Financial

The Sullivan Group, LLP
Address: 2065 S. Washburn, Oshkosh, WI
54904
Business Genre:
Business Contact Email: amy@thesullivangroupllp.com
About:

The Sullivan Group, LLP offers full service accounting and tax consulting.  We have staff that are Certified QuickBooks® ProAdvisors and have extensive expertise in QuickBooks® accounting software training.  Our niche is in the area of privately-owned businesses.  Many of our clients are members of the same family.  They like the fact that we are highly experienced with the kinds of tax and accounting issues they encounter in their companies every day.  We offer a high level of prompt, personal, professional service.  Honesty, integrity and confidentiality are extremely important to us.  We’re in practice to help individuals and businesses achieve their goals, solve problems, and identify business opportunities.  Bankers, financial planners, and attorneys have all said that they enjoy working with Carol and Amy because they are professional, intelligent and take excellent care of their clients.

Phone Number: 920-303-2000
Associated Bank
Address: 444 N Sawyer St, Oshkosh, WI
54902
Business Contact Email: Rich.Christensen@associatedbank.com
About:

At Associated Banc-Corp, we’re proud of our long and rich tradition of providing superior financial services to our communities, combined with exceptional customer service. Personal service is our guiding principle, from providing products that meet and exceed individual customer needs, to doing the “little things” that make your experience with Associated a special one.

Phone Number: 920-236-8122
Bank First
Address: 101 City Center, Oshkosh, WI
54901
Business Contact Email: jluker@bankfirstwi.bank
About:

Bank First is headquartered in Manitowoc, Wisconsin. Through a combination of acquisitions and de novo offices, the bank has expanded to serve the community banking needs of those throughout Wisconsin. Our growth has been achieved through our relationship-based model of banking. We take pride in knowing our customers on a personal level and working together to create value for themselves, their families, and the communities in which we live.

Phone Number: 920-380-2867
Old National Bank
Address: 420 S Koeller St, Oshkosh, WI
54902
Business Contact Email: scott.waterwroth@oldnational.com
About:

September 2016 concluded Old National Bank’s acquisition of Anchor Bank. Your Bank. For Life. is more than a slogan at Old National. It’s our promise to provide the products, services and expertise that help you manage your financial needs through each stage of life. To fulfill that promise, Old National associates are trained to follow the LIFE Client Interaction Model when serving clients. That starts by listening to you and identifying options tailored to your goals. As we fulfill your needs with the best solutions, we strive to earn your trust and exceed your expectations every way we can.

Phone Number: 920-891-7293
U.S. Bank
Address: 111 N Main Street
54901
Business Contact Email: amanda.sobczak@usbank.com
About:

Amanda Joy Sobczak, Mortgage Loan Officer

NMLS ID # 1189960

Equal Housing Lender.  Member FDIC

Phone Number: 920-424-4261
Nicolet National Bank
Address: 550 S Green Bay Rd, Neenah, WI
54956
Business Contact Email: kpeterson02@nicoletbank.com
About:

Nicolet National Bank opened in November of 2000 as Green Bay’s newest community bank. Nicolet Bank is dedicated to fostering the continued growth of Green Bay and the surrounding communities through a diverse array of products and services. Our team of experienced commercial bankers, retail bankers and financial advisors is committed to understanding the financial needs of you and your business. By offering competitive solutions in commercial lending, retail banking and wealth management, Nicolet is devoted to helping businesses and individuals achieve their financial goals.
Nicolet National Bank distinguishes itself by providing unmatched customer service. We offer local, knowledgeable decision-making designed to create long-lasting relationships within the community. From multi-million dollar commercial loans, to small personal loans, Nicolet National can deliver a customized solution to suit your needs. Our team understands that the success of Nicolet National Bank depends upon the success of our clients.
We welcome you to visit any of our office locations. To contact Nicolet National Bank, please call our toll free number (800) 369-0226 or email us. We look forward to working with you.
Robert B. Atwell Chairman & CEO, Nicolet Bankshares, Inc.
Michael E. Daniels President and CEO, Nicolet National Bank 

Phone Number: 920-729-6918
Capital One Bank N/A
Address: N2619 North Rd, Hortonville, WI
54944
Business Contact Email: alex.behlmer@capitalone.com
About:

Capital One can help you find the right credit cards; checking or savings accounts; auto loans; and other banking services for you or your business.

Phone Number: 920-460-8993
Evans Title Companies- First American Title
Address: 330 W College Ave, Appleton, WI
54911
Business Genre:
Business Contact Email: jthomson@firstam.com
About:

First American Title Insurance Company provides comprehensive title insurance protection and professional closing/settlement services that produce clear property titles and enable the efficient transfer of real estate.

Phone Number: 920-225-7957
Assurance Title Services
Address: 901 Witzel Ave, Oshkosh, WI
54902
Business Genre:
Business Contact Email: steph@assurance-title.com
About:

At Assurance Title:

We pledge to attentively guide you through your real estate transaction.
We guarantee thorough and timely title and escrow services.
We are confident that your title experience will be pleasant.

Assurance Title is a full-service title company serving the Fox Valley community since 1984. From the beginning, we have been committed to professionalism and delivering quality products and services. We have continued to educate ourselves and make necessary changes as our industry evolves. Whatever your title needs may be, (title insurance, letter reports, real-estate closing services or new construction escrow services), we’ll work closely with you to ensure that all the i’s are dotted and t’s are crossed.

Phone Number: 920-235-0017
Verve
Address: 2900 Universal St, Oshkosh, WI
54904
Business Contact Email: mbutts@verveacu.com
About:

Verve, a Credit Union, is a member-owned, not-for-profit financial cooperative. It is guided by seven Cooperative Principles that helped form the basis for credit unions and other cooperatives back in the 1800s. To this day, these principles continue to form the foundation on which Verve provides benefits to its members. They also provide the standard against which the credit union is operated. Membership is available to those who live, work or worship within our membership area, or to those who are immediate family members of an existing member. You can begin banking with us by simply depositing as little as $5 into an account today. Just fill out the form on www.verveacu.com/join, and we’ll take it from there.

Phone Number: 920-230-3029
Horicon Bank
Address: 2251 Omro Rd, Oshkosh, WI
54904
Business Contact Email: traceym@horiconbank.com
About:

Horicon Bank conveniently serves you in fourteen locations: Appleton, Beaver Dam, Beaver Dam Rechek’s In-Store, Beaver Dam Piggly Wiggly In-Store, Fond du Lac, Green Lake, Horicon, Iron Ridge, Mayville In-Store, Neosho, Oshkosh, Ripon, Ripon In-Store and West Bend. We are committed to providing quality customer service as we support the sound and productive growth of local businesses, and strive to meet the financial needs of our customers in our bank market areas. “We enjoy working together to make lives better and more secure.”  That is Our Vision, which has led us to continuously improve our working process to better serve you, our customer. We look forward to the opportunity of working with you to make your life better and more secure. Thank you for considering Horicon Bank – The Natural Choice.  We appreciate your business!

-Frederick F. Schwertfeger, President

Phone Number: 920-232-7420
SBG Finanical
Address: 805 N. Main St, Oshkosh WI
54901
Business Genre: ,
Business Contact Email: nick@sbgfinancial.com
About:

We understand how valuable your time is. Thank you for spending some of it with us today! SBG Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you. SBG Financial is a full-service financial services and insurance practice headquartered in Oshkosh, Wisconsin, and an additional satellite location in Brillion, Wisconsin, working with Woodbury Financial Services, Inc. [member FINRA / SIPC]. We primarily focus on assisting individuals and small businesses with retirement income planning, as well as advising in beneficial products that may help further protect ones finances. The group was founded in 2010 by owners Bret Schaefer and Nick Behnke.

Phone Number: 920-233-7400
Keystone Financial Group
Address: 145 S Commercial St, Neenah, WI
54956
Business Genre:
Business Contact Email: sberry@kfgwi.com
About:

Keystone Financial Group, Inc. is a full-service retirement planning financial advisory firm that is driven by one focused goal – to help clients grow, preserve and transfer all they have worked so hard to achieve. How can we help you secure your financial future?
Access to all your financial accounts and documents in one easy to use place. Lets look forward together.
The KFG client web portal gives access to all your accounts on one dashboard
See whatever you have, from wherever you are.
A vault to store important documents.
Secure access online, see our KFG web portal security brochure.
Do you know all the risks of your current portfolio? We can capture a quantitative measurement of risk tolerance to find investments that fit you.

Phone Number: 920-969-0717
Bay Title & Abstract
Address: 121 Church Ave, Oshkosh, WI
54901
Business Genre:
Business Contact Email: mhanseder@baytitle.com
About:

Bay Title & Abstract, Inc. has been serving the title insurance needs of Northeast Wisconsin since 1974. We are a professional organization that strives for fast, efficient, and professional closings.

Phone Number: 920-233-8301
Knight Barry Title Services
Address: 2380 State Road 44, Suite B, Oshkosh, WI
54904
Business Genre:
Business Contact Email: plangkau@knightbarry.com
About:

We issue title insurance and provide title related services to consumers, lenders, lawyers, developers, builders, and real estate professionals.
We protect sensitive documents and information from real estate closings.
We disburse closing funds safely, securely and soundly.
We support all of our local communities

Phone Number: 920-891-7620
Stewart Title Company
Business Genre:
Business Contact Email: cindy.budiac@stewart.com
About:

At Stewart Title, we work with you in the true spirit of partnership – we simplify your real estate transaction and provide a great closing experience.

Phone Number: 920-830-0110
Fox Valley Savings Bank
Address: 1700 W 20th Ave, Oshkosh, WI
54902
Business Contact Email: mbakalars@fvsbank.com
About:

At Fox Valley Savings Bank, our number one priority is to help you meet your financial goals. We are dedicated to doing everything we can to make your visit here as easy as possible.

Phone Number: 920-231-1163
Closing and Title Services
Address: 301 N Lynndale Dr, Appleton, WI
54914
Business Genre:
Business Contact Email: janderson@ahclosings.com
About:

Your Real Estate Transactions Are a Breeze with Our Top-Notch Service & Products.

At Closing and Title Services, our highly qualified staff is trained to handle even the most complex transactions. Therefore, trust the title company that has the expertise to handle your title needs. Closing and Title Services, a title company you can rely on.

Title Insurance

When you buy, sell, refinance or build your dream home, you will need title insurance to protect your investment. Closing and Title Services is efficient and accurate when it comes to title insurance. We see that all the t’s are crossed and the i’s dotted. In addition, we have competitive rates, offering reissue rate, abstract surrender credit and substitution rate on any title company’s prior policy or abstract. The cost of title insurance varies depending on the amount of coverage required and the type of policy being requested: (for a sale, building project, refinance or second mortgage). Call (920) 733-4900 for an exact price quote.

Statement Preparation

For Realtors and Sellers, we prepare the seller’s closing statement. We procure written mortgage payoff statements, municipal letters providing current tax and assessment information, order the deed and transfer tax return form and prepare the closing statement in accordance with the terms of the Offer to Purchase. Give us a copy of the fully executed Offer to Purchase, Addendums, Counters/Amendments, and we will take care of the rest! Let our trained professionals assure you of a smooth closing.

Loan Closings

Closing and Title Services handles all aspects of a real estate closing. To the buyers: In today’s world of lending, it is ever changing; there are many different loan programs available to borrowers. At Closing and Title Services, our closing department has not only the technology that is required, but also the expertise to explain the documentation, so that you walk away knowing what you signed. To the sellers: After having your closing statement prepared for you in advance, you walk into the closing room knowing what your bottom line is, there are no hidden surprises. To the realtors: You can rest assured that your clients are in good hands. In a perfect world there are no problems, however, if last minute adjustments need to take place, troubleshooting is one of our areas of expertise. To the lenders: You can trust our experienced team to see that the closing is handled professionally, efficiently and in accordance to your instructions.

Phone Number: 920-733-4900
Heartland Payment Systems
Address: 402 Maple Ave, Fond du Lac, WI
54935
Business Genre: ,
Business Contact Email: james.goodfellow@e-hps.com
About:

Honest and transparent credit and debit card processing, gift card, and payroll services for local businesses.

Heartland is the fifth largest payment processor in the United States, delivering credit, debit, prepaid card processing, mobile commerce, e-commerce, marketing solutions, security technology, payroll solutions, and related business solutions and services to more than 300,000 businesses and educational institutions nationwide.

Phone Number: 630-881-8552