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Investment Services

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At Coconut Grove Bank we make a serious investment in each and every client.  Coconut Grove Financial Services can provide you with convenient services to assist you with your finances.

 A full range of financial products and services are available including:
  • Financial Planning
  • Retirement Planning
    • Individual Retirement Accounts (IRA's)
    • Roth IRA's
    • 401(k)s
    • Rollovers
    • Transfers
  • Tax Exempt & Tax Deferred Strategies
  • Annuities
    • Fixed
    • Variable
    • Indexed
    • Immediate
  • Life Insurance
  • Mutual Funds
  • Stocks & Bonds
  • College Planning

Investment, insurance products and services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. Coconut Grove Financial Services is a trade name of Coconut Grove Bank. Infinex and Coconut Grove Bank are not affiliated. Products and services made available through INFINEX FINANCIAL GROUP: are not a deposit, not insured by any government agency, not FDIC insured, not guaranteed by the bank, and may go down in value.

Wise Beyond Our Years. Since 1926.