Financial Clarity & Direction from a team you can trust
Formerly Wessagussett Financial
Your financial situation changes throughout the seasons of your life. As your family grows or your needs change, it is important to review and revise your investment plan in order to meet those needs. For many of our customers, traditional bank savings products may not always provide the growth or income you need to achieve your goals. Infinex Financial Group can help you identify and develop your investment objectives to meet your financial goals. Whether you are planning for a short-term event, or investing your money for longer term goals, you need a financial partner who will tend to the seeds you’ve planted.
Let us be your guide.
Your Financial Professional will help you understand your statements or answer questions about how your investment is performing. And as your financial situation changes, we will help you adjust your portfolio accordingly. We want you to rest assured that your best interests are our best interests.
Please contact us for a confidential financial review. Ask a banking professional at your branch office to arrange an appointment for you with our Investment Representative.
111 Washington Street, Quincy, MA 02169
Nichole Wirtz received her Bachelor of Science degree in Business Administration from Northeastern University, and began her career in financial services in 2002. Nichole has held various positions in financial firms and is able to use her skilled background to provide a well-rounded experience for her clients. Nichole offers a personal approach with her clients, building relationships that make her clients comfortable to recommend her to friends and family. She prides herself on her work ethic and strict moral standard. Nichole holds several licenses making her knowledgeable in the financial field. She holds FINRA registrations 6, 7, 63 and 65 with Infinex Financial Group, as well as Health and Life Insurance Licenses.
Nichole’s attention to detail, positive attitude, responsiveness, and excellent listening skills are all tools she implements to achieve the highest results for her clients.
- Retirement Planning
- Wealth Planning
- Insurance: Life, Disability & Long-Term Care – Quick Quote
- College Savings
- Retirement Plans for Businesses
- Mutual Funds
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA / Member SIPC. CHB Financial Partners is a trade name of the Bank. 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.