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Investment Services

Managing your wealth

Everyone has a game plan of where they want to be in 10, 20, 30 years and beyond. Some want to retire young, some are preparing for special events for their kids, like college and weddings, and some want a nest egg to be able to travel when they retire. The key is finding the right relationship that will advise you based on your specific plan.

Investment services to build your portfolio 

Providence Wealth Advisors, LLC, a Providence Bank & Trust company, offers diverse investment products and services while providing an exceptional client experience. Providence Wealth Advisors assesses and adapts to support each client’s unique financial strategy.

To learn more about investment services provided through Providence Wealth Advisors, LLC visit www.providencewealth.com.


Important Disclaimer Information: 

Providence Wealth Advisors, LLC (“PWA”) is a wholly owned affiliate of Providence Bank & Trust (“PB&T”). The investment products and services offered by PWA are independent of the products and services offered by PB&T and are not FDIC insured, may lose value, are not bank guaranteed and are not insured by any federal or state government agency. Investment products and services are offered by appropriately licensed investment advisor representatives, subject to the general oversight and authority of PWA.