Comprehensive Wealth Management
At Belinda Petshow Investment Services, we pride ourselves on serving as an inclusive resource for your widespread financial needs. We use our variety of services to address your questions and develop a plan you understand. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with the people and causes most important to you.
As a member of Wauna Credit Union, you have access to my services through Wauna Investment Services. Managing your money and getting the right combination of income and growth at various times in your life is important work. Our team spends a great deal of time doing research, monitoring, analyzing, and rebalancing the client portfolios that we manage personally. We will partner with you to help you sustain and grow long-term wealth consistent with your goals and aspirations, taking into account other financial needs and your comfort with market risks.
Financial Advocates serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. They provide client care, compliance, marketing, and business succession support to their partnered advisors. Financial Advocates’ experienced and diverse staff is able to effectively assist advisors in several key areas, removing the obstacles advisors encounter when managing an independent practice.
For more information about Financial Advocates, visit www.financialadvocates.com.
LPL Financial is the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
For more information about LPL Financial, visit www.lpl.com.
Wauna Investment Services, Financial Advocates, and LPL Financial are all separate entities.