Financial Planning & Investment
Products and Services - Available through Oostburg Financial
Services, LLC, located at the Oostburg State Bank . . . your
home for all of your financial planning and investment needs.
Steve Klescewski, Financial Advisor, CRPC
Steve Klescewski, our Financial Advisor, CRPR, holds several
security and insurance licenses which enable him to handle all
of your investment needs. Steve can do more than recommend
investments for you, he has over 12 years of investing and
financial planning experience and specializes in retirement
planning. Steve is a Chartered Retirement Planning
Counselor (CRPC), a designation he earned through the College
for Financial Planning. Steve can provide you with expert
ideas that match your individual needs, wants, and goals.
Steve is a known and trusted professional throughout
Sheboygan County, we are fortunate to have his expertise
available to the customers of Oostburg State Bank. He can
help you develop a customized plan to meet your saving,
investment, education, or retirement goals. Call Steve to
help you realize your full financial potential and help turn
your financial dreams into reality.
Call or stop in for a
Complimentary,
NO-OBLIGATION Consultation
Telephone 564-2337 Ext. #243
Fax 564-4170
Located at: Oostburg State Bank
905 Center Avenue, Oostburg, WI 53070
Oostburg Financial Services, LLC
Securities and Advisory Services offered
through
HARBOUR INVESTMENTS, INC.
May lose value - Not FDIC Insured - No bank guarantee
Securities Licensed in FL, MI, PA, WI
Internet Disclosure
Important Consumer Information:
This site is for informational purposes
only and is not intended to be a solicitation or offering of any
security and;
1. Representatives of a broker-dealer
("BD") or investment advisor ("IA") may only conduct business in
a state if the representatives and the BD or IA they represent
(a) satisfy the qualification
requirements of, and are approved to do business by, the
state; or
(b) are excluded or exempted from the state's licensure
requirements.
2. Representatives of a BD or IA are
deemed to conduct business in a state to the extent that they
provide individualized responses to investor inquiries that
involve
(a) effecting, or attempting to
effect, transactions in securities; or
(b) rendering personalized investment advice for compensation.
