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Infinex Investments Inc
Cynthia V. Powell
Financial Advisor
518-370-7249
cpowell@infinexgroup.com
Welcome to First Scotia Wealth Management
First Scotia Wealth Management is here to help you plan your financial future including Retirement Planning, College Planning, Comprehensive Financial Planning and Investment Advice.

We make investment planning more manageable by breaking it down and guiding you to take the steps necessary to achieve your goals.  Our comprehensive approach helps you to ensure you have planned your financial lifestyle so you'll be able to do the things you've dreamed about in in the future. Our advisors help you prepare for the unexpected and encourage you to think about your legacy.

Our offices are located in The First National Bank of Scotia.  Our Financial Advisors can meet with you by appointment at any of our 10 offices. 

FINRA/SIPC

Latest Video Client Alert
Newsletters
  • What Happened to Your Money?
    If you don't know what happened to your money during the past year, it's time to find out. December and January are the perfect months to look back at what you earned,
  • Hybrid Funds: Balanced, Lifestyle, or Target?
    Holding a mix of stocks and bonds is fundamental to building a portfolio that can pursue growth while potentially remaining more stable than a stock-only portfolio
  • Reviewing Your Estate Plan
    An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance
  • Should I consider requesting a deferment or forbearance for my federal student loans?
    Did you take on a large amount of debt to pay for college, and are you struggling to pay it off? If so, you are not alone. According to the Federal
  • Are my student loans eligible for public service loan forgiveness?
    If you are employed by a government or not-for-profit organization, you may be able to receive loan forgiveness under the Public Service Loan
    
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 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.

NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.

This communication is strictly intended for individuals residing in the state(s) of CT, KS, MA, NJ, NY, NC and SC. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.