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Commerce State Bank
Nothing is more important than your money. We get that. Put an unbeatable relationship with Commerce State Bank to work for you.
In 2005, we started Commerce State Bank for you – a local bank that would be approachable, speak clearly and earn relationships. Our new approach would be unbeatable for SE Wisconsin.
You have responded and we’ve grown and expanded into a new West Bend location and a second location in Cedarburg. We primarily serve Washington and Ozaukee Counties but deliver relationships with unbeatable service wherever you are.
Spectrum Investment Advisors
Spectrum Investment Advisors a registered Investment Advisor specializing in assisting plan sponsors monitor and evaluate investments in retirement plans, wealth management for families/individuals.
Kohler Credit Union
Building Relationships, Strengthening Communities, Fulfilling Dreams!
Port Washington State Bank-Mequon Branch
Yesterday, Today, Tomorrow... Since 1899. That is the hallmark of our 5 generation family owned and operated financial institution. Visit us at one of our 8 full service locations or at www.pwsb.bank.
Baird
Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values remain central to our ability to earn quality client partnerships.
Port Washington State Bank
Yesterday, Today, Tomorrow... Since 1899. That is the hallmark of our 5 generation family owned and operated financial institution. Visit us at one of our 8 full service locations or at www.pwsb.bank
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PNC
Fully diversified Financial Services for your Personal, Business, Lending or Investing needs!
Wealth Partners Financial Services
WE ARE WEALTH PARTNERS
And we're not just a different kind of financial company.
We're a financial company that is making a difference.
CLA
CLA exists to create opportunities for our clients, our people, and our communities through our industry-focused advisory, outsourcing, audit, tax, and consulting services. CLAconnect.com
BMO Harris Bank - Mequon
Full service banking - Mortgages - Investments.
Gentian Financial
Personal Financial Planning
U.S. Bank - Mequon
Serving Mequon-Thiensville since 1967.
O'Connor Wealth Management, Inc.
We specialize in helping our clients achieve the retirement of their dreams and we can help you do the same, through guidance and an investment strategy designed to meet your needs.
Cornerstone Community Bank
Community bank serving the needs of small businesses with locations in Grafton and Menomonee Falls. Everything we do at Cornerstone is built around you! BankWithCornerstone.com
Johnson Bank
A locally owned bank offering comprehensive financial services for individuals and small business.
Richmond Investment Services LLC
We offer independent investment advice. We specialize in working with multi-generational family wealth and family owned businesses. LPL Financial, Member FINRA/SIPC
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Renewing Members