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"Modern Banking... the Old Fashioned Way"

 

Financial Planning & Investment Products and Services - Available through Oostburg Financial Services, located at the Oostburg State Bank . . . your home for all of your financial planning and investment needs.
 

Steve Klescewski, Financial Advisor, CRPC

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, MS, CO

Steve Klescewski, our Financial Advisor, 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 17 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 and 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 for a
Complimentary,
 NO-OBLIGATION Consultation

Telephone 920-564-4329
Fax 920-564-4170
Email srklescewski@hirep.net
Located at: Oostburg State Bank
905 Center Avenue, Oostburg, WI  53070

Oostburg Financial Services

  • Retirement Planning

  • Investment Planning

  • Fee Based Advisory Accounts

  • Annuities

  • Mutual Funds

  • Employer Sponsored Retirement Plans

  • Corporate & Municipal Bonds

  • Stocks

  • Life Insurance

  • Long Term Care Insurance

  • Education Savings Plans

 

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.