Chelsea Groton Bank January 2016
Business Matters Chelsea Groton understands big business concerns, small business needs... and where the two intersect.

Meet Jim Venditti, VP, Financial Services

Alex MasseJim Venditti, Vice President, Chelsea Groton Financial Services, and representative of Infinex Investments, Inc. Member FINRA/SIPC, understands the unique financial needs of professionals and small business owners. He meets with clients to learn their challenges, objectives and risk-tolerance. With this knowledge in mind, he determines strategies, provides thoughtful recommendations and participates in regular financial reviews in an effort to help clients meet their goals.

Previously a wealth manager at First Niagara Financial Group, Middlesex Wealth Management Group and Merrill Lynch, Jim has two decades of experience strategizing, implementing and reviewing financial plans with clients. He's been named a top Wealth Advisor in Connecticut by Five Star Professional.

Jim graduated from the Community College of the Air Force and served for five years as a Defense Intelligence Analyst. Born and raised in Groton, CT, Jim and his wife Amy now reside in East Haddam, CT. He is the proud father of three children and is active in the Salem Youth Baseball League.

To schedule an appointment with Jim, call Jennifer Eastbourne at (860) 572-4040.

About Chelsea Groton Financial Services
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Chelsea Groton Financial Services is a trade name of the Bank. 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.


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