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Investment Services


Pictured Left to Right 
Derrik Wynkoop, President and CEO; Garry Michel, CFP®, AIF®; Dawn Sweed, Financial Advisor; and Jonathan Sutter, Client Services Assosiate.


Welcome to Walden Investment Services at Walden Saving Bank*. We understand that people face unique challenges as they prepare for retirement. So, we take the mystery out of preparing for today’s and tomorrow’s financial needs. Whether your goal is preparing for retirement, saving for college tuition or estate planning, our personalized service focuses on your financial goals and objectives.Our investment experts challenge conventional investment thinking with innovative and prudent planning to preserve and expand your assets. Walden Investment Services can help you address your financial needs through all life's important stages. Visit the Walden Investment Services website via the link below:

walden investment services



*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.

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