Assistant VP -
Located at Walden Savings Bank
Walden Investment Services is here to help give you sound advice when it comes to financial planning. Our goal is to simplify investing. You’ll receive personalized investment advice on:
• Retirement Planning
• College Planning
• Estate Planning
• Tax-advantage Investments*
• Asset Management
• Financial Planning
Walden Investment Services provides you access to available products such as mutual funds, bonds, government securities, and annuities to assist you in achieving your goals. Our Investment Executives will assist you with your financial planning needs.
Securities offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers, LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured * May lose value *Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. Advisory services may only be offered by investment Adviser Representatives.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera, nor any of its representatives may give legal or tax advice. Located at 15 Scott’s Corners Drive, Montgomery, NY 12549.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Your request has been received. We will contact you as requested.Thank you.