Navigating Your Financial Future with Confidence
Built on Trust
First and foremost Oostburg Financial Services (OFS) is always committed to acting in the client’s best interest in every single situation. Financial advising begins and ends with trust. As relationships are built with our clients, our continued goal is to build on that foundation of trust.
Secondly, OFS is committed to the concept of needs based planning. We often say that a financial life is like a puzzle. As we gather information and learn about the client, all of the pieces come together.
Finally, our staff is dedicated to providing a service experience to our clients that will make their life easier. The financial world can be complicated. Our staff is committed to taking the stress out of our client’s financial life by providing timely, professional service that has them breathing a sigh of relief.
Retirement & Investment Options that meet YOUR needs
Oostburg Financial Services is your home for financial planning and investment products and services. OFS offers securities and advisory services through Harbour Investments, Inc., which is located in Madison and is a full service broker/ dealer.
Comprehensive Financial Analysis
Investment Planning & Management
Full Brokerage Services
Life Insurance Evaluation & Advice
Company Sponsored Retirement Plans
Ongoing Reviews & Services
We are local
Oostburg Financial Services (OFS) is a wholly owned subsidiary of Oostburg Bancorp and is known throughout Southeast Wisconsin as a trusted financial planning provider. We can help you develop a customized plan to meet your saving, investment, education, and retirement goals.
Contact us to help you realize your full financial potential and help turn your financial dreams into reality.