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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.
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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"*" indicates required fields
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.
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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