Secure Your Financial Future

Explore your investment options with our wealth management services.

Wauchula State Financial Services offers high-quality, professional investment services with the personal attention that you expect from us. We get to know you and your dreams before pursuing your financial goals together. Then we help you secure your future by fitting our investment services to your needs.

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:

  • Retirement Planning
  • Education Planning
  • Mutual Funds
  • Tax Deferred Annuities
  • Life Insurance
  • Stocks and Bonds
  • 401(k) Rollover and IRAs
  • Long Term Care Insurance
  • Building Wealth

Our Approach:

First We Listen

Let us get to know you so we can effectively plan for your final future together. We’re here to listen.

Then We Plan. Together.

Never feel like you are on your own. We’ll be there with you step by step to create a plan that meets your financial goals.

We’ll Put It Together

Let us create a plan for you that works to help you achieve a secure financial future, whether for your family or your business.

Financial Answers Center

Wauchula State Bank’s Financial Answers Center offers the tools and information you need to plan for all of life's events. No matter what your personal or business goals may be, we are here to help.

Learn More

Newsletter

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

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Get Help

Denise Tomlinson - Financial Advisor
Clara Durrance - Licensed Administrative Assistant

Contact Us

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 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.

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