Investment Services
At Wells River Financial Services we make a serious investment in each and every client. We can provide you with convenient services to assist you with your financial goals.
John Trombetta, a trusted Financial Advisor at Wells River Financial Services and a registered representative of Osaic Institutions, Inc., is available to help guide you to a solid and secure financial future.
John specializes in helping clients achieve and maintain a desired balance of investment income and growth based on a custom tailored investment strategy. John strives to simplify the complicated world of investments and help clients achieve their financial goals.
John Trombetta
Financial Advisor, Osaic Institutions, Inc.
47 Main St. North
Wells River, VT 05081
802-757-7997
john.trombetta@osaicinstitutions.com
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A full range of financial products and services are available including:
- Individual Retirement Accounts (IRAs)
- Roth IRAs
- 401(k)s
- Rollovers
- Transfers
- Tax Exempt & Tax Deferred Strategies*
- Fixed Annuities
- Variable Annuities
- Indexed Annuities
- Immediate Annuities
- Life Insurance
- Mutual Funds
- Stocks & Bonds
- College Planning
* We do not provide tax advice. Please consult your tax advisor.
Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Wells River Financial Services is a trade name of the bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are:
Not a deposit | Not insured by any government agency
Not FDIC insured | Not guaranteed by the bank | May lose value including loss of principal