WTB Investment Services
Securities provided by Cetera Investment Services LLC
Washington Trust Bank has built its legacy of service on being the best at understanding and meeting the financial needs of our clients, and we at WTB Investment Services proudly live this mission every day.
Our promise to our clients and prospective clients is that they’ll always work with someone who cares, and someone they can trust. As registered representatives, we take the time to get to know each individual and their goals, helping them pursue clarity in investing.
Who Should Seek Advice?
WTB Investment Services offers solutions and advice to anyone seeking guidance for new or current investments. We’ll help you take stock of your unique financial circumstances and work closely with you to learn about your future goals. After we’ve asked all the right questions, we’ll offer creative, personalized solutions that fit you, and we’ll share our knowledge and experience to help you make the final decision best for your needs.
We’re proud of the work we do and the relationships we build. When you work with us, your goals become our goals.
WTB Investment Services Specialties:
- Retirement planning
- Mutual Funds
- Stocks / Bonds
- Life / Long-Term Care Insurance
- Brokerage services
- Fee-based planning
- Education funding (529 or Coverdell)
- Individual retirement accounts (IRAs)
Before advocating any products, we’ll help you make a comprehensive review of your individual financial situation to ensure that a particular solution is right for you. Our investing philosophy is built on transparency and research. We won’t make the decisions for you; we’ll give you the tools and confidence you need to decide what’s right for you.
Partnering with WTB Investment Services
If you’re looking for a trustworthy partner who’ll be with you every step of the financial planning process, we’re ready for a conversation.
Please call WTB Investment Services at 800.927.0023, where you can speak with one of our team’s registered representatives.Investment Respresentatives