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Financial Institutions & Consultants
Associated Bank100 West Wisconsin Avenue
920.722.3321
www.associatedbank.com

Providing financial solutions to businesses and individuals in the Fox Cities for over 150 years.

Chase111 East Wisconsin Avenue
920.727.3232
www.chasenow.com

Complete financial services: personal, business, mortgage, investments, trust services. 

Winnebago Community Credit Union526 South Commercial Street
920.233.9096
www.wincu.org
[email protected]

WCCU provides solutions for your financial needs. Making your dreams come true! 

 
Ameriprise Financial Services307 South Commercial Street
920.725.2569 or 920.967.0296
[email protected]

Specializes in financial planning, mutual funds, full brokerage service, insurance and retirement strategies, estate planning strategies, and saving for education.

Edward Jones, Troy Noel145 West Wisconsin Avenue (second floor)
920.720.0988
www.edwardjones.com
[email protected]

Troy believes that as an Edward Jones financial advisor, he can assist you in planning for retirement, insurance, and estates, as well as saving for college. Troy will work with you to develop specific strategies to help you achieve your goals. 

 
Investment Planners, Inc.124 West Wisconsin Avenue
920.886.1300
http://www.ipistrategies.com/
[email protected]

We are a full-service financial advising team that works at your comfort level. We’ll help you develop your financial strategy.

Legacy Private Trust CompanyTwo Neenah Center, Fifth Floor
920.967.5020
www.lptrust.com
[email protected]

“Extraordinary financial management for the journey ahead.”

North Shore Investment Advisors, LLC110 1/2 West Wisconsin Avenue
920.886.0505
North Star Asset ManagementOne Neenah Center, Suite 300
920-729-7900
www.northstarinvestments.com

Over 200 years of combined investment experience.

Sugar Maple Asset Management, LLC124 West Wisconsin Avenue, Suites 240-A and 142
920.944.5480
http://www.sugarmapleam.com

An independent Registered Investment Advisory firm offering financial planning and fee based investment management services.

Thrivent Financial307 South Commercial Street, Suite 2020
920-886-3963
www.connnect.thrivent.com/neenah-menasha-lakeside-associates/
[email protected]

Providing individuals, families and businesses with a full spectrum of financial services.

Winnebago Capital Management124 West Wisconsin Avenue, Suite 240F
920-383-1222
www.winnebagopartners.com

Venture capital.