All Tri City National Bank locations will be closed on Monday, October 14th, for Columbus / Indigenous Peoples' Day.
To Your Wealth!
Working with a Tri City Investment Services advisor can help make your dreams a reality.
We begin each relationship by listening. Once we understand your finances and goals, our experienced, local advisors will build a personalized plan to help achieve them. But implementation is just the start. We’re here to keep you on track and will work to make any necessary adjustments.
From short-term savings to long-term retirement and beyond, our advisors are always here to help!
Investment Products & Services
Our financial advisors have access to an extensive array of products and services. Let us help you with:
- Financial reviews
- Retirement planning
- IRAs, rollovers, transfers
- Fee-based advisory options
- Mutual funds
- Education planning
- Insurance-related products
- Bonds
- Stocks
- Annuities
Registered Offices
Our advisors work from these two registered offices:
Oak Creek Tri City National Bank
6400 S. 27th St.
Oak Creek, WI 53154
414.761.1610
Racine Tri City National Bank
2704 Lathrop Ave.
Racine, WI 53405
262.554.5542
