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:
IRAs, rollovers, transfers
Fee-based advisory options
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