Services Offered

FVSB Financial Services/INFINEX INVESTMENTS, INC.

FVSB Financial Services is the investment, insurance and financial planning center located at Fox Valley Savings Bank. We offer access to financial planning and investment management as well as traditional brokerage and insurance services through INFINEX INVESTMENTS, INC. We have the expertise and the tools available to create custom solutions for all our client’s investment needs.

We selected the Infinex Financial Group as our broker/dealer based in part on the fact it was formed by banks, and many of its shareholders are banks that are community oriented and locally operated – just like Fox Valley Savings Bank. Products such as mutual funds, annuities and fee-base managed money programs are carefully scrutinized before being included in the investment solutions offered by INFINEX INVESTMENTS, INC.

Investment and Insurance products and services are offered through INFINEX INVESTMENTS, INC.
Member FINRA/SIPC

Located at all Fox Valley Savings Bank branches:

Fond du Lac

51 E. 1st Street
Fond Du Lac, WI 54935
(920) 923-7776

Waupun

101 S. Madison
Waupun, WI 53963
(920) 324-5528

Oshkosh

1700 W. 20th Avenue
Oshkosh, WI 54903
(920) 231-1163

Important information about procedures for opening a new account:

To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

Infinex Financial Group, 538 Preston Ave., Meriden, CT 06450

Did you know...

To contact Jim Ziebarth, Financial Advisor, click on the Learn More button to send Jim an email.