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Summit Street Wealth Management
Summit Street Wealth Management (SSWM) is a resource of First Bank Financial Centre. Whether you're a first-time investor with questions, or a savvy planner, SSWM can help plan your financial future. They offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstnces, and your objectives. Individuals, families and businesses alike can benefit from the support of these experienced advisors.
To learn more about Summit Street Wealth Management, or to contact an advisor, check out their website today!
Not ready for an advisor, but interested in trying your own hand at investing? That's okay too! SSWM offers a digital investment platform that provides automated portfolio management, coupled with the guidance and long-term focus that comes with having a dedicated financial advisor. Basically - you call the shots with the help of this digital platform. Investor - meet Fortuna!
To check it out, or get started, visit the Fortuna site today!
NOT A BANK DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY ANY BANK • MAY GO DOWN IN VALUE
Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC 525 Junction Road, Suite 8100 North, Madison, WI 53717 (608) 829-0015. Summit Street Wealth Management LLC and First Bank Financial Centre are not affiliates or subsidiaries of MML Investors Services, LLC, or its affiliated companies. CRN202102-243538