Banks & Credit Unions in Ozaukee County, WI

We did the hard work of finding trustworthy partners in Ozaukee County, WI. Fill out the form to get connected.

Start Here to Open a Bank Account

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Bank Branches and ATMs in Ozaukee County, WI

BMO Harris Bank
3 out of 5
Location N69 W5269, Columbia Rd, Cedarburg, WI 53012, USA
Phone (262) 377-9000
Directions
Port Washington State Bank
5 out of 5
Location 197 S Main St, Thiensville, WI 53092, USA
Phone (262) 242-0598
Directions
Port Washington State Bank
4 out of 5
Location W61N526 Washington Ave, Cedarburg, WI 53012, USA
Phone (262) 377-0750
Directions
U.S. Bank Branch
3 out of 5
Location 11111 N Port Washington Rd, Mequon, WI 53092, USA
Phone (262) 241-4200
Directions
Commerce State Bank
4 out of 5
Location W61N301 Washington Ave, Cedarburg, WI 53012, USA
Phone (262) 375-9600
Directions
Banks in Ozaukee County, WI

Where Ozaukee County, WI Banks & Credit Unions Serve

Ozaukee County, located in southeastern Wisconsin, boasts a variety of landmarks that attract visitors from far and wide. From the historic Cedarburg Covered Bridge to the picturesque Port Washington lighthouse, there is no shortage of sights to see. The county is also home to several top employers, including Aurora Health Care and Charter Steel, providing ample job opportunities for residents. Major highways such as I-43 and highways 60 and 33 make commuting a breeze, while streets like Main Street in Cedarburg and Franklin Street in Port Washington offer charming shopping and dining experiences. Ozaukee County is comprised of several unique neighborhoods, each with its own distinct personality. From the quaint, small-town feel of Grafton to the upscale, waterfront homes in Mequon, there is something for everyone in this vibrant county.

Ozaukee County, WI Banking Related Services

Insurance Broker

Residents of Ozaukee County, WI can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best insurance policies that meet the specific needs of residents in this area. For example, Ozaukee County is known for its high-income earners and expensive homes, which means that residents may require more comprehensive insurance coverage. An insurance broker can help residents navigate the complex insurance market and find policies that provide adequate protection for their homes, vehicles, and other assets. Additionally, an insurance broker can help residents understand their insurance options and make informed decisions that will ultimately save them money in the long run.

Retirement Planning

Residents of Ozaukee County, WI can greatly benefit from the guidance of a retirement planner. One specific way a retirement planner can assist is by helping residents navigate the unique tax laws and regulations in Wisconsin. For example, Wisconsin is one of the few states that taxes Social Security benefits, which can impact retirement income. A retirement planner can help residents strategize and plan accordingly to minimize taxes and maximize retirement savings. Additionally, with the median home value in Ozaukee County being higher than the state average, a retirement planner can help residents plan for the high cost of living and potential long-term care expenses. Overall, a retirement planner can provide valuable insight and expertise to help residents of Ozaukee County achieve their retirement goals.

Wealth Management

Residents of Ozaukee County, WI can benefit from the services of a wealth manager in a number of ways. One of the most common ways is through retirement planning. With the average age in Ozaukee County being 43 years old, many residents are likely starting to think about their retirement plans. A wealth manager can help them navigate the complex world of retirement savings accounts, investment options, and tax implications to ensure they are on track to meet their retirement goals. Additionally, with the median household income in Ozaukee County being higher than the state average, residents may have unique opportunities to invest in real estate or other high-value assets. A wealth manager can provide guidance on these investments and help residents maximize their returns while minimizing risk.

Financial Advisor

Residents of Ozaukee County, WI can benefit from the guidance of a financial advisor in a multitude of ways. One of the most common ways is through retirement planning. With a median age of 43.6 years, many residents in Ozaukee County are approaching retirement age and may need help navigating the complexities of retirement planning. A financial advisor can assist in creating a personalized plan that takes into account factors such as social security benefits, pensions, and investments. Additionally, with a high median household income of $88,711, residents in Ozaukee County may have more complex financial situations that require the expertise of a financial advisor. From managing debt to creating a college savings plan for their children, a financial advisor can provide valuable guidance to help residents in Ozaukee County achieve their financial goals.

Mortgage Loan Officer

Residents of Ozaukee County, WI could greatly benefit from the expertise of a mortgage loan officer. These professionals can assist with a variety of financial needs, such as securing a mortgage for a new home or refinancing an existing loan. With the average home value in Ozaukee County being higher than the state average, a mortgage loan officer can help residents navigate the unique challenges of the local real estate market. Additionally, they can provide valuable guidance on the various loan options available, including government-backed loans and first-time homebuyer programs. By working with a mortgage loan officer, residents of Ozaukee County can feel confident in their financial decisions and achieve their homeownership goals.

Tax Services

Residents of Ozaukee County, WI could benefit from the expertise of a tax advisor in a number of ways. For instance, a tax advisor can help residents navigate the complex tax laws in Ozaukee County, WI and ensure that they are taking advantage of all available tax deductions and credits. This can help residents save money on their taxes and maximize their financial resources. Additionally, a tax advisor can provide guidance on estate planning and help residents develop strategies for minimizing their tax liabilities. Given the unique economic and demographic characteristics of Ozaukee County, WI, such as its high median income and growing population, the services of a tax advisor can be particularly valuable for residents looking to secure their financial futures.

Estate Planning Lawyer

Residents of Ozaukee County, WI can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer can assist residents is by helping them create a comprehensive estate plan that takes into account their unique circumstances and goals. This can include drafting a will, establishing trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can help residents navigate the complex probate process in Ozaukee County, which can be particularly challenging due to the county's high property values and affluent population. With the help of an experienced estate planning lawyer, residents of Ozaukee County can ensure that their assets are protected and their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs