S&C Investor Services
S&C Investor Services has partnered with Fintegra Solutions to bring you an entire line of financial products. More importantly, Investment Representatives are available right in the branches of S&C Bank – not on a website or over the phone with an 800 number in a different state. The product list includes: Mutual funds, annuities, stocks, bonds, long-term care insurance, and almost any other financial product you can imagine.
In today’s financial world, there is a myriad of options and products to consider. Without proper planning or forethought, you could do more harm than good. The best place to start is with a no-cost, no-obligation “financial check-up” with an Investment Representative. Your Investment Representative will discuss your current situation and long and short-term goals, and will work with you to develop a plan that will help you meet those goals. There are events in everyone’s life that require planning for your future needs. They include:
- Retirement
- College Funding
- Starting a new business or expanding your business
- New baby
- New job
- Marriage or Divorce
- Wealth Transfer
- Death in the family
- Long-term care
S&C Investor Services uses some of the best, most highly regarded financial companies available. Please stop in at one of our convenient locations and see one of Fintegra’s experienced brokers about your financial future today! To learn more about Fintegra, click on the Fintegra logo and you will be redirected to their website.
Jerry Shay Jerry Shay has been in the Financial Services Industry for more than 25 years. He holds Life, Health and Series 7 & 66 licenses and has achieved his Life Underwriters Training Council Fellow (LUTCF) designation. He is licensed in Wisconsin, Minnesota, Iowa, Florida, California, Utah and Alabama. He works as an advocate for his clients in helping them reach their financial goals. He has an extensive understanding of estate planning techniques, life insurance, long term care insurance, and business and individual retirement plans. Jerry received his Business Administration degree with an Accounting emphasis from the University of Wisconsin-Whitewater and has extensive experience in business management. |
715-834-111Matt Casey Matt has been in the Financial Services Arena for over 10 years. He currently holds a Life Insurance license and a Series 6, 7 and 63 licenses in the state of Wisconsin, Minnesota, Florida, California, North Carolina, Utah, and Iowa. His major emphasis is helping people retire on time and maintain a comfortable life after retirement and rolling over IRA’s. Offering a variety of products to diversify your portfolio such as Mutual Funds, Stocks, Corp. and Government Bonds, Life Insurance and Long Term Care Insurance. Matt has lived in the New Richmond area all his life and after High School he attended UW-River Falls and the Graduate School of Banking-Boulder, CO. Together we can choose the financial tools from reputable companies to help you reach your goals. He is available for no cost/no obligation appointments at your convenience. |
Wayne Gieseke Wayne Gieseke has been helping his clients in northwest Wisconsin and Minnesota reach their financial goals for more than 11 years. He holds Life, Health and Series 6, 7 & 63 licenses and has achieved his Life Underwriters Training Council Fellow (LUTCF) designation. In addition, Wayne also has completed advanced courses in Business, Estate and Retirement Planning. Wayne lives in Barron with his wife, two teenagers and their dog Reggie. You are welcome to stop in any time for a no cost/no obligation consultation to evaluate your future financial needs. |
Investment and Insurance Products
Investment and Insurance Products are offered through Fintegra Financial Solutions, an independent registered broker/dealer, member NASD/SIPC, OSJ phone 763-585-0503.
S&C Bank and Fintegra are not affiliated. Investment Representatives are Registered Representatives of Fintegra. Investment and Insurance Products:
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S&C Investor Services Notice: Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in many states. Response to, or contact with residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only, and does not constitute an offer to sell, or a solicitation of an offer to purchase, brokerage services to persons outside of the U.S. Please see the above information for what states a representative is licensed in.
