We Provide Personal Service That is Given in Simple to Understand Terms
What are you seeking to gain in your future? Is it savings? Is it a college plan for your children? Do you want to retire at a reasonable age? Touchstone Financial Service's/Infinex Investments financial advisor, Guy Adamson, can provide you answers to all of these questions, plus so much more.
He specializes in relationship building with each of his clients and he bases his 30+ years of experience on educational information that anyone can use to make solid investment decisions.
Guy is registered in Series 6, 7, 65 and 66. He also is licensed in life insurance products and annuities in Virginia.
Guy is a great communicator of sophisticated investment topics. He uses easy-to-understand terms, he will discuss your comfort level, outline the risks and rewards, and guide you in making sound investment decisions.
He Can Also
- Open investment accounts, which also include, retirement, non-retirement and college saving plans
- Rollover 401k plans — options may include keeping the funds in your plan; rolling over to your new employer's plan, rolling over to an IRA or cashing out
- Set up retirement plans for businesses
- Provide access to investments, including stocks, bonds, mutual funds, annuities, 529 plans, government securities, or IRAs through a fully disclosed relationship
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Touchstone Financial Services is a subsidiary of the bank. Infinex is not affiliated with either entity. 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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