Apple Valley Bank & Trust

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Investment Services

Scott Otis
Scott Otis
Business Development Officer
Financial Advisor
203-271-1268 ext. 107

Have you thought about investing, but not sure where to start? Come in and meet with us. We take the time to listen and answer all of your questions.

Your Hometown Branch
A personal approach to understanding Your needs.

Now you can select from a wide range of investment opportunities right in your local branch office. Apple Valley Bank along with Infinex Financial Group specializes in serving our bank customers. We add value to your branch relationship by providing a knowledgeable and friendly professional resource you can rely on.

Free Planning
Free financial planning…the smart first step to your financial future.

Investing today covers the global marketplace with some 30,000 stocks, 11,000 mutual funds and thousands of other investment choices. Choosing among them is a difficult task. Before you invest, it's prudent to evaluate your situation and investment objectives with the help of a trained, licensed professional. It's the best way to determine what kind of investment or insurance products may be right for you. There is no charge for using our planning service.

Match your objectives with the right kind of investment.

If you decide to start investing, we can help you focus on the investments that match your objective. Not all investments are right for everyone. Some are intended to provide a steady, guaranteed income, while others provide both growth of your principal, plus income. Still, others are long-term, high risk and high potential growth investments. We can explain the difference and help guide you to your decisions.

Personal Service
Our only allegiance is to you.

We're different from other financial services companies. Apple Valley has partnered with Infinex Investments to help service its customers with trusted and thoughtful investment advice. Our goal is to help find the right investment products or services for you, while maximizing the risk of investing and helping to maximize your returns.

Important Information
Investment products are offered through Infinex Investments, Inc. Member NASD/SIPC. Insurance products are offered through affiliated licensed insurance agencies. 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 more information about particular non-deposit investment products, ask for a prospectus. Please read it carefully before investing.

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© 2007 Apple Valley Bank & Trust
286 Maple Avenue, Cheshire, CT 06410
Phone: 203-271-1268 Fax: 203-271-1540