Steve Bassetto Email and Phone Number
Steve Bassetto work email
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Steve Bassetto personal email
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."
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Financial Advisor And PresidentSb Financial GroupAppleton, Wi, Us
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Financial Advisor & PresidentSb Financial Group Feb 2007 - PresentAppleton , WiAs 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.
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Financial AdvisorSelf-Employed Mar 2007 - Present -
Senior AdvisorStryde Savings May 2016 - PresentI 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. -
Financial Advisor & FounderFox Valley Connections Aug 2012 - PresentNortheast 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.
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Vp District Sales ManagerFirst Merit Bank (Formerly Citizens Bank) Dec 2004 - Feb 2007Sales Manager of Wisconsin -
Investment AdvisorAssociated Bank 1994 - 2004
Steve Bassetto Skills
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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Steve Bassetto
United States
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