Tap into two investment reviews in-house, on the house.
With each review, learn more about your financial consultant’s background, philosophy and approach to investing and then decide which financial relationship to pursue for your future. Sessions can be conducted virtually or in-person.
Follow 3 simple steps to get started:
Schedule your initial review.
Survey profiles of our team members, then choose your preferred financial consultant. Click Schedule a review to begin the scheduling process.
Book your session.
On the next screen, confirm the date and time with your financial consultant for your initial review.
Schedule your second review.
Return to the profiles page and choose a financial consultant for a second review. Click Schedule a review and follow instructions to book your next session.
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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.
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Important Update
The Speedpay® link to pay your loan is changing on January 28, 2021. If you have saved this link in your bookmarks please be aware that the old link will no longer work after December 16.
This is a hyperlink to a third-party website, as described in our Weblinking Practices. Note that such third party's respective privacy policy and security practices may differ from those of Popular or its affiliates. Neither Popular nor any of its affiliates assumes any responsibility, nor do they control, endorse or guarantee any aspect of your use of any linked third-party website. Hyperlinks to third-party websites are solely for informational purposes and for use at your own risk.
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