Important Information: Service Disruptions Starting 10/4
Important Information: All Branches Closed 11/28
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Investment Services

Woodlands Investment Services, located at Woodlands Bank now offers access to investment and insurance products and services through Osaic Institutions, Inc. We ready to assist you with all your financial and investment needs.

Meet Erik

Erik started with the Woodlands Bank team in 2019. Prior to that, he worked for 20+ years in the insurance and investment services industry servicing our local communities. Erik enjoys meeting new people and helping them find the products and services to meet their individual needs.

When not working, he enjoys spending time with his family, being outdoors, attending sporting events and participating as an official, referee or umpire for local youth and high school sports.

Check Out Erik’s investment background:

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Products & Services

Retirement Plans
Brokerage Services
Insurance Solutions
College Savings
RETIREMENT PLANNING

Let's Make a Plan

Having a flexible plan for retirement can help prepare you to reach your goals. It’s never too early or too late to start saving for retirement. With a variety of instruments available, making a plan and executing it can be hard. We can help create a plan for your specific situation.

How We Can Help

Review Your Current Situation & Develop a Strategy
Give you the Pros & Cons of Various Products
Help Put Your Plan into Action & Start Saving Now
BROKERAGE SERVICES

Put Your Money to Work

Whether you have a large sum, or just a little bit of capital. Diversifying your investments with a brokerage account can make a big impact. We make investing easier. Through our expertise and a large network of investment choices, we will help to ensure a solid investing strategy to set you up for success.

How We Can Help

Access to a Large Range of Investments Including Stocks, Options, ETFs, Annuities & More.
Develop A Strategy Based on Your Capital & Goals.
Execute Your Strategy & Monitor on a Regular Basis
INSURANCE SOLUTIONS

Prepare for the Unexpected

You want to be prepared if something unexpected happens. We can help you prepare by assisting in obtaining life insurance or long-term care insurance. We help simplify the process and make it easier.

How We Can Help

Discuss your Needs and Goals
Present you With the Best Options and Plans to Meet Your Situation
Setup Your Plan & Walk You Through The Process
GET A QUOTE

Life Insurance

How much coverage do I need? What will it cost? Buying life insurance can be overwhelming. We can help. Use the simple-to-use Easylife platform to figure out how much coverage you need and get an instant quote in minutes.

Get a Quote or See How Much Coverage You Need
COLLEGE SAVINGS

College Expenses Simplified

Higher Education is expensive. Getting a good financial foundation built early will help set your child up for success. We can assist you and creating a flexible plan to meet your goals through our expert knowledge.

How We Can Help

Access Your Objectives, Planned Financial Contributions & Return Goals
See if your Situation Qualifies for Special Tax-Advantaged Programs such as a 529 Savings Plan
Help you Start Saving Now Whether it's a 529 Plan, Custodial Account or Savings Account

Investments and insurance products and services are offered through
Osaic Institutions, Inc. Member FINRA / SIPC Located At Woodlands Bank

Woodlands Investment Services is a trade name of Woodlands Bank. Osaic Institutions and Woodlands Bank are not affiliated.

Insurance and investment products are not deposits, are not FDIC insured, are not insured by any federal government agency, have no bank guarantee & may go down in value.

Important Notice

Published 11/27/2024

All offices of Woodlands Bank will be closed on Thursday, November 28 in observance of Thanksgiving. We will be back to normal hours on November 29, 2024.

Important E-Statement Information

We would like to inform you that our e-statement customers will not receive a special paper statement on October 4, 2024. This statement will continue as an e-statement. With access to e-statements being unavailable during our upgrade weekend along with the delay of this e-statement being made available to you through Online Banking, we wanted to provide you with options available to you to receive your statement.
If you would like to receive a copy of your paper statement recapping your account activity from your last normal statement issued through Friday, October 4, 2024, please do one of the following:
On or after October 7, 2024:

  • Call us at 570.327.5263 to request a paper statement be mailed to your address.

  • Visit your local branch to request a paper statement.

