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Investment Services

Investment plans based on real world goals, ongoing communication and disciplined review, so your assets are protected while they grow. 

Special Fraud Alert for Consumers in Southeastern Wisconsin

On October 27, 2009, the FDIC and local fraud prevention agencies announced two serious fraud schemes currently taking place in southeastern Wisconsin. In fact, some Park Bank customers have reported receiving the phone scam on their cell phone. We would like to inform you of these recent developments and provide you with tips to safeguard your confidential information from criminals.

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*Investment advisory products and securities are offered by UVEST Financial Services, member FINRA, SIPC and a SEC Registered Investment Advisor. Insurance Products are offered by UVEST Financial Services, licensed insurance agency. UVEST and Park Financial Advisors are independent entities.

Not a bank deposit. No bank guarantee. May lose value. Investments are not insured by FDIC or any other government agency.