Educational Funding

Sometimes the most satisfying returns come from investing in the success of your loved ones.

  • College cost projections
  • 529 college savings plans
  • Coverdell Educational Savings Accounts


If you have questions please contact Leighton Hart


Securities offered through INFINEX INVESTMENTS, INC., member FINRA/SIPC. Infinex and the bank are not affiliated. Insurance and securities products and services are: not a deposit, not FDIC Insured, not insured by a federal government agency, not guaranteed by the bank, and may go down in value.

TriSummit Investment Services is a trade name of TriSummit Bank.  Infinex is not affiliated with either entity.  

Investors should carefully consider the investment objectives, risks, charges and expenses of 529 plans. Depending on your state of residence, there may be an in-state plan that provides tax and other benefits not available through other plans. Before investing in any state’s 529 plan, you should consult your tax adviser.