Wingert
Financial
Services
HELPING WITH OPTIONS
BALANCING SOLUTIONS
Providing the Pacific Northwest the best in group benefits and financial services
Securities offered through Investors Capital Corporation - Member FINRA SIPC 26 Meadow Lane, Cumberland Center, ME
04021 (207)829-4673
Advisory services offered through Investors Capital Advisory Services
Our Mission
To be valued by our clients as an irreplaceable resource of financial guidance and well balanced solutions.
Investments
- Employers Sponsored Retirement Plans
- IRA Rollovers
- 529 college savings
- Mutual Funds
- Fixed and Variable Annuities
- Life/LTC Insurance
- Money Market Accounts
- Oil & Gas Programs
- Limited Partnerships
- Certificates of Deposit
- IRAs - Traditional &
ROTH
- Unit Investment Trusts
- Internet Trading
- Individual Brokerage Accounts
- Investment Banking
- Mutual Fund Wrap Program
- Separately
Managed Account Program
- Representative Directed Program
- Consulting/Financial Planning
- Third Party Advisory Programs
- Tax-Advantage
Programs
- Full Service Stock and Bond Trading
We are proud to have Investors Capital Corporation on our team.
ICC is one of the nations most innovative and respected
brokerage firms. We have access to a wide variety of products and services they offer. The financial products offered through
ICC are from well-respected and financially sound companies. They are constantly monitored for their integrity and adherence
to their stated objectives.
Wingert Financial Services Incorporated is licensed as an agency in Washington State.
Jason D. Wingert is licensed as an agent/producer in WA, OR, CA(0D71592), MA, NH, TX, AZ, & MT.
Jason D WIngert is licensed to sell general securities in: WA, OR, CA, FL, GA, MA, and advisory services in GA & WA.
