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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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. (“Infinex”).
Member FINRA / SIPC.
Popular Investments is a unit of Popular Bank. Infinex and Popular 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.
Investment and insurance products:
Are not FDIC insured
Are not guaranteed or insured by any bank or bank affiliate
Are subject to investment risk, including the possible loss of value
Are not deposits or obligations of any bank or any bank affiliate
Are not insured by any federal government agency
Are not a condition to any banking service or activity
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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.
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