Steve Bassetto

Steve Bassetto Email and Phone Number

Financial Advisor and President @ SB Financial Group
Appleton, WI, US
Steve Bassetto's Location
Appleton, Wisconsin, United States, United States
Steve Bassetto's Contact Details

Steve Bassetto work email

Steve Bassetto personal email

n/a
About Steve Bassetto

Steve Bassetto is a Financial Advisor and President at SB Financial Group. He possess expertise in estate planning, financial advisory, banking, fixed annuities, executive management and 35 more skills. Colleagues describe him as "Steve is a financial coach of the highest integrity. He treats people with respect and teaches them the highest financial truths about money. These truths truly help clients achieve sufficiency and financial peace of mind." and "I have worked with Steve for several years and know him to be very knowledgeable, ethical, trustworthy and honest. I would recommend anyone who is thinking about using his services that they can rest assured that he will take good care of them."

Steve Bassetto's Current Company Details
SB Financial Group

Sb Financial Group

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Financial Advisor and President
Appleton, WI, US
Steve Bassetto Work Experience Details
  • Sb Financial Group
    Financial Advisor And President
    Sb Financial Group
    Appleton, Wi, Us
  • Sb Financial Group
    Financial Advisor & President
    Sb Financial Group Feb 2007 - Present
    Appleton , Wi
    As a fiduciary, I help my clients maximize their earnings ability, minimize mistakes, and protect their hard-earned funds. I help develop strategic income and retirement planning for individuals and business owners. With over 25 years of experience in the financial industry, I help my clients eliminate doubt and build confidence in their financial decisions through an educational approach.
  • Self-Employed
    Financial Advisor
    Self-Employed Mar 2007 - Present
  • Stryde Savings
    Senior Advisor
    Stryde Savings May 2016 - Present
    I help business owners by identifying federal tax incentives. As a senior advisor at Stryde Savings, I offer this added service to my SB Financial clients to help them save on areas that include Cost Segregation to Property Tax Mitigation. I have helped many companies reduce expenses and obtain large federal tax incentives that would otherwise go uncaptured. My clients' average savings is over 190,000.
  • Fox Valley Connections
    Financial Advisor & Founder
    Fox Valley Connections Aug 2012 - Present
    Northeast Wi.
    I help a community of growth-minded individuals connect. I provide information, education and connections. As the financial expert and founder of Fox Valley Connections, I help prepare members for an increased capacity of success, developing their strengths and leveraging the group to overcome weaknesses and build confidence.
  • First Merit Bank (Formerly Citizens Bank)
    Vp District Sales Manager
    First Merit Bank (Formerly Citizens Bank) Dec 2004 - Feb 2007
    Sales Manager of Wisconsin
  • Associated Bank
    Investment Advisor
    Associated Bank 1994 - 2004

Steve Bassetto Skills

Estate Planning Financial Advisory Banking Fixed Annuities Executive Management Insurance Retirement Planning Sales Portfolio Management Iras Investments Mortgage Lending Finance 401k Investment Advisory Strategic Planning Financial Services Commercial Banking Wealth Management Life Insurance Mutual Funds Underwriting Strategic Financial Planning Risk Management Credit Consumer Lending Financial Analysis Disability Insurance Small Business Management Personal Finance Coaching Commercial Lending Retirement Mergers And Acquisitions Small Business Lending Loans Series 7 Employee Benefits Securities

Steve Bassetto Education Details

Frequently Asked Questions about Steve Bassetto

What company does Steve Bassetto work for?

Steve Bassetto works for Sb Financial Group

What is Steve Bassetto's role at the current company?

Steve Bassetto's current role is Financial Advisor and President.

What is Steve Bassetto's email address?

Steve Bassetto's email address is st****@****gnc.com

What schools did Steve Bassetto attend?

Steve Bassetto attended University Of Wisconsin-Oshkosh.

What skills is Steve Bassetto known for?

Steve Bassetto has skills like Estate Planning, Financial Advisory, Banking, Fixed Annuities, Executive Management, Insurance, Retirement Planning, Sales, Portfolio Management, Iras, Investments, Mortgage Lending.

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