Federal Deposit Insurance Corporation - FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Federal Deposit Insurance Corporation - FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Looking for clarity and confidence in your financial future? FVSB Financial Services, a division of FVSBank, is here to help. Led by Jim Ziebarth, a seasoned financial advisor with over 20 years of experience, we provide personalized financial guidance to community members across Oshkosh, Waupun, Fond du Lac, and the Fox Valley region.
Whether you’re planning for retirement, exploring investment options, or seeking insurance solutions, we’re here to help you make informed decisions with confidence.
We’re here to help you build a personalized roadmap toward the financial future you envision. A strong financial plan goes beyond the basics – it takes into account everything from savings and budgeting to investing, tax strategies, insurance, retirement, estate planning, and more.
Financial planning isn’t one-and-done. As your goals and circumstances change, we’ll review and adjust your plan to keep you on the right track – today – and for years ahead.
Investment planning is an important part of your overall financial plan. We are here to help you determine your risk tolerance so you can decide accordingly how much to invest in stocks, bonds, cash, and real estate.
Wherever you are in your career, retirement planning starts much sooner than actual retirement. Plan ahead so you will be able to enjoy your desired standard of living after you leave the workforce. We can help you think through the kind of retirement you want to have and how much money you’ll need to save to get there.
Not sure where to start? Contact us with any questions you may have and we’ll be in touch!
Securities and Investment Advice are offered through:
Osaic Institutions, Inc.,
Broker-Dealer-Investment Advisor
Member FINRA/SIPC
Check the background of this financial professional on FINRA’s BrokerCheck
FVSB Financial Services is a trade name of Fox Valley Savings Bank.
Osaic Institutions and Fox Valley Savings Bank are not affiliated.
Is also important that our customers understand that products and services made available through
Osaic Institutions, Inc. are:
Osaic Institutions, Inc.
538 Preston Avenue, Meriden, CT 06450