Investment Services
Whether your goal is saving for retirement, a new home or college, reaching your objectives typically requires more than just saving regularly. You should also have a plan that includes a mixture of investments.
Washington Financial's Wealth Management Division is committed to offering investment services for business clients and individual investors.
Business clients may take advantage of:
- Retirement plans for any size business including defined benefit and defined contribution plans;
- Cash management solution that offers liquidity and slightly higher rates;
- Asset Management Services for Endowments and Trusts.
Individual investors may take advantage of:
- Fee based investment advisory services
- 529 plans and Education IRA for college planning
- Estate Planning services which include planning and design, implementation and distribution.
- Stock, Bonds, Mutual Funds and Fixed and Variable Annuities
When you come to Washington Financial for investment services, you can be certain our experienced representatives will work to develop the best plan to meet your needs.
Robert B. Vettorel
Vice President
Wealth Management Division
724-206-1290
rvettorel@walnutstreet.com
Victor Bell
Registered Representative
Wealth Management Division
724-206-1291
vbell@walnutstreet.com
NOT FDIC INSURED - NOT A DEPOSIT - NOT BANK GUARANTEED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - MAY LOSE VALUE
*Registered Representative and IAR offering securities through Walnut Street Securities, Inc. (WSS) Member: FINRA and SIPC. Washington Financial Bank and (WSS) are unaffiliated entities. Securities are not FDIC insured.
Did you know?
Class has been in session at W&J College since 1781, the year Washington County was formed.
Talk to Our Wealth Management Team
- 724-206-1288
Personal Checking Accounts
With a Washington Financial checking account, you'll have 24/7 access to your account.
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