Sometimes you need advice.

FVSB Investment Center has some expert counselors.

Call for an appointment today.

In Fond du Lac, Oshkosh, or Waupun
Jim Ziebarth
920-923-7776
800-242-7880

In Oshkosh
Matt Bakalars
920-231-1163
800-242-7880

Investment FAQ

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Big picture planning for fitting the pieces together.

Go anywhere on this web site and you’ll realize that Banking Made Personal is really what Fox Valley Savings Bank is all about. We truly care for our customers, and we’ve done our best to provide you with the different tools and products to make your banking easier.

As an extension of our banking services, FVSB also provides you access to expert financial planners, through a collaborative agreement with Capital Financial Services. They believe in the personal touch, too. Their services are available at all Fox Valley Bank locations.

 Photo of Jim Ziebarth  Photo of Matt Bakalars
Jim Ziebarth is a series 7 licensed Registered Representative Matt Bakalars, a series 6 licensed Registered Representative for Capital Financial

Make an appointment with Jim or Matt today to arrange for a free portfolio review or learn more about other free services available through Capital Financial. Capital Financial Services, Inc. is a member of FINRA & SIPC.

* Capital Financial Services, Inc., is an independent broker-dealer and is not a bank or savings institution or an affiliate of any bank or savings institution. Investments through Capital Financial, including mutual funds, are not deposits or other obligations of, or guaranteed by, any financial institution or Capital Financial, or not insured by the FDIC or other applicable deposit insurance and involve risks, including possible loss of principal invested.

Capital Financial Services, Inc., One North Main Street, Minot, ND 58703
Member FINRA / SIPC

www.FINRA.org

www.SIPC.org

This website does not constitute an offer of products or services outside the area where Capital Financial Services, Inc. is registered or exempt from registration.