Your Financial Ally
What's your definition of a successful financial future? Whether saving for an early retirement or launching a new business, building a dream home or funding a child's education — you want to achieve your goals. Winona National Investment Services makes it easier with an unwavering commitment to your financial success and a comprehensive offering of products and services.
Your Financial Institution
Winona National Investment Services, Winona National Bank, and your financial professional work as a team to provide you with comprehensive and convenient service — all conveniently located within the bank. It's a unique synergy that supports you with the financial strength of Cetera Investment Services LLC, a prominent national investment and insurance firm teamed with the comfort and security of a familiar face — someone you already know and trust.
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Your Financial Professional
Take control of your future with personalized financial recommendations that make it easier to pursue your lifetime goals. We listen to you; and your financial professional is highly qualified to provide the tools and techniques necessary to help make your goals a reality.
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Who We Are
Cetera Investment Services LLC is a registered Broker-Dealer, Registered Investment Adviser, and Licensed Insurance Agency. Cetera Investment Services LLC is a self clearing broker-dealer serving the clients of over 500 financial institutions nationwide. Utilizing Cetera, Winona National Investment Services delivers innovative investment and insurance solutions, comprehensive support, and a flexible program structure, all at Winona National Bank.
The benefits of working with a Winona National Investment Services financial professional are plentiful. In addition to the insights and recommendations of a financial professional, you also gain access to an expansive assortment of investment and insurance solutions that can be customized to fit your needs. Knowledgeable financial professionals utilize the latest technology and resources to support the entire process – making it easier to pursue your financial goals.
Superior Products
- Fixed and variable annuities
- Mutual funds
- Life insurance
- Stocks and bonds
- Tax-advantaged investments
- Long-term care investments
- IRAs
- Employer-sponsored retirement plans
- Unit Investment Trusts
Innovative Solutions
- Cash management
- Financial consultations
- Wealth management
- Education funding
- Business owner solutions
- Insurance solutions
- Estate guidance*
- Asset allocation
Comprehensive Support Services
- Quality and timely customer service
- Consolidated account statements
- Convenient order execution
- Quick confirmation reports
- Automated funds transfer between accounts
- Dividend reinvestment
- Check-writing services on money market accounts
- Cash dividend option
Our Expertise Helps You
- Invest for a comfortable retirement
- Protect your family's future with life insurance
- Understand your financial goals and priorities
- Review your financial portfolio
- Utilize diversification and asset allocation techniques
- Provide for college expenses
- Minimize taxes through tax-advantaged investing*
- Fulfill your business needs
- Maintain your independence with long-term care insurance
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