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The experienced financial professionals at Investment Services can help you enjoy a comfortable lifestyle today while planning for a financially secure future.

Whether your goal is asset growth, income protection, capital preservation or a combination of these, we have investment options to fit your needs.


  • Pre-retirement asset accumulation plans
  • Post-retirement asset management plans
  • College planning
  • Retirement plans — IRAs, Roth IRAs, 401(k), profit sharing, SIMPLE Plans, Solo 401(k)s
  • Portfolio analysis and management
  • Tax reduction strategies
  • Assistance with financial consulting, goal setting, employee retirement plans, investment resources, and key person or split dollar life insurance for small, medium and large businesses


  • CDs and treasuries
  • Mutual funds
  • Stocks and bonds
  • 529 College Savings Plans
  • Education IRAs
  • Fixed and variable annuities
  • Unit investment trusts (UITs)
  • Real estate investment trusts (REITs)

Estate Planning

  • Gifting and Charitable Planning
  • Trust Funding
  • Insurance: Disability, Long Term Care, Traditional and Universal Life Insurance
  • Wealth Transfer
  • Survivorship Life Insurance for Estate Taxes

Investment Services Notice

Investments are offered through Investment Services, an independent, registered broker/dealer, member FINRA/SIPC. Telephone number: 920-906-9175. Investment advisory services are offered through Investment Services. Investment Services are not affiliated with any bank. Investment Services and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation.

Investments and investment advisory services are:

  • NOT FDIC insured
  • NOT bank deposits
  • NOT bank guaranteed
  • NOT insured by any government agency
  • May lose value

Investment Services Notice

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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