A strategic approach to strengthening your savings and reducing risk.

Popular Investments offers a sound and strategic approach to managing your goals and protecting your finances. From business succession planning to small business retirement planning, we help you create savings and asset protection strategies to keep your business healthy and on the road to growth.

Popular Investments can help with:​

Business Retirement Planning

Business Retirement Planning

Secure your future with SEP IRAs and SIMPLE IRAs, or SIMPLE 401(k) plans.

Business succession planning

Business Succession Planning

Ensure longevity with Buy-Sell agreements, Key Man insurance and asset protection strategies.

Business Valuation Services

Business Valuation Services

Estimate the worth of your business with an income- and asset-based approach to valuation.

Find investment solutions for your commercial business.

If your priority is to optimize your cash reserves, learn about our long-term strategies including our investment policy design and execution, and asset management, to strengthen the impact and ensure the legacy of your organization or institution.

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Commercial Investments

Are you ready to get started? We’re ready to meet you.

Popular Investments has trained investment professionals ready to discuss your options and find what's right for you.
Call us at 1.866.689.0365 to make an appointment or contact your nearest branch location.

Business Insights

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Broker Check by FINRA

Securities and advisory services are offered through Infinex Investments, Inc. (“Infinex”), a registered investment advisor and broker-dealer (Member FINRA / SIPC). Insurance products are offered through Infinex or by Popular Insurance Agency USA, Inc. (PIAUSA). PIAUSA is also known as PIA US Insurance Agency (PIAUS) and is a wholly owned subsidiary of Popular Bank, a NY state chartered financial institution. Infinex or its affiliates are separate entities from, and are not affiliated, with PIAUSA, PIAUS, Popular Investments, or Popular Bank. “Popular Investments” is a registered service mark, through which securities and insurance products are offered.

When registered representatives offer products and services under the Popular Investments name, they are doing so as insurance agents or registered representatives of Infinex; or insurance agents of PIAUSA. Infinex registered representatives are also employees of Popular Bank. Popular Bank and PIAUSA are not registered as a broker-dealer or an investment adviser. 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. If applicable, please request a prospectus as it contains more complete product information — including risk, fees, and expenses — and should be read carefully before investing.

Please never share your Popular account details with anyone. Popular will never ask you for your password through email, social media or a third-party website. Learn more.