Retirement Planning

small business owner planning for retirementSmall business owners who want to save for their retirement and receive a current tax break can find a solution at UniBank. There are many choices of retirement plans available, such as SEP, Profit Sharing and SIMPLE IRA's. Each retirement plan offers a wide variety of investment options. Let our experienced professionals help you find the best plan for your small business and your valuable employees. Learn More

 


 

Investment and insurance products and services are offered through Infinex Investments, Inc., member FINRA/SIPC. Insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. UniVest Financial Services is a trade name of UniBank. Infinex and UniVest 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. Infinex products available through our Whitinsville (main) branch, although appointments available at all branches.