System Upgrade Important Information

Published 10/4/2024

Our System Upgrade will begin today, Friday, October 4, 2024 and continue throughout the weekend. Please see below for important times.
Online and Mobile Banking will be unavailable starting at 6:00 PM today, and will be unavailable until the afternoon on Monday, October 7, 2024. Please make note of your balances and plan for your cash needs during the System Upgrade. Your debit card will continue to work normally throughout the upgrade weekend.
Mobile Check Deposit will be unavailable starting at 3:00 PM today. Checks can still be deposited by visiting your local branch until 5:00 PM today.
Bill Pay will be unavailable starting at 4:00 PM today. All bills schedule for payment prior to this will process according to when they are set to be paid.
All offices will be closing at 5:00 PM today and will be closed on Saturday, October 5, 2024.
Please visit https://woodlandsbank.com/system-upgrade/ for all updates.
We look forward to growing your experience with us!

Important Notice

Change in Branch Hours

We want to inform you that we are making some changes to our branch office hours. These changes will go into effect on January 1, 2024. Our primary reason for changing our hours is to allow our employees to have a better work-life balance. In-turn, this allows us to better retain our excellent employees which results in even higher standards of customer service that our customers know and love.

View New Hours

We understand that our new hours may affect some of our customers’ normal routines and for that we truly apologize. We recognize change like this can be hard.

  • $1000.00 daily minimum balance to earn interest & avoid a $5.00 monthly service charge.

Qualifying Requirements include:

  • At least 1 bill pay or ACH payment transaction
  • At least 12 debit card purchases

Note: Enrollment in e-Statements is required in order to open a High Interest or Cash Rewards checking account.

IRA Management

Changing jobs or retiring can be an exciting step in your life, but figuring out what to do with your retirement plan and other retirement assets can be confusing. Woodlands Bank Trust & Asset Management Services is here to assist you in making the right choice and will help you to achieve your long-term retirement goals.

Institutional Investment Management

Companies or organizations that hold funds or other assets can rely on Woodlands Bank Trust & Asset Management Services to assist them in managing their resources for long-term benefits. We will provide investment management during a period of time or into perpetuity.

Charitable Investment Management

Non-profit organizations that hold funds or other assets from charitable donations can utilize Woodlands Bank Trust & Asset Management Services to invest those funds for long-term benefits. We will provide investment management during a period of time or into perpetuity.

Executor & Estate Settlement Services

Choosing a qualified executor is essential to the timely and efficient administration of an estate. Our estate settlement services include acting as:

  • Executor
  • Agent for Executor

Estate & Financial Planning Services

The most common mistake in financial planning is not having a plan—having a strong financial and estate plan is vital to your financial health. We will work with you and your estate attorney to craft a plan for your unique needs.

Asset Management & Custodial Services

We will work with an individual to design a portfolio to fit their specific needs and objectives. Our duties will be determined by the type of account chosen.

  • Investment Management Accounts
  • Institutional Investment Accounts
  • Custody Account

Personal Trust Services

A trust permits an individual to carry out personal and financial objectives while providing protection for themselves and their family. The trust agreement sets forth the wishes of the individual, and it is the trustee’s responsibility to carry out those wishes. As a trustee, we will provide impartial advice and counseling for beneficiaries, investment management of the trust assets, continuity of management and a full accounting of all transactions. We offer:

  • Living Trusts
  • Testamentary Trusts (Trusts Under Will)
  • Life Insurance Trusts
  • Special Needs/Situations (Guardianships, Charitable)
  • Agent for Trustee

 

Treasurer's Checks

A Treasurer’s check is drawn on the bank’s own funds and signed by a bank employee. These checks are treated as guaranteed funds because the bank, rather than the purchaser, is responsible for paying the amount. They are commonly required for real estate and brokerage transactions. There is a small fee for these checks and they are only issued to bank customers.

Wire Transfers

Wire transfers help move money electronically from one person to another, domestically and internationally. This is an effective, safe way to transfer funds between banks. For a small fee, our customers can quickly send payments to others. The cutoff time is 1PM for International wires and 2PM for Domestic wires each business day.

Safe Deposit Box

A safe deposit box is located inside a bank vault and is used to store valuables. A financial institution rents out safe deposit boxes, and they can be accessed with keys. For a small annual fee you can safely store your important papers, etc. You can access your box during the bank’s normal operating hours.

Notary Services

In the United States, a Notary Public is a person appointed by a state government and whose primary role is to serve the public as an impartial witness when important documents are signed. This service is available at each office of Woodlands Bank and is only available to bank customers.