Fiduciary Partners Trust Company

Several senior trust and investment professionals from two large regional trust companies and a national private investment management company joined together in 2004 to form Legacy Private Trust Company. Today, we are among the region's most preferred, independently owned trust and wealth advisory firms. Legacy specializes in investment management services for individuals and families, professional service organizations, family-owned and managed businesses and philanthropic organizations. A premier service organization, Legacy delivers advice for enhancing, preserving and transferring wealth through financial, tax, estate and charitable planning. Our investment capabilities range from superior proprietary portfolio management, third party manager selection, to sophisticated risk management strategies. Strategic investment alternatives such as private equity funds, hedge funds and real estate offerings are also available. Legacy offers asset management to family owned businesses, foundations, endowments, public funds and retirement plans.

Community Bank & Trust is a financial institution located in Sheboygan, Wisconsin, dedicated to providing a range of banking services to its customers. With a strong commitment to community engagement, the bank focuses on fostering strong relationships and supporting local initiatives. As a trusted financial partner, Community Bank & Trust emphasizes customer service and satisfaction, ensuring that clients receive personalized attention tailored to their unique banking needs. The bank values transparency and integrity, evident in its privacy policies and commitment to safeguarding customer information. Generated from the website

Zimmer Financial Group, located in Kimberly, Village of, WI, offers securities through Securities America, Inc. and advisory services through Securities America Advisors, Inc. They are dedicated to providing financial guidance and services to residents of the United States. As a separate entity from Securities America, Zimmer Financial Group, LLC ensures that their team members are properly registered to offer services and transact business in states or jurisdictions where they operate, emphasizing compliance and professionalism in their financial offerings.Generated from the website