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Investments and Services

Investments and services available include:

Annuities
Asset Allocation
Asset Management Services
Banking Services
Cash Management
Certificates of Deposit
Closed-End Funds
College Planning
Convertible Bonds
Corporate Bonds
Corporate Client Services Custodial Services Discount Brokerage
Education Funding
Estate Planning
Fee-Based Accounts
Financial Planning
Government Securities
Home Equity Loans and Mortgages
Insurance
Investment Banking
IRAs and 401(k)s

Long-Term Care Planning
Margin Accounts
Merchant Banking
Money Market Funds
Mortgage-Backed Securities
Municipal Bonds
Mutual Funds
New Issues
Options
Pension and Profit Sharing Plans
Portfolio Reviews
Preferred Stocks
Research Reports
Restricted Securities
Retirement Planning Stock Analysis
Stocks – Common & Preferred
Tax Planning
Trust Services
Unit Investment Trusts Variable Life Insurance

Investment Philosophy

     The overwhelming majority of people cannot explain why they own the investments that they have or even accurately define their tolerance for risk. This causes people to invest in an ad hoc random fashion, without rhyme or reason. The result is less than desirable investment returns. Worse yet, many people continue to place their assets into guaranteed investments because of a lack of trust or understanding. Most often this will lead to financial failure. Our goal is to help you understand the three keys to successful investing, which are diversification, defining risk tolerance, and determining the appropriate asset allocation.  

Securities offered through & supervised by

Wilbanks Securities

Member FINRA SIPC
4334 NW Expressway, Suite 222
Oklahoma City, OK 73116 •
888-842-0202

Financial Industry Regulatory Authority
Securities Investor Protection Corporation

Email: info@bwbins.com
204 St. Francis Street • Kennett, MO 63857
Phone: 573-888-4677 • Fax: 573-888-0305
Toll Free: 800-455-4677

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