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Smith Barney Bank Referral Program

 

Valley Savings Bank Wealth Management

 

At Valley Savings Bank, we are always looking for ways of broadening the scope of services we offer our customers. In that light, we are pleased to offer Smith Barney’s Bank Referral Program at Valley Savings Bank. Smith Barney offers a full line of financial and investment services to our bank customers. Call and make an appointment to meet The Wernig Wernig O'Connor Group of Smith Barney and ask about their no-cost, no-obligation, initial consultation. 

The Wernig Wernig O’Connor Group provides investment and financial planning advice for individual investors and small business owners regarding their company-sponsored retirement plans. With Smith Barney's state-of-the-art technology, The WWO Group offers advice and solutions for your educational, estate, financial and retirement planning needs by creating a personalized investment policy statement to meet your specific risk tolerance and investment objectives.  Let them introduce you to Smith Barney's extensive research and investment opportunities including annuities, insurance, stocks, bonds, mutual funds, unit investment trusts and money managers.

Click here to visit The Wernig Wernig O'Connor Group of Smith Barney, your connection to Valley Savings Bank Wealth Management.

Investments made through the Smith Barney are not FDIC-insured, nor are they deposits or other obligations of the bank or guaranteed by any bank or savings institution. All investments involve risks, including the possible loss of the principal invested. Smith Barney is an independent broker/dealer not affiliated with Valley Savings Bank.

Smith Barney is a division and service mark of Citigroup Global Markets Inc. Member SIPC
 

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