The advisors at WSB Investment Services LTD. are committed to helping you select an 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, they 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 help meet your unique financial goals can be just this easy.
Establish Your Financial Goals.
Our advisors 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
Our advisors 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 help reach your goal, WSB Investment Services LTD.’s representatives 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
Our advisors 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 they 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
- Variable Annuities
- Fixed Annuities
- Variable Universal Life Insurance
Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC.
WSB Investment Services LTD, Williamsville State Bank & Trust and the above firms are independent and non-affiliated.
[Not FDIC Insured | May Lose Value | No Bank Guarantee]