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Bank of Wisconsin will never ask you for your credit or debit card information, your online banking credentials or ACH information. If you believe you have given out any account information, contact your banker immediately, call us at 715.449.2556 or stop by our branches in Birnamwood, Hatley, Wittenberg and Antigo.

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Investments & Financial Planning

Enjoy today, looking at tomorrow

At Bank of Wisconsin’s partner organization, Sun Prairie Financial Services, we’ll help you create a personalized financial strategy that is focused on the future while giving you your best life today. Our bank customers have found our financial planning services to be so important to their complete wealth management strategy. Talk to us today to find out how we can help you.

Personalized attention is key to our ability to build a comprehensive and cohesive financial plan to make your goals a reality. Our investment advisor representative specializes in helping clients with a range of financial and investment needs, such as: 

  • A financial analysis
  • Retirement planning
  • Social Security planning
  • College funding strategies for children or grandchildren
  • Stocks and bonds
  • Mutual funds
  • Investment advisory accounts
  • Brokerage service
  • Life insurance
  • Disability income insurance
  • Long-term care insurance (both traditional and hybrid)
  • Medicare supplement
  • Wealth transfer or charitable gifting

Sun Prairie Financial Services is in Bank of Wisconsin’s Wealth Management office.

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