CBC Financial Services

CBC Financial Services is a gateway to investment, insurance, financial planning and is a wholly-owned subsidiary of Lapeer County Bank & Trust Co.  We offer local and knowledgeable guidance along with access to a diversified network of investment options through Infinex Investments, Inc.

Our Financial Advisor, Infinex representative Denise Mathews is available to help you create a customized strategy and package of investment products to assist you in reaching your financial goals.  Simply, call or email our Financial Advisor  to set up a free, no obligation consultation.

Investment Products

  • Mutual Funds
  • Municipal Bonds
  • Individual Stocks
  • Individual Bonds
  • Brokered Certificates of Deposit

Insurance Products

  • Fixed Annuities
  • Variable Annuities
  • Indexed Annuities
  • Long Term Care Insurance Policies
  • Whole Life Insurance
  • Term Life Insurance
  • Key Person Life Insurance

Retirement Plans

  • 401K Plans
  • Simple IRA Plans
  • SEP/IRA Plans
  • IRAs - Traditional, Roth & Rollovers

Education Products

  • 529 College Savings Plans
  • Coverdell Education Savings Accounts

Contact the Infinex Support Team

  • 1-800-218-2827, then option 1, then option 2. 


 

CBC Financial Services are provided through Infinex Investments, Inc., a registered broker-dealer and member of FINRA/SIPC.  Explanatory brochures are available at FINRA and SIPCSIPC protects securities customers of its members up to $500,000 (including $100,000 for claims for cash).


 

 Not Insured By Any Federal Government Agency Not A Deposit Not FDIC Insured No Bank Guarantee May Lose Value CBC Financial Services is a wholly-owned subsidiary of Lapeer County Bank & Trust Co.  Infinex is not affiliated with either entity.

Main Office: 83 W. Nepessing St. P.O. Box 250 Lapeer, MI 48446
NMLS #458980