First, We Listen
Our representative will take time to talk with you and determine what you want to accomplish, how long you plan to hold your investment, your tolerance for risk, and what your current tax situation looks like. He will also want to know what other financial plans you have and how we can integrate your investments with your existing plans, social security, and other programs.

Then We Plan With You
Once we have a clear understanding of your specific situation and your needs, we can begin to develop a realistic investment plan that meets your personal needs and goals.

We are an unbiased and objective resource. You can be assured that our recommendations are not influenced by anything other than how to put all the elements of a successful plan together in a way that is best for you.

Putting It All Together
Once we have determined how your new investment plan will fit within your existing portfolio and how it will impact on your long term financial plan, we begin to implement the plan. Using our access to highly respected research firms, we select the right investment vehicle or mix of products that will maximize the benefits of your plan. The plan could include all or some of the following investment opportunities;

  • Mutual Funds-Over 4,000 different funds to choose from
  • Tax Deferred Annuities-Choose from fixed and variable. All dividends, interest and capital gains continue to grow tax-free until the money is withdrawn.
  • Stocks-Select from all stocks listed on the New York, American, OTC and foreign exchanges.
  • Bonds-Choose from tax-free municipal, U.S., foreign government and corporate.
  • Life Insurance
  • Long Term Care Insurance

We make available a wide range of mutual funds. The following are just some of the fund families we offer:

AIM Franklin Templeton Pioneer
Alliance Capital Putnam Van Kampen
American Funds MFS
Calamos Oppenheimer  
Dreyfus Pimco  

Brian J. Allsop
Investment Executive

A graduate of UMass Dartmouth with a bachelor’s degree in finance, Brian J. Allsop has enjoyed a distinguished career as a financial professional. He began in 1989 working as a life underwriter and financial advisor, then as a personal and corporate financial planner, and is now an Investment Executive with Infinex Financial Group, located at Bank of Canton.

Brian currently specializes in pre- and post-retirement planning for a clientele consisting of small business owners, successful professionals, and retired individuals. His primary objective is to work with his clients on increasing income, reducing taxes, and maximize overall returns. Brian holds NASD Series 6, 7, 63, and 24 Securities Licenses, as well as Life and Health Insurance Licenses. He has conducted seminars for physicians throughout Boston’s top hospitals regarding investments and necessary insurance coverage. Brian is also a current member of The Quincy Rotary, as well as The Canton Association of Industries, Inc. He lives in North Easton, Massachusetts, with his wife, LeeAnn, and their three children: Alexandra, Nicholas and Michael.

Brian will be able to explain the advantages and benefits that these types of accounts can offer you. He can also assist you with other investment planning needs.

Here's what clients have to say!
"As a local attorney, I have had the opportunity to service numerous clients who would ask my advice concerning their financial and investment portfolios. Invariably, whenever I have referred these clients to Brian, they have been impressed with his personalized attention and professionalism." Joseph E. Titlebaum, Exq., Law Offices of Joseph E. Titlebaum, Canton, MA

"Brian is a very creative and knowledgeable financial advisor who saved me considerable money by reorganizing my insurance policies and through creative planning he maximized their effectiveness. Brian is honest and trustworthy and services his accounts fully." Howard D. Hill, D.D.S. Georgetown, MA

"I have done business with Brian for years and I've always been impressed with his dedication to his clients and his follow-through in their behalf. He unselfishly works hard for you." Joseph P. Morgan, D.D.S. Concord, MA

"Brian possesses unparalleled skills, integrity and professionalism that is unsurpassed in the industry. As an accountant for nearly two decades, I am fortunate to have had access to the wide range of expertise he offers, both personally and professionally." Dennis J. Fontecchio, CPA, Canton, MA

Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. Insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. 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.