Willow Cove Investment Group

Stifel Nicolaus & Company in Appleton, WI is committed to providing personalized financial services through in-person consultations with their experienced advisors. They prioritize understanding each client's individual financial goals to create tailored strategies for long-term success. With a focus on face-to-face interactions, the Appleton West team at Stifel believes in building strong relationships with clients to ensure their financial needs are met effectively. Their approach emphasizes developing customized plans that align with each client's unique objectives. Generated from their website's infomation

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

First State Bank, founded in 1933, is a full-service financial institution serving more than five communities with a strong focus on commercial and agricultural lending. It is an independent community bank, providing financial services form its location in New London, Wis. The bank offers various financial products and services, including relationship packages, checking savings, individual retirement accounts, certificates of deposit, loans, credit cards, and financial calculators. It has online banking with billpay service, 24-hour automated telephone banking system, e-statements, and multiple ATM's. First State Bank's First State Investment Center provides brokerage services, insurance products, retirement and other financial planning services. The bank also offers complete trust services that are customized according to customer s specifications.