|A monument of trust through education and communication
Our History: United Investment Group, a trade name of 1st United Bank, was founded November 25th, 2011. 1st United Bank has been providing access to Financial
Planning and Investment Services since 1999. Since 2011 these services are being provided through Infinex Financial Group. United Investment Group is led by Financial Advisor Greg Paine.
Mission: To provide unprecedented value to our clients with world class services and financial products.
Philosophy: We believe in educating, not dictating. Those who understand their investments have a higher sense of conviction and a more suitable portfolio. The art
of client service originates from communication; we conform to our client's preferences. Our clients must see value in our services, and it is
our moral obligation to fully disclose our fees and commission for you to calculate value. Through education, communication and full disclosure we build trust
: A monument of trust through education and communication!
United Investment Group offers its financial products through its broker-dealer Infinex Investments Inc., who provide third party broker-dealer services located on the premises of community banks. Infinex was
founded in 1993 and is headquartered in Meriden, CT. As United Investment Group's broker-dealer, Infinex coordinates many relationships and services. These include but are not limited to, regulatory compliance, product review and strategic partnerships. Investment
clearing and asset custodian services are provided by Pershing LLC, A BNY Mellon Company.
Financial Services & Products:
- Budgeting / Wealth Accumulation / Financial Planning / Wealth Distribution
- Retirement Accounts - Traditional, Roth, SEP and Simple IRAs, 401k's, & 403b's
- Financial Products – Stocks, Bonds, Exchange Traded Funds, Mutual Funds, etc…
- Commission and Fee Based Accounts
- Insurance Products – Annuities (fixed & variable) and Life Insurance (term & cash value)
- Long Term Care