Banks & Banking Associations
1530 S 164th St
New Berlin, WI 53151
With over 15 years of experience in providing personalized and professional financial direction and solutions to individuals and businesses. I have a proven track record of helping clients achieve their financial goals and optimizing their financial performance. I have extensive knowledge and skills in financial planning, analysis, and tax strategies. I am proficient in using various financial software and tools, such as Excel, QuickBooks, and Dun & Bradstreet. I am also an effective communicator, negotiator, and relationship builder, who can work independently and as part of a team.
8400 W Forest Home Ave
Greenfield, WI 53228
TruStone Financial Credit Union is proud to be part of the Greenfield community. For more than 80 years, we have worked to improve the financial well-being of our neighbors with great rates, best-in-class service and smart banking solutions. Stop in for a simplified banking experience, or manage your money on-the-go with the TruStone Mobile App.
5000 W Loomis Rd
Greenfield, WI 53220
