Pictured Left to Right
Derrik Wynkoop, President and CEO; Garry Michel, CFP®, AIF®; Dawn Sweed, Financial Advisor; and Jonathan Sutter, Client Services Associate.
About Walden Investment Services:
Welcome to Walden Investment Services at Walden Saving Bank*. We understand that people face unique challenges as they save for retirement. So, we take the mystery out of preparing for today’s and tomorrow’s financial needs. Whether your goal is planning for retirement, saving for college tuition or estate planning, our personalized service focuses on your financial goals and objectives. Our investment experts and wealth advisors challenge conventional investment thinking with innovative and prudent planning to preserve and expand your assets. Walden Investment Services can help you address your financial planning needs through all life's important stages. Visit the Walden Investment Services website via the link below:
*Securities and insurance products are 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. Registered location: 15 Scotts Corner Drive, Montgomery, NY 12549 845.457.8250.
NOT A DEPOSIT ~ NOT FDIC-INSURED ~ NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT GUARANTEED BY THE BANK ~ MAY GO DOWN IN VALUE
