WBR Investment Services, LLC

WBR Investment Services, LLC Founded in February 2006. Relaxed, confident financial decision making? Yes, it is possible.

Although we have small town values, where a handshake is your word and you do what you say you are going to do, we are a full services, independent advisory firm. Brad started WBR Investment Services, LLC in February 2006 as a low-pressure, highly client focused company that creates individualized wealth management plans for our clients. Our mission is the same today as it was back then:

To impr

ove the quality of life for our clients and their families, as well as the communities we serve. We don't believe in pushing products or plans; we listen to our clients, identify their goals, provide financial advice and work hard to help them achieve their financial goals. We provide our clients with a casual atmosphere, where they can be relaxed and confident about their relationship with us and their financial decisions.

Remember the Normandy landings on D-Day. It proved to be a critical turning point to ending WWII in Europe.
06/06/2026

Remember the Normandy landings on D-Day. It proved to be a critical turning point to ending WWII in Europe.

To help create an effective retirement income plan, you should know these six things about Social Security survivor bene...
06/05/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

Stocks took a plunge today after the May Jobs Report blew away expectations. The report fueled worries of a rate hike fr...
06/05/2026

Stocks took a plunge today after the May Jobs Report blew away expectations. The report fueled worries of a rate hike from the Federal Reserve. In turn, Tech stocks sold off sharply, especially chip makers.

06/05/2026

Headlines are relatively quiet this morning, including on the geopolitical front. Crude oil is little changed, and repor...
06/05/2026

Headlines are relatively quiet this morning, including on the geopolitical front. Crude oil is little changed, and reports continue to indicate limited negotiation progress between the U.S. and Iran.

Read more in the Morning Brew.

amazonaws.com

Most of us had summer jobs, and after-school jobs. They seem to be dwindling away. Why fewer teens are working summer j...
06/04/2026

Most of us had summer jobs, and after-school jobs. They seem to be dwindling away. Why fewer teens are working summer jobs.

cbsnews.com

Stocks were mostly up today. Nasdaq suffered early losses but came back to finish just slightly lower. Dow Jones returne...
06/04/2026

Stocks were mostly up today. Nasdaq suffered early losses but came back to finish just slightly lower. Dow Jones returned to a new record high. The market gained despite escalation in the Middle East.

The information technology sector lagged yesterday, with weakness across software names and a poor showing from mega-cap...
06/04/2026

The information technology sector lagged yesterday, with weakness across software names and a poor showing from mega-cap stocks.

Equity futures point to a lower opening this morning.

Read more in the Morning Brew.

amazonaws.com

The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been...
06/04/2026

The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been a handful of 8+ consecutive weekly gains.

Read more in the Weekly Market Guide.

amazonaws.com

Address

4917 Poplar Springs Drive
Meridian, MS
39305

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 3pm

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