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John Kuehnle

Financial Advisor at Infinex Financial Group

I consider my role to be that of a financial coach. As such, I make recommendations and give direction based on information you provide to me. My work will often touch on tax, legal and liability issues and I will refer these to your existing advisors or offer referrals because I do not practice in these areas. I am licensed to work in the areas of financial planning, insurance and investments and hold certain credentials for each of these. My work is primarily “Wealth or Asset Management.” I help people protect, accumulate, utilize and transfer their wealth (assets) in order to achieve their goals and objectives. As your advisor, I can create a unique financial plan tailored to achieve those goals. In addition, I can also provide the insurance and investment solutions needed to implement that plan. My Process begins with asking that you complete some questionnaires; based on this information and our initial discussion, I will determine if my assistance can benefit your situation. If so, we will create a letter of understanding outlining how I may assist you in accomplishing your objectives, satisfy your expectations and define our relationship going forward. After accepting our letter of understanding, we may then proceed. I look forward to a long relationship based on mutual respect and trust. Investments and insurance products and services are OFFERED THROUGH INFINEX INVESTMENTS, INC. Member FINRA/SIPC. TMB Financial Solutions is a trade name of The Milford Bank. Infinex and The Milford Bank are not affiliated. Products offered through Infinex Investments, Inc. are NOT A DEPOSIT / NOT FDIC INSURED / NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY / NOT GUARANTEED BY THE BANK / MAY GO DOWN IN VALUE.

Contact Information

Business Email
j*****@infinexgroup.com
Direct Phone
+1 20********
Location
United States

Company Information

Headquarters
Founded Year
1993
Headcount
51 - 200 ( View All )
Specialties
marketingadvisor recruitingbroker-dealerfinancial servicestechnologyrelationship managementbest practicesunique ownership structureresources specific to bank and credit union channelbankscredit unionsinvestmentswealth managementfixed incomeinsurancetrustadvisory servicescompliancelead generationtraining

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Frequently Asked Questions Regarding John Kuehnle

What company does John Kuehnle work for?
John Kuehnle works for Infinex Financial Group
What is John Kuehnle’s role in Infinex Financial Group?

John Kuehnle's role in Infinex Financial Group is Financial Advisor

Who are John Kuehnle’s colleagues?

John Kuehnle's colleagues are Tim Lewis, Susan Benedetto, Jere Colcer, John M. Cams Koth.