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

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

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.

PNC

Fully diversified Financial Services for your Personal, Business, Lending or Investing needs!

Bank Five Nine

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

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.

Kohler Credit Union

Building Relationships, Strengthening Communities, Fulfilling Dreams!

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.