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Why Choose WIS?

When it comes to your finances and your future, you should work with people who actively listen to you, and who have the knowledge to transform your goals into reality. Work with experienced professionals who put your interests first, and who are interested in your success.

Here at Westfield Investment Services, our licensed Investment Advisor Representatives have decades of experience in the banking, financial services, and retirement planning fields. We’ve helped scores of people achieve their financial objectives, and we’d love the opportunity to help you.

We don’t sell proprietary products, so our only interest is yours. And we offer an array of products and services designed to fit your needs at every stage of your life, from saving for education to growing your business, planning for a comfortable, productive retirement, and leaving a lasting legacy.

A strong benefit of working with us is that we’re local. You can talk with us person-to-person. And we know some of your unique challenges and opportunities because we live and work in the same communities as you.

Meet Our Team