Finance & Insurance

Business Name
Business Genre
Short Business Description
As “The Bank of You,” North Shore Bank is about helping families thrive, businesses grow and communities flourish. North Shore Bank prides itself on being an advocate for its customers, helping them live the life they want, and supporting the community we all share. And it’s our employees behind every counter and behind the scenes that make the difference.
Long Business Description

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Business Website Address
Business Phone Number
414-423-1716
Business Address
5101 S. 76th Street
53129
First Name
Raymundo
Last Name
Guardiola
City
Greendale
Manchester Investments
Business Genre
Short Business Description
Financial Planning
Long Business Description

Manchester Investments offers comprehensive, objective investment guidance to individuals and small businesses. We assess our client’s needs and prepare an investment plan. We then work with our clients to implement the plan. We want to help our clients work toward their most important financial goals. Since we are independent, our consultants have access to a broad selection of financial products to choose from and can offer objective recommendations.

Business Website Address
Business Phone Number
414-421-1500
Business Address
5623 Broad Street
53129
First Name
Jacob
Last Name
Bill
City
Greendale
OMOTAYO ADERUGBO
Business Name
Business Genre
Short Business Description
Insurance Agency
Long Business Description

American Family Insurance Agency

Business Phone Number
4144235757
Business Address
5454 S 76th Street
53129
First Name
Tayo
Last Name
Aderugbo
City
Greendale
Business Name
Business Genre
Short Business Description
WaterStone Bank - Greenfield Branch
Long Business Description

We are dedicated to being a top financial resource in the communities we serve by expanding our expertise, strengthening customer loyalty, and maximizing shareholder value.

Business Website Address
Business Phone Number
(414) 459-4700
Business Address
5000 W Loomis Rd
53220
First Name
Rebecca
Last Name
McCartney
City
Greenfield
Business Name
Business Genre
Short Business Description
At Summit Credit Union, we have a passion for empowering people to improve their financial wellbeing. We can help you save more, pay off debt, set goals and reduce your stress.
Long Business Description

At Summit, we’re all about helping you turn wishing, waiting and wondering into planning, doing and experiencing. We offer the basic products you want, like checking and savings accounts, credit cards and loans. And we go one step further, providing financial guidance, education, tools, one-on-one coaching and innovative programs to empower you to own your financial life wherever you are in your journey.

Anyone can join Summit Credit Union, and once you're a member, you're a member for life. If you move, retire or change jobs, we’ll always be here for you.

And finally, since we’re a not-for-profit financial cooperative, all of our earnings are redistributed right back to our members. Think higher interest rates on savings, lower rates on loans and Cash Boomerang, our patronage dividend to members.

Business Website Address
Business Phone Number
800-236-5560 ext 5900
Business Address
5255 S 76TH ST STE 140
53129
First Name
Tatiana
Last Name
Rosa-Bennett
City
Greendale
Business Name
Business Genre
Short Business Description
We continue to build on this history of strength to shape the future of our company, industry and communities. Our vision comes to life as we build upon digital tools like our voice banking U.S. Bank Smart Assistant™ making it easier for customers to bank with us and launch initiatives like our U.S. Bank Access Commitment™.
Long Business Description

Since the Lincoln administration signed our national bank charter No. 24 in 1863, we’ve drawn on our financial strength to serve customers. This has been especially evident in times of need, such as during the COVID-19 pandemic. Our response by the end of 2020 included a $20 million premium pay program for our employees, relief assistance and 108,000 Small Business Administration Paycheck Protection Program (PPP) loans for our customers, and $30 million in expedited charitable contributions for our communities. As a result, we’re proud to have been named the most essential bank amid the pandemic in a ranking by The Harris Poll.

We also recognize that this past year has fundamentally changed banking by accelerating the shift to digital products and services. We’re positioned well for this future, having launched new tools – like the U.S. Bank Smart Assistant™ – to complement our 26-state branch footprint.

Business Website Address
Business Phone Number
4143252573
Business Address
5434 S 76th St.
53129
First Name
John
Last Name
Anderson
City
Greendale
Business Name
Business Genre
Short Business Description
Helping people achieve financial security and realize their personal goals through financial planning!
Long Business Description

Helping people achieve financial security and realize their personal goals through financial planning!

Business Phone Number
4147042790
Business Address
100 E. Wisconsin Avenue, Suite 2300
53202
First Name
Tinesha
Last Name
Mogaha
City
Milwaukee
Andy Balistreri Insurance Agency LLC State Farm
Business Genre
Short Business Description
We aim to help our State Farm customers make sound and healthy decisions by educating them with our wealth of knowledge and experience. We will always make sure that you are treated like a human being and not a policy number. This is very important to our Agency.
Long Business Description

My Journey started a little over 11 years ago when i started with State Farm as an Agent Team Member. But in fact my Passion started over 28 years ago when I lost my mother due to complications from Multiple Sclerosis. Ever since then I have had a deep burning passion for helping others realize how important is to value the ones they love. One minute your loved one can be in front of you and the next minute they can be gone. Remember that you make a living by what you get, but make a life by what you give. Lastly, my goal is to always provide remarkable customer service by education, trust, and confidence.

Business Website Address
Business Phone Number
4142097427
Business Address
5405 S 76th St.
53129
First Name
Andy
Last Name
Balistreri
City
Greendale
Business Genre
Short Business Description
Our role is to examine and analyze the financial implications and after-tax results of dividing property and providing or receiving child and/or spousal support during a divorce.
Long Business Description

Pathway Divorce Solutions provides planning by analyzing various settlement options to determine what the tax ramifications would be for each person. We look at the settlement options not just for the next one year, but for the next 10 years or 20 years. If a plan looks great for one year, but horrible after five years, then that is really NOT a great settlement option.

Divorce Financial Planning puts you in a position of financial strength! Planning can be done individually or as a couple.

Here are some of the financial issues that we review and analyze for you:
• How much support do I need? And for how long?
• What work benefits might you be losing in the divorce (ie health insurance)?
• Should you keep the house?
• How are retirement accounts divided?
• How is a pension different from a 401k?
• Creating a budget you can live with
• Assessing different settlement options for financial stability over the long-term
• What are the tax implications of various property division options?

In addition to the analysis above, we will also discuss your financial goals. We find that many people going through divorce can barely see tomorrow, much less 10 years from now. But part of successfully getting through divorce is creating a picture of what you want your life to look like on the other side!

Business Website Address
Business Phone Number
414.533.5353
Business Address
PO Box 16
Greendale
53129
First Name
Jodie
Last Name
Lane
City
Greendale
Fuerst Insurance Services
Business Genre
Short Business Description
As an Independent Insurance Agent, I represent multiple insurance carriers allowing me to customize your insurance and provide the exact coverage you need and the best rates. I offer a full range of home, business and auto insurance. You can feel confident knowing that you and your family are well protected.
Long Business Description

I started in the insurance industry in 2011 because I have a passion for helping people. My number one priority is always doing what is best for the client. My husband encouraged me to open my own agency because he saw how I connected with people and always made them feel important and valued. My heart and soul is in my business, I am not interested in just achieving quick success, but making sure my clients are satisfied. If you need to file a claim, you can count on me to guide you through the process to ensure you receive a prompt settlement.

Business Website Address
Business Phone Number
4144295293
Business Address
10125 W Loomis Rd

53132
First Name
Carlette
Last Name
Purfuerst
City
Franklin