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Investment Services

Infinex Financial Group

We can all use a little guidance when it comes to our finances and investing. At GE Credit Union, we want you to plan for college, or look forward to a comfortable retirement, or just invest your money wisely. So, we’ve asked Infinex Financial Group to help.

Infinex Financial Group is the leader in financial planning, wealth management, and investments. You can be confident in Infinex simply because they share the same mission and vision as us—to listen and understand each individuals need to work toward their goal of financial prosperity.

Our vision at GE Credit Union is to provide our members access to superior financial solutions, comprehensive products and an unparalleled service experience.

The partnership you have with GE Credit Union extends to GE Credit Union Investment and Insurance Service Center available through our broker/dealer Infinex Investments, Inc. (Infinex) Member FINRA/SIPC.

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just get a second opinion, we’re here to help.

Our Infinex Financial Advisor, Wallie Feliciano, can provide you individualized service, and is here to work directly with members like you.

Services include:

  • Reviewing Your Current Financial Plan
  • Retirement Planning
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
  • Tax-Deferred Investments
  • Retirement Income Strategies
  • Education Funding
  • Life and Long Term Care Insurance

To get started designing your plan, contact us today to schedule a free, no-obligation appointment. Contact Wallie Feliciano wfeliciano@infinexgroup.com or 475.227.PLAN (7526)

Meet Your Advisor, Wallie Feliciano

In today’s market, it can be essential to work with a Financial Advisor who will provide you insight and guidance based on an understanding of your unique situation.

For many years, Wallie Feliciano, has concentrated on developing, implementing, and monitoring personalized financial plans for his clients. Wallie, a registered investment adviser representative in Connecticut, specializes in retirement strategies and IRA rollovers for 401(k)s, 403(b)s, 457s, Profit Sharing, and TSPs.

Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, Wallie Feliciano is here to:

  • Listen to your financial needs
  • Provide impartial advice to help you make informed decisions
  • Be dependable and responsive

Wallie is securities-registered with Infinex in CT, NY, FL, GA, RI, MA, WA, NH, PR and holds CT life and health insurance license (#2429563).

BrokerCheck by FIRNA

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the credit union are not affiliated. Products and services made available through Infinex are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate.  These products are subject to investment risk, including the possible loss of value.