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CSB Investment Services is the investment, insurance and financial planning affiliate of Chelsea State Bank.  We offer access to financial planning and wealth management, as well as traditional brokerage and insurance services.  We have the expertise and the tools available to create custom solutions for all our clients’ investment needs - from opening someone’s first IRA or rolling over a 401(k) located at a previous employer to developing a fully-comprehensive financial plan.

To provide you this value-added service, Chelsea State Bank partnered with Infinex Financial Group, a company that was formed by community banks and is mostly owned by community banks, to provide programs and services that meet the specific needs of community bank customers.  Learn more about Infinex at www.infinexgroup.com.

Investment and insurance products and services are offered through Infinex Investments, Inc. Member FINRA/SIPC. CSB Investment Services is a trade name of Chelsea State 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.

For Questions please call:

Infinex Back Office: 1-800-218-2827…option1…option2..This will get you to the “Midwest Team”

Fax Number for Infinex: 1-203-599-6001

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