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SB FINANCIAL GROUP
Finding Solutions to all your investment needs
920-740-4767 |
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| SB Financial Group is dedicated to providing proven program management, product expertise, advanced technology and superior service. |
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Investment Solutions and Products offered:
Insurance products offered:
- Fixed and variable annuities
- Life insurance
- Long term care
- Disability Insurance
- Mortgage Protection Plans
- Pension Development
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Steve Bassetto
President-Financial Advisor |
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Our Value Proposition
We help people and institutions achieve their most important goals through the development and thoughtful execution of customized financial strategies.
Key Components of Our Value Proposition
- Goals-Based Planning
- Time-Tested Investment Philosophy Solutions
- High Quality, Un Biased Investment Solutions
- Experienced Professionals
- Great and Consistent Service
Goals-Based Planning
- Focuses on Clients' End Goals
- Strategy vs. Provider Approach
- Long Range vs. Short Term
- Develops Relationships Based on Trust
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Securities and Advisory Services Offered
Through Harbour Investments Inc. |
