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CBC Financial Services

CBC Financial Services is a gateway to investment, insurance, financial planning and is a wholly-owned subsidiary of Lapeer County Bank & Trust Co.  We offer local and knowledgeable guidance along with access to a diversified network of investment options through Infinex Investments, Inc.

Our Financial Advisor, Infinex representative Denise Mathews is available to help you create a customized strategy and package of investment products to assist you in reaching your financial goals.  Simply, call or email our Financial Advisor  to set up a free, no obligation consultation.

Investment Products

• Mutual Funds
• Municipal Bonds
• Individual Stocks
• Individual Bonds
• Brokered Certificates of Deposit

Insurance Products

• Fixed Annuities
• Variable Annuities
• Indexed Annuities
• Long Term Care Insurance Policies
• Whole Life Insurance
• Term Life Insurance
• Key Person Life Insurance

Retirement Plans

• 401K Plans
• Simple IRA Plans
• SEP/IRA Plans
• IRAs - Traditional, Roth & Rollovers

Education Products

• 529 College Savings Plans
• Coverdell Education Savings Accounts

Contact the Infinex Support Team

• 1-800-218-2827, then option 1, then option 2. 

 

CBC Financial Services are provided through Infinex Investments, Inc., a registered broker-dealer and member of FINRA/SIPC.  Explanatory brochures are available at FINRA and SIPC.  SIPC protects securities customers of its members up to $500,000 (including $100,000 for claims for cash).

 

Not Insured By Any Federal Government Agency • Not A Deposit • Not FDIC Insured • No Bank Guarantee • May Lose Value • CBC Financial Services is a wholly-owned subsidiary of Lapeer County Bank & Trust Co.  Infinex is not affiliated with either entity.