Relax knowing you are working with someone who has your investment interests in mind.
Our Investment Advisors will help give you:
- The opportunity to organize and simplify your financial life
- Access to in-depth knowledge of financial solutions
- More time to do the things you cherish most
- A sense of comfort—knowing someone is working with you
If you’re like most investors, you want someone to walk you through the investment choices available to you. That’s where we can help. An advisor provides the in-depth knowledge necessary to assist you in identifying what investments are right for you. Whatever your goals or stage in life, we can help you make the right investment choices.
Meet Our Team of Trusted Advisors
Jacqueline
Wingard-Suggs
HBI Bank Bank and Trust Company
Investment Executive
608.363.8114
Mark
Heffel
HBI Bank Bank and Trust Company
Investment Executive
608.363.8012
Check the background of our investment professionals on FINRA's BrokerCheck.
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are:
• Not FDIC/NCUSIF insured
• May lose value
• Not financial institution guaranteed
• Not a deposit
• Not insured by any federal government agency
View Cetera Investment Services privacy policy, other important information and Business Continuity Plan.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com Located at: 345 East Grand Ave, Beloit, WI 53512 800-667-4401
