We believe investment strategies are as individual as our clients. We look at each relationship as a long-term partnership. From comprehensive financial planning to professional money management, we have a variety of choices, and the representative at Washington Financial Bank Wealth Management Division will work closely with you to determine which products and services pursue your needs.
The experienced representatives will work with you to develop a plan for college education funding, tax reduction strategies, or retirement planning. You will also have access to mutual funds, annuities and separately managed accounts, from some of the most well-known names in the industry.*
*Securities and Advisory services offered through LPL Financial, a registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Washington Financial Bank is not a registered broker/dealer and is not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, CO, DE, DC, FL, GA, HI, IA, IN, KS, KY, MD, MI, NC, NH, NJ, NM, NY, OH, PA, SC, TX, UT, VA and WV.
SECURITY PRODUCTS ARE NOT FDIC INSURED — NOT A DEPOSIT — NOT BANK GUARANTEED — NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY — MAY LOSE VALUE