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Walden Savings Bank and Cetera Investment Services

Walden Investment Services is here to give you sound advice when it comes to financial planning. We’ve simplified investing, saving you time and money. 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.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Cetera advisory services agreement and Disclosure Brochure, as Cetera Investment Services LLC is a registered broker-dealer, registered investment adviser and licensed insurance agency. Member FINRA/SIPC. Cetera is not affiliated with Walden Savings Bank. Securities, advisory services and insurance products offered by Cetera: Not FDIC insured • May go down in value • Not Bank guaranteed • Not a Bank deposit • Not guaranteed by any governmental agency.
*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.

View Cetera privacy policy and other important information.

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.

Frank Dwyer - Walden Savings Bank

Frank X. Dwyer
Vice President, Financial Advisor
Phone: 845.457.8250
Fax: 845.457.8287
Located at Walden Savings Bank

Alissa Provanzana - Walden Savings Bank

Alissa Provanzana
Financial Advisor
Phone: 845.457.8250
Fax: 845.457.8287
Located at Walden Savings Bank

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Investment Services Account

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