Wealth Management
Banking for Wealth
You have plans for the future, but no matter what they are you’re going to need the funds to make them happen. At Oostburg State Bank, we have a number of financial solutions to help you grow your nest egg, combined with the friendly, local customer service you deserve.
While we offer a number of wealth management solutions, including Money Market and Premium Investment Savings Accounts, Individual Retirement Accounts and Certificates of Deposit, we understand that sometimes that isn’t enough. Through our partnership with Oostburg Financial Services, you’ll be connected to some of the top local financial advisors who will provide you with the information you need to establish long-term goals, plan and invest for a stronger financial future.
Oostburg State Bank Wealth Solutions
Oostburg Financial Services
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs.
The products and services offered through Oostburg Financial Services are not products of Oostburg State Bank, are not insured by the FDIC, are not guaranteed by the bank, and may lose principal.
Oostburg Financial Services provides:
- Comprehensive financial analysis
- Retirement planning
- Investment planning & management
- Full brokerage services
- Life insurance evaluation
- Company sponsored retirement plans
- Planning for future college costs
- Estate planning
- Ongoing review and service
