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Investment Programs


Every investor is different. That is why we offer a variety of ways to invest with us. Your advisor will work with you to determine the right suit of investment programs for you.

Education Savings


We offer a variety of plans that help you save for your child’s education.

Talk to an advisor today and get started on your short- and long-term financial plans. Your WS Financial advisor is ready to help by meeting with you one-on-one, face-to-face at our office.


Call us today 987.654.3210 or email us at to book an appointment.

Everyday Cash Management


Wisely handling everyday finances can play an important role in achieving your goals, and we can help with that, too.

Solutions & Services


Learn about the tools we can offer to help you meet your financial goals.



Insurance can be an affordable way to protect your assets from the burden of unexpected circumstances.



We believe a long-term, diversified investment strategy is a much more solid way to invest. We only offer the highest quality products, including stocks, bonds, mutual funds and annuities.



Whether you are an individual investor or a business owner with employees, WS Financials has different retirement plans to choose from.

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