 Wauchula State Financial Services Wauchula State Financial Services offers access to high-quality, professional investment services without sacrificing the personal attention you have come to expect from us. In Hardee County please contact Denise Tomlinson: stomlinson@infinexgroup.com 106 East Main Wauchula, FL 33873 (863) 773-4151 FAX (863) 773-0419 In Highlands County please contact Peggy Thorlton: pthorlton@infinexgroup.com Sebring-Fairmount 3900 US Highway 27 N Sebring, FL 33870 (863) 386-6205 FAX (863) 386-1394 Sebring-Lake Jackson 1385 US Highway 27 S Sebring, FL 33870 (863) 386-6205 FAX (863) 386-1394 Lake Placid-Downtown 102 East Interlake Blvd Lake Placid, FL 33862 (863) 465-3553 FAX (863) 465-6642 |
 Do your needs include:
First, we’ll listen. We will take the time to understand your financial goals. We need to know what you want to accomplish, how long you plan to hold your investment, your tolerance for risk and what your current tax situation is. We will also want to know what other financial plans you have and how your investments may integrate with existing pension plans, social security and other programs. Then, we plan. Together. Once we have a clear understanding of your specific situation and your needs, we can begin to develop a realistic investment plan that meets your personal needs and goals. As an unbiased and objective resource, you can be assured our recommendations are not influenced by anything other than how to put all the elements of a successful plan together in a way that is best for you. Quality of Investment. Quality of Service. Once our Financial Advisor has determined how your new investment plan will fit within your existing portfolio and how it will impact your long term financial plan, with your approval we will then begin to implement the plan. Using our access to highly respected research firms, we will select the right investment vehicle or mix of products that will maximize the benefits of your plan.The plan could include all or some of the following investment opportunities:
Investment help is here. Remember, we will never put pressure on you to buy or sell a product or to change your current investments. Our concern is that your investment plan meets the financial goals you have established. Whether you’re preparing for retirement, establishing a college fund, or providing your business with a retirement plan for employees, Denise and Peggy are ready to assist you. Start today. Call Denise at (863) 773-4151 or Peggy at (863) 386-6205. Important Information: Investment and insurance products and services are offered through Infinex Investments, Inc., Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by FDIC or any other agency or the United States and are not deposits of or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. For more information about a particular non-deposit investment product, ask for a prospectus. Please read carefully before investing. Back to Top |