Helping to build wealth for your future, family and/or business. Developing a strong portfolio of stocks, bonds and other investment products is one of the best ways to help build your wealth, enjoy a secure retirement, create an estate of assets to pass on to your children, and build and preserve business assets. Finding a reliable investment advisor can help you make smart decisions on a wide range of products based upon your specific needs and goals.
A name you can trust
At W5 Investment Services, our advisors are aligned with Raymond James Financial Services, one of the nation’s largest and most respected investment management firms, to bring our customers their depth of experience and insight. This allows us to offer a full range of investment products, services and expertise for you or your business.
A road map you can follow
Our experienced financial advisors will examine your current financial picture, listen to your goals and provide unbiased advice. We will develop a financial plan that will serve as a “road map” to your future financial objectives. And as your needs evolve, we can change and manage your financial plan accordingly.
We offer the following services:
- Estate planning
- Investment planning
- Education planning
- Retirement planning
- Insurance planning
- Business succession planning
To schedule your free, no-obligation investment consultation, or for more information, please contact Michael Carnevale, Branch Manager/Financial Advisor, at firstname.lastname@example.org, or call 800-657-9126. 400 Southbridge Street, Auburn, MA 01501.
Check the background of this investment professional on FINRA’s BrokerCheck.
Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, are not insured by the bank insurance, FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by Webster Five Cents Savings bank, and are subject to risks, including the possible loss of principal. Webster Five Cents Savings Bank and W5 Investment Services are not registered brokers/dealers and are independent of Raymond James Financial Services. Please click here to view Raymond James Corporate Privacy Notice. Raymond James financial advisers may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Investing involves risk and investors may incur a profit or a loss. Branch 51V: 400 Southbridge Street, Auburn, MA 01501, 800-657-9126.