Financial Services
During October 2003, we introduced a new investment service, Wakulla Financial Services. This service enables you to select from a wide range of investment opportunities. Whether you are looking for a monthly income to reduce the impact of taxes, planning for retirement, saving for college or starting your own business, Wakulla Financial Services can help. Wakulla Financial Services provides access to:
- Corporate & Municipal Bonds, Mutual Funds
- IRAs, SEPS, Pension and Profit Sharing Plans
- Term Life, Whole Life, Universal Life, Variable Life, Annuities (Fixed and Variable) and Long-Term Health Care Insurance
Investments and insurance products are offered through Infinex Investments, Inc. Member FINRA/SIPC, an independent registered securities broker/dealer. Infinex is not affiliated with the depository institution or any service corporation of the depository institution in which Infinex offices are located.
Products and services offered through Infinex Investments, Inc. are:
- not a deposit
- not FDIC insured
- not insured by any federal government agency
- not guaranteed by the bank
- may go down in value
For more information about a particular mutual fund, contact an Investment Executive and ask about a prospectus.
