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Investment Services

Our goal is to help you reach yours.

At North Shore Investment Services, we believe there are no shortcuts to developing a smart investment program. It starts with getting to know your investment goals and preferences. Then we provide you with the information you need to make the right decisions. Finally, we help you carefully initiate the program we've laid out together.

Live your dreams.
Protect your family from the unexpected.
Enjoy the best things in life after retirement.
Contact a North Shore Investment Services Professional today!

Who it's for:

Anyone who wants to have peace of mind about a secure retirement, their children's college funds and well --- the ability to live your dreams.

What's in it for you:

An investment plan that is designed to meet your short and long term objectives with the peace of mind that you are taking control of your future, by planning today.
Ability to defer income taxes through investment in Tax deferred Annuities.
Insurance to protect you against the unexpected. Learn more about low cost Term Insurance.
You will receive expertise and guidance from one of our investment professionals. Learn more.

Additional Links:