Would you like to receive financial clarity and direction from a trusted advisor? FVSB Financial Services is a division of FVSBank led by Jim Ziebarth, a financial advisor with over 20 years of experience. We serve individuals, couples, and families in Oshkosh, Waupun, Fond du Lac, and the greater Fox Valley region of Wisconsin. Gain peace of mind about your financial future. We can help with investments, insurance, and financial planning
We’ll help you create a roadmap to guide you from here to the financial future you want. An effective financial plan should cover key aspects such as savings, budgeting, investing, tax planning, insurance planning, retirement planning, estate planning and more. However, your financial plan isn’t set in stone. We can review your plan with you to see if any changes are needed based on your evolving financial goals.
Learn more about Financial Planning from FVSB Financial Services!
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.
Learn more about Investment Planning from FVSB Financial Services!
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.
Learn more about Retirement Planning from FVSB Financial Services!
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
