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 including 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 right plan to meet your needs.
Robert B. Vettorel
Vice President, Washington Financial Wealth Management
Registered Representative, Walnut Street Securities
724-206-1290
rvettorel@walnutstreet.com
SECURITY PRODUCTS ARE NOT FDIC INSURED - NOT A DEPOSIT - NOT BANK GUARANTEED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - MAY LOSE VALUE
*Securities and invesment advisory services offered through registered representatives and investment advisory representatives of Walnut Street Securities, Inc. (WSS) Member: FINRA and SIPC. Washington Financial Wealth Management and Washington Financial are not affiliated with WSS.
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Talk to Our Wealth Management Team
- 724-206-1288
Personal Checking Accounts
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