INVESTMENTS & SERVICES

WIS provides a diverse range of accounting and financial services to include; Stocks, Bonds, Mortgage Backed, Government Agency, Asset Management, Retirement Accounts, Alternative Investments, Unit Investment Trusts, Cash Management and Insurance.

  • WHAT WE OFFER

    WIS diverse investoment solutions to include; Stocks, Bonds, Mortgage Backed, Government Agency, Asset Management, Retirement Accounts, Alternative Investments, Unit Investment Trusts, Cash Management and Insurance.

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  • INVESTOR INFORMATION

    Important industry links to trusted online resources to include Barron’s, Bloomberg Online and the Wall Street Journal.

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  • INVESTOR EDUCATION

    Characteristics & Risks of Standardized Options also known as the options
    disclosure document (ODD) and courtesy links to additional investor education resources.

    OVERVIEW

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CONTACT US

Reach us by phone, direct email or use our convenient online form. All inquiries are secure and confidental. We look forward to hearing from you.

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