At Synergy Advisory Group, our mission is to help our clients achieve financial empowerment, stability, and confidence they can leverage into greater fulfillment of personal and/or business goals.
We are a not-for-profit financial cooperative with 8,312 members, $161 million in assets and $114 million in loans to members who live or work in Winnebago, Fond du Lac or Outagamie counties.
Winch Financial is a full-service wealth management office that provides money management through all seasons of your life. Winch Financial has been a part of the community for nearly 40 years.
Simplicity CU is a member owned financial institution which offers checking and savings accounts, auto loans, credit cards, mortgages, personal loans, and more!
We provide the education, tools and resources necessary to help people achieve financial independence
SECURA is a mutual property and casualty insurance company based in Appleton, Wis. We use our expertise to serve and care for home, auto, farm, nonprofit, and business owners.
Accountant, Payroll, Consulting services offered to the public, with experience in the service, medical, and real estate industries.
North Shore Bank is The Bank of You.
Named a Forbes Best-In-State Banks, we take exceptional service to the next step, listening to you and developing a relationship based on trust.