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Business Investment Planning

Northern Financial. Your Partner for Business Investments.

Northern Financial is the investments division of Northern Bank.  Through our partner, Infinex Investments, we specialize in helping entrepreneurs and business owners with their investment needs.  Whether you have extra cash to invest, want to explore a 401(k) plan for your employees or are thinking about how to pass on what you’ve built to the next generation, Northern Financial is here to help.


Investment products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.  Northern Financial is a trade name of Northern Bank & Trust Company.  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.

Send a message or Give us a call 800 273 6908

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Invest with a Partner You Trust

From real estate developers who've just exited a project to business owners who've had a successful run, our team has experience working with entrepreneurs like you, building investment and retirement plans that let you keep building the business AND help build a nest egg for retirement or the next generation. Let's talk about your business, your goals, and build a plan together.


Meet our Team

Investment Plans for Your Employees

For too long employee investment plans haven't made sense for small or medium businesses. Your employees want the option, but the expense and hassle just weren't worth it. Times are changing. Northern Financial has partnered with innovative plan providers focused on serving the needs of businesses like yours. If  you're looking to add a powerful retention benefit for your employees, we can walk you through the costs, benefits, and impact on your business of each of the options. 


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Call Us 800 273 6908

Partner Site Disclaimer

By accessing the noted link you will be leaving our website and entering a partner site which is hosted by another party. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of our website. We encourage you to read and evaluate the privacy and security policies of the site which you are entering, which may be different than those of ours.

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