In today's world of swiftly fluctuating markets, managing money is increasingly complex.  Ensuring your financial future is secure means making some very careful decisions.  

To do this, you need to understand all the financial options available and how to integrate various elements into a cohesive, individualized plan that meets your goals. 

You need a direction that makes sense.


Welcome to COFS Investment Services


Our Infinex Financial Advisors specialize in professional wealth management advice and offer customized, practical investment options that help guide your journey.  We pride ourselves on delivering the highest level of service, without the hard sell.  Our goal is to create a strategy and package of investment products that enables you to meet your financial goals head-on.


Just Starting Your Financial Journey?  


Check out our Knowledge Center for comprehensive info on various investment types and how they work.  It also offers a Glossary to decode unfamiliar, or even confusing, terms. 

Our calculators cover many situations, from affording a car to what retirement account best fits you, so you can get an idea of where your journey can go from the starting point you're at. 

When you're ready to discuss your goals, connect with us.  We're happy to offer solutions and work with you on a plan that fits your unique situation.