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.

Summer break? Not for your finances. These five to-dos will help ensure you stay on track.
06/01/2026

Summer break? Not for your finances. These five to-dos will help ensure you stay on track.

Stocks moved slightly higher today. The BIG 3 indexes added to their record highs on optimism of renewed peace talks be...
06/01/2026

Stocks moved slightly higher today. The BIG 3 indexes added to their record highs on optimism of renewed peace talks between the US & Iran. President Trump noted that "Talks are continuing, at a rapid pace…"

06/01/2026

Equity futures point to a higher opening this morning as stocks look to add to their recent gains that saw the major ave...
06/01/2026

Equity futures point to a higher opening this morning as stocks look to add to their recent gains that saw the major averages close at record highs on Friday, marking the ninth consecutive winning week for the S&P 500.

Read more in the Morning Brew.

amazonaws.com

Stock Market indexes added to their record highs today as President Trump plans to make a decision on the deal with Iran...
05/29/2026

Stock Market indexes added to their record highs today as President Trump plans to make a decision on the deal with Iran soon. Meanwhile, Dell reported blowout earnings well above Wall Street expectations. The stock rose 40% as it indicated the rapid expansion of data centers amid the AI boom.

It's 529 Day! Do you need to save for your child's future?
05/29/2026

It's 529 Day! Do you need to save for your child's future?

Equity futures point to a higher opening this morning after the major averages secured a clean sweep of record closing h...
05/29/2026

Equity futures point to a higher opening this morning after the major averages secured a clean sweep of record closing highs in yesterday's action, with the S&P 500 and DJIA also notching record intraday highs.

Read more in the Morning Brew.

amazonaws.com

Record highs across the board! Stocks swung higher this afternoon after a report that the US and Iran reached a breakth...
05/28/2026

Record highs across the board! Stocks swung higher this afternoon after a report that the US and Iran reached a breakthrough for a 60-day ceasefire. Additionally, the PCE index rose 0.4% which was slightly less than expected. Strong earnings from tech companies that reported yesterday after the bell provided confidence in AI.5

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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