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Financial Planning

Are you planning for retirement?  Concerned about the future transition of your estate to your heirs?  Our experienced individuals will take the time to get to know you and understand the needs of your family or business.  

 

David Whetsell

David E. Whetsell

Assistant Vice President/Financial Consultant

42621 Route 6, PO Box 217

Wyalusing, PA 18853

570-746-8765

dwhetsell@psbankwealth.com


  Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. PS Bank and PS Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PS Wealth Management, and may also be employees of PS Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PS Bank or PS Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, NJ, NY, NC, OR, PA, SC, VA, MD.