SB Financial Services

Wisconsin State Capitol BuildingAt SB Financial Services, we put the client first.

Our mission is to get to know and understand your needs, wants and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual needs.

We want to be your trusted financial professionals who guide you through all of your major life events, educate you and provide professional, thoughtful guidance.

We believe in looking at the overall picture in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

We can assist you with Financial Planning, Managed Accounts, Investment Vehicles, Insurance, Non-Qualified Investments,
Cash Management, Qualified Investments and Education Investments. 

Visit the SB Financial Services

to access your investment accounts or for more information on
SB Financial Services 

Broker Check by Finra logo

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC . Insurance products offered through LPL Financial or its licensed affiliates. State Bank of Cross Plains and SB Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. 

Not FDIC Insured

No Bank Guaranteed

May Lose Value

Not a Deposit

Not Insured by any Federal Government Agency