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Personal Investment Planning

Creating an investment plan is a big undertaking: digging through research, staying on top of market changes, and being sure to ask all the right questions.  Whether you are saving for the future or for a specific purchase like a wedding or a business opportunity, our Financial Services Team is here to take the pressure off you so you can spend more time enjoying today and looking forward to tomorrow.

We can assist you with:

• Investment strategies that can maximize your return
• Tax-advantaged Planning
• Long-term Wealth Accumulation
• Innovative Insurance Solutions
• Estate Planning
• Building powerful Personal Retirement Plans and Business Retirement Plans
• Education Finance strategies

To learn more, please watch the online video Investment Basics.

Schedule a free, comprehensive, no obligation review of your financial situation and your individual investment needs today by contacting a member of our Financial Services Team.

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Transaction Account Guarantee Program: Bank of Canton has elected to participate in the FDIC's Transaction Account Guarantee Program. Under that program, through June 30, 2010, all non-interest bearing transaction accounts are fully guaranteed by the FDIC for the entire amount in the account. Coverage under the Transaction Account Guarantee Program is in addition to and separate from the coverage available under the FDIC's general deposit insurance rules. Please note that Municipal N.O.W. Accounts do not meet the FDIC definition of a "non-interest bearing account", and, as such, are not included in the Transaction Account Guarantee Program.

Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. Insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. 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.