Receive a free consultation to discuss potential investment options based upon your financial goals and time frame.
The retirement plan specialist located at West Shore Bank offers consultative services to pension administrators seeking expert advice on investing the funds in their traditional defined benefit pension plan. We’ll work with you to develop an investment strategy that delivers conservative growth while meeting your current and future payout obligations.
Cetera Investment Services is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products provided by Cetera.
For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera, nor any of its representatives may give legal or tax advice. Advisory services may only be offered by Investment Advisor Representatives in connection with an appropriate Cetera Advisory Services Agreement and disclosure brochure as provided.