Tri City Investment Services
At Tri City Investment Services, our team of advisors believes that your core values should drive your investment program. Whether your priorities lie in planning for retirement, funding a child’s or grandchild’s education, passing your estate to your heirs or contributing to a favorite charity, we want to be certain that we understand you and your goals before designing and implementing an investment strategy. We believe that a thorough understanding of your individual needs and desires is essential to building a lasting relationship.
Our Financial Advisor Team
As you search for an investment firm, consider one whose team has extensive and excellent financial skills, knowledge and personal integrity. At Tri City Investment Services our team of Financial Advisors are:
- Concerned about your financial welfare and committed to help you reach your goals
- Effective listeners who take time to get to know you and understand your unique financial perspective
- Competent, experienced professionals who have the expertise and resources available to offer sound advice
- A complement to your legal and tax experts, bringing you comprehensive planning for long-term prosperity
Products and Services
Our Financial Advisors have access to an extensive array of products and services. Among them are:
- Financial Reviews
- Retirement Planning
- Mutual Funds
- Fixed and Variable
- Unit Investment Trusts (UITs)
- Long-term Care Insurance
- Education Planning
- Life Insurance
Our clients also come to us for expert advice on handling their qualified funds such as Traditional and Roth IRAs, SEP and SIMPLE IRAs, as well as advice on 401(k) and other qualified plan rollovers. In addition, Tri City Investment Services Financial Advisors provide completely independent and unbiased investment advice.
Taking the Next Step
The first step, getting started, and the last step, taking action, may both be the most difficult. Each requires a commitment of resources – time, energy and focus. The rewards are well worth the investment. Call us now. After meeting with our Financial Advisors you will have confidence knowing that we are pointing you in the right financial direction.
Oak Creek Tri City National Bank
6400 S. 27th St.
Oak Creek, WI 53154
Racine Tri City National Bank
2704 Lathrop Ave.
Racine, WI 53405
Check the background of this firm on FINRA's BrokerCheck.
Investment services are also available at all Tri City National Bank locations by appointment.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Insurance offered through many highly rated companies. Greg Britsch and Brian Jansen Registered Representatives. Advisory Services offered through Securities America Advisors, Inc. Brian Jansen, Financial Advisor. Tri City Investment Services and Securities America are separate entities. Securities offered through Securities America Inc., member FINRA/SIPC.
Not FDIC Insured | No Bank Guarantees | May Lose Value Not a Deposit | Not Insured by any Federal Agency