Bluestone Wealth & Trust offering securities through Infinex Investments, Inc. works with respected firms like Lockwood and Envestnet to source financial products. From tax-advantaged college plans and retirement accounts to mutual funds and stocks & bonds, you’ll get solutions and practical advice you can count on to reach all your investment goals.
Low interest rates, inflation and taxes can take their toll on your savings. Mutual funds offer an effective and convenient alternative.*
College costs can be daunting. Planning early can make all the difference. We have access to the products and expertise to help you do just that.
It’s never too early to start planning for retirement. Choose Roth IRAs, Traditional IRAs or IRA alternatives like 401Ks or Keogh or SEP Plans.
401K to IRA Rollovers
Have you changed jobs and left your 401K with a former employer? We’ll help you make a direct rollover to a Traditional IRA that you control.
*Individual suitability should be determined before purchasing any security. Past performance is not indicative of future results. This is neither an offer nor a solicitation to purchase securities and any purchase should be accompanied or preceded by a prospectus containing information regarding investment objectives, risks, fees, and charges, which you should read carefully before investing.