Wealth Management

When it comes to your family or business, mindful decisions will need to be made to ensure a secured financial future.

To make these decisions wisely, you need to understand all the financial options available to you.

Financial Answers Center
Whether your saving for college or saving for retirement, our Financial Answers Center offers the tools and information you need to plan for all of life's events.


Current Newsletter
Our monthly financial newsletter offers insight and information on trending financial topics.

Achieve Your Goals!

Tap our experience to answer your questions and help with your financial needs. No matter what your personal or business goals may be, we are here to help.

Denise Tomlinson

Financial Adviser


Extensive experience and knowledge with financial planning and needs assessment. Over 35 years experience in the financial services industry with 20 of those as a Registered Representative/Registered Investment Adviser Representative.

To view your NetXInvestor account Click Here

Hardee County

106 East Main Street
Wauchula, FL 33873
(863) 773-4676
FAX (863) 773-4602

Sebring - Fairmount

3900 US Highway 27 N
Sebring, FL 33870
(863) 386-6205
FAX (863) 773-4602

Sebring - Lake Jackson

1385 US Highway 27 S
Sebring, FL 33870
(863) 386-6205
FAX (863) 773-4602

Lake Placid - Downtown

102 East Interlake Blvd
Lake Placid, FL 33862
(863) 386-6205
FAX (863) 773-4602

Important Information:

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC., Member FINRA / SIPC . Wauchula State Financial Services is a trade name of the bank. Infinex is not affiliated with either entity. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits of or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.