with their goals, and then tailors individual plans to help them realize those goals. With a variety of registrations to provide securities and financial planning services, McKeon is also authorized to provide life, disability and long-term care insurance.
Legacy Investments and Insurance Group provides access to investment and insurance options through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. 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.
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