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Wauk Invest logo

Your needs. Our solutions.

INNOVATIVE SOLUTIONS

  • Cash Management
  • Financial Consultations
  • Education Funding
  • Business Owner Solutions
  • Insurance Services
  • Asset Allocation

SUPERIOR PRODUCTS

  • Fixed and Variable Annuities
  • Mutual Funds
  • Life Insurance
  • Stocks & Bonds
  • Tax-Advantaged
    Investments*
  • Long-Term Care Insurance
  • IRAs
  • Employer Sponsored
    Retirement Plans

COMPREHENSIVE SUPPORT SERVICES

  • Quality & Timely Customer Service
  • Consolidated Account Statements
  • Convenient Order Execution
  • Quick Confirmation Reports
  • Automated Fund Transfer Between Accounts
  • Check Writing Services
  • Cash Dividend Option

Waukesha Investments makes it easier to achieve your goals with unwavering commitment to your financial success. We provide a comprehensive offering of products and services, the convenience of your local Waukesha State Bank office, and the comfort and security of a familiar face.

Waukesha Investments helps you take control of your future with personalized financial recommendations that make it easier to pursue your lifetime goals. We listen to you. Your financial professional is highly qualified to provide the tools and techniques necessary to help make your plans a reality.

In addition to insights and recommendations, you also gain access to an expansive assortment of investment and insurance solutions that can be customized to fit your unique needs. We utilize the latest technology and resources to support the entire process making it easier to help you pursue your financial goals.


Call us.
262-549-8589

OUR EXPERTISE HELPS YOU:
  • Invest for a comfortable retirement
  • Protect your family's future with life insurance
  • Understand your financial goals and priorities
  • Review your financial portfolio
  • Utilize diversification and asset allocation techniques
  • Provide for college expenses
  • Minimize taxes through tax-advantaged investing*
  • Fulfill your business needs
  • Maintain independence with
    long-term care insurance
  • Take charge of your finances
  • Create a legacy for your loved ones by efficiently passing on your assets
  • Protect your ability to earn income
  • Make financial choices that meet your unique needs and goals

PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products offered by PRIMEVEST: *Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * Not insured by any federal government agency.

View PRIMEVEST privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

*For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither PRIMEVEST, nor any of its representatives may give legal or tax advice.

FINRA registered office located at 100 Bank Street, Waukesha, WI 53188.