Services
WSB Investment Services Ltd. is committed to helping you select the most
appropriate product and service from a comprehensive list. By establishing a
relationship with WSB Investment Services Ltd. you will have access to
nationally recognized mutual funds, insurance products and advisory programs.
Our professionals will work with you to Establish your financial goals and
objectives, then Develop a sound strategy. Once this is completed, we will apply
the strategy and continue to Review the process. With an Investment
Representative from WSB Investment Services Ltd. on your team, creating and
maintaining an investment strategy to meet your unique financial goals can be
just this easy.
Establish Your Financial Goals.
We will help clarify, define and evaluate your present financial position. This
process involves reviewing relevant financial information with you. The data
will be analyzed within the context of your unique goals and objectives to help
us choose an appropriate path to your financial destination.
Develop a Sound Strategy
We will present to you an investment strategy that is structured to help you
meet your unique needs and objectives. The type and complexity of the strategy
will vary with your individual needs.
Apply the Strategy
To reach your goal, WSB Investment Services Ltd. will work with you to implement
the investment strategy that is in line with the goals and objectives you have
outlined.
Review of the Process
We will work with you not only to implement the investment strategy, but also to
review and revise the strategy periodically. As your needs and financial
objectives change, you can be assured that we will be with you every step of the
way.
Investment Products & Services
- Full Service Brokerage
- Mutual Funds
- Fixed Income Securities
- Equity Securities
- Advisory Services
- Education Savings
Insurance Products
- Variable Annuities
- Fixed Annuities
- Variable Universal Life Insurance
Commercial/Business Services
Mutual Funds and variable annuities are sold by prospectus. Carefully
consider the investment objectives, risks, charges and expenses of a fund or sub
account before investing. This and other information is contained in a
prospectus available from your registered representative. Read the prospectus
carefully before investing.
Securities and investment advisory services offered through Lincoln Investment Planning, Inc. Member FINRA & SIPC and Registered Investment Advisor 8230 Montgomery Rd Suite 150 Cincinnati, OH 45236
(888)484-5652. LIP is not affiliated with WSB Investment Services Ltd. or Williamsville State Bank & Trust.
[Not FDIC Insured | May Lose Value | No Bank Guarantee]