Financial Services
There aren’t many places you can turn to nowadays for unbiased advice. However, clients at Nicolet National Bank can count on just that when they work with a Nicolet Financial Services dedicated financial consultant*.
Perhaps the most telling factor in how unbiased Nicolet Financial Services is can be seen in our commission policy. Or should we say lack thereof. We don’t work on commissions. Our clients quickly realize that our consultant makes recommendations in their best interests, not his own. That sounds so elementary, but it’s not the norm in financial services.
Our approach to commissions is just one of the reasons our clients find us—and financial planning—approachable, rather than intimidating or overwhelming. Because we are allowed to focus on the client first, we are able to listen without bias. We are able to hear dreams and ideas, rather than think about our dollars. We are able to build honest relationships, not superficial ones.
Whether you are a seasoned or new investor, we can help you to reach your financial goals. No surprises. Transparency. Unbiased Advice. It just seems to make sense.
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*Are not FDIC insured. Are not guaranteed by a Bank. May lose value.
INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered Broker Dealer and federally registered investment advisor is not affiliated with Nicolet National Bank. Securities, advisory services and certain insurance products are offered through INVEST and affiliated insurance agencies.
Important consumer information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security.
1. Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state: or (b) are excluded or exempted from the state’s licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities, or (b) rendering personalized investment advice for compensation.
3. This website may contain certain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
