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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. Full-time financial consultant, Erik Steinbacher, is ready to assist you with all your financial and investment needs.

Erik Steinbacher

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.

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Get in Touch with Erik

Make an appointment to see how Erik can help you achieve your financial goals

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Products & Services

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.

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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

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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.