Choosing WSB Financial Services

MISSION STATEMENT

At Wahoo State Bank Financial Services (securities offered through Sorrento Pacific Financial, LLC) our goal is to help individuals and families develop a personalized long-term investment plan that will enable them to reach their financial goals.

We do this by:
-Sitting down and visiting with our client to determine their goals.
-Developing an investment plan through the selection of investment products appropriate for your goals and risk tolerance.
-Reviewing your current investments to make sure they are suitable for your plan.
-Implementing the plan through the investment into the products selected.
-Monitoring and reviewing the plan on an ongoing basis to make sure that it is still appropriate for you.

At Wahoo State Bank Financial Services we are committed to providing sound financial planning and investment services in the convenience of your bank.  We stand ready to help you identify your financial goals.

Click here for Investment Information.

http://www.sipc.com/

http://www.finra.com/

WAHOO STATE BANK WELCOMES
BRANDON MANN.

Brandon Mann is a Registered Investment Advisor with over five years of experience.  He currently holds a Series 7, 63, and 65 securities registration, and a Nebraska Life Insurance license.

Investment products offered through Sorrento Pacific Financial, LLC, a registered broker-dealer and FINRA member firm, and Insurance products offered through ICBA Insurance Services Inc., not affiliated with Wahoo State Bank. Not FDIC Insured. Not guaranteed by Wahoo State Bank. May go down in value. Not a deposit. Not insured by any Federal Agency.
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Wahoo State Bank
164 East 5th
Wahoo, NE 68066

Main:(402) 443-3207 Fax:(402) 443-5214