Financial Advisor And President
Sb Financial Group
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Steve Bassetto Email & Phone Number
Financial Advisor and President
at
SB Financial Group
1 work email found
@sbfgnc.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor and President
Location
Appleton, Wisconsin, United States
Who is Steve Bassetto? Overview
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Quick answer
Steve Bassetto is listed as Financial Advisor and President at SB Financial Group, based in Appleton, Wisconsin, United States. AeroLeads shows a work email signal at sbfgnc.com and a matched LinkedIn profile for Steve Bassetto.
Steve Bassetto previously worked as Financial Advisor & President at Sb Financial Group and Financial Advisor at Self-Employed. Steve Bassetto holds Ba from University Of Wisconsin-Oshkosh.
Company email context
Email format at SB Financial Group
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{first}@sbfgnc.com
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AeroLeads found 1 current-domain work email signal for Steve Bassetto. Compare company email patterns before reaching out.
Profile bio
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."
Listed skills include Estate Planning, Financial Advisory, Banking, Fixed Annuities, and 36 others.
Current workplace
Steve Bassetto's current company
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7 roles · 33 years
Steve Bassetto work experience
A career timeline built from the work history available for this profile.
Financial Advisor & President
Current
Sb Financial Group
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.
Feb 2007 - Present
Financial Advisor
Current
Mar 2007 - Present
Senior Advisor
CurrentI 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.
May 2016 - Present
Financial Advisor & Founder
Current
Fox Valley Connections
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.
Aug 2012 - Present
Dec 2004 - Feb 2007
Investment Advisor
1994 - 2004
~10 yrs
1 education record
Steve Bassetto education
FAQ
Frequently asked questions about Steve Bassetto
Quick answers generated from the profile data available on this page.
What company does Steve Bassetto work for?
Steve Bassetto works for SB Financial Group.
What is Steve Bassetto's role at SB Financial Group?
Steve Bassetto is listed as Financial Advisor and President at SB Financial Group.
What is Steve Bassetto's email address?
AeroLeads has found 1 work email signal at @sbfgnc.com for Steve Bassetto at SB Financial Group.
Where is Steve Bassetto based?
Steve Bassetto is based in Appleton, Wisconsin, United States while working with SB Financial Group.
What companies has Steve Bassetto worked for?
Steve Bassetto has worked for Sb Financial Group, Self-Employed, Stryde Savings, Fox Valley Connections, and First Merit Bank (Formerly Citizens Bank).
How can I contact Steve Bassetto?
You can use AeroLeads to view verified contact signals for Steve Bassetto at SB Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Steve Bassetto attend?
Steve Bassetto holds Ba from University Of Wisconsin-Oshkosh.
What skills is Steve Bassetto known for?
Steve Bassetto is listed with skills including Estate Planning, Financial Advisory, Banking, Fixed Annuities, Executive Management, Insurance, Retirement Planning, and Sales.
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