WaterStone Bank adds investment services

Wauwatosa-based WaterStone Bank has added investment services to its banking offerings with a new division.

WaterStone Investment Services will offer customers assistance in managing investment dollars, with guidance on investment risk tolerance and long-term goals. The division will offer products and services including advisory services, stocks, bonds, mutual funds, annuities, life insurance, financial planning and other non-FDIC insured financial solutions from LPL Financial.

Bill Taylor, a seasoned financial advisor, has been added as the first employee of the new division. Taylor has nearly a decade of financial advisory experience, most recently at the investment center at FirstMerit Bank. He also previously worked at Wells Fargo Advantage Funds.

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“WSB is always looking to improve the experience of our customers in ways that benefit both the customers and the bank,” said Doug Gordon, president and chief executive officer of WaterStone Bank. “This is an exciting opportunity for us to be able to offer a more robust financial suite of products and strengthen the relationships with our customers.”

WaterStone Bank has branches in Wauwatosa, Brookfield, Franklin, Germantown, Oak Creek, Oconomowoc, Pewaukee, Waukesha and West Allis. It also has a commercial lending branch in Minneapolis.

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