Menasha Treasurer

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

North Star Asset Management, based in Menasha, Wisconsin, is a leading independent SEC Registered Investment Advisory firm with assets under management nearing $2 billion. Established in 1996, the firm boasts a team of 11 seasoned investment professionals, including 9 CFA Charterholders, 2 CFP professionals, and 2 CPAs, collectively offering over 200 years of combined investment experience. As fiduciaries, North Star specializes in providing personalized and independent advice to families, corporations, and endowments, offering customized investment management and retirement planning services. Their investment approach involves in-depth fundamental analysis, company visits, and communication with Wall Street analysts to construct tailored equity and fixed income portfolios for their clients.Generated from the website

From planning your estate to applying for Medicare, discovering the proper health insurance, planning for your retirement, and so much more, Sturtevant & Associates, LLC are here to make sure you are going in the right direction. Over the years, Sturtevant & Associates, LLC has experienced many changes. From its beginning in 1995 as a financial planning company to the present day as a multi-faceted corporation, the focus has always been on our clients' needs. As our clients' needs change, so do we. Today we offer a vast array of products represented by many carries. Being independent gives us the freedom to find just the right plans and strategies for our clients. We pride ourselves in excellent customer service and we hope for the opportunity to work with you. We strive to keep you completely satisfied with your services. We want you to get exceptional results for whatever reason you come and see us. You will find us conveniently and uniquely located within the historic old Neenah Train Station. Come on in and take a look around anytime. We have been proudly serving you in Appleton, Neenah, Oshkosh, Menasha, Fox Valley, Fox Cities, Green Bay, and the entire state of Wisconsin.