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Investments

Investments


We’re pleased to offer access to a wide range of financial services through Infinex Investments, Inc. Whether you’re just starting your family and career or looking towards retirement, our in-house Infinex representative will help you sort through the jargon to create a customized portfolio.

With our advisors, you’ll experience the same professional service you expect from Greenfield Savings Bank. We’re here to help you, so there is never a hard sell, never any pressure. Our goal is to deliver the results you want.

We are happy to help you with:

  • Retirement Planning
  • IRA Rollovers
  • Stocks
  • College Savings Planning
  • Mutual Funds
  • Annuities (tax deferred)
  • Fixed Income

Call us today at (413) 774-3191 to schedule an appointment.
Insurance

Insurance


Insurance is a key part of any well-constructed financial plan, but it can be confusing to wade through all the options. We can help.

Whether you are seeking a comfortable retirement, life insurance, the funds to educate your children or grandchildren, the preservation and transfer of your estate, or ways to minimize your taxes — we’re ready to give you the answers and service you need.

We work with a variety of insurance companies, including SBLI. There are never high pressure sales tactics at GSB Investments & Insurance. Just financial professionals who know how different insurance products can help you meet your financial dreams. So stop by any branch, or call us to make an appointment to review your insurance needs.
Meet Our Team

Meet Our Team


Matthew Sheridan

GSB Vice President & Infinex Investment Executive. Matt has close to fifteen years of experience as an accredited asset management specialist with experience in financial planning, securities trading and insurance products. Matt is a graduate of Greenfield Community College and the Isenberg School of Management at the University of Massachusetts. Clients who work with Matt invest in securities offered through Infinex Investments, Inc.
 

Yogesh Malik

GSB Premier Banker and Infinex Investment Executive. Yogesh brings more than five years of banking and investment experience to the GSB Investments & Insurance team. Yogi earned his bachelor’s degree in finance from Bentley University and is currently pursuing his Masters of Business Administration at the Isenberg School of Management with a concentration in finance. Clients who work with Yogi invest in securities offered through Infinex Investments, Inc.
 

Elizabeth O'Connell

Investment Administrative Assistant. Elizabeth has more than 15 years of experience under her belt as a support professional. Her previous roles included working as an administrative assistant, real estate coordinator, and office manager at businesses throughout the Pioneer Valley. You’ll find Elizabeth handling appointment scheduling, data entry, record-keeping, and all other administrative tasks for GSB Investments & Insurance.
Online Account Access

Online Account Access

24/7 Online Access

Infinex Financial Group Online Statements allow you to easily consolidate and organize your investment accounts and generate in-depth reports. They are designed to increase your productivity while enriching the financial planning process.

Access your accounts any time, from any where in the world using the secure web site.  Once you’ve completed the registration process, just visit
www.mainaccount.com/infinex for 24/7 access to your online accounts.

First-Time Login Instructions

  1. Contact Matt Sheridan or Liz O’Connell for a temporary password by calling (413) 775-8230
  2. Go to www.mainaccount.com/infinex
  3. Click on “Register Now” at the bottom right-hand corner of the log on box
  4. Enter your Social Security Number and the temporary password you received from Matt or Liz
  5. Read the User Agreement, then click Accept to agree to the terms
  6. Enter your User Name, create a Password, and provide the requested personal information
  7. Click Next to continue
  8. Review and approve the Registration Confirmation screen, or go back and make any necessary adjustments
Once the Registration Confirmation screen has been approved, your online account request will be sent to the GSB Investments & Insurance team for approval. Approval will typically be granted within 1-2 business days. If you do not receive an email notifying you that your account has been activated after two business days, please call us at (413) 775-8230.




Broker Check by FINRA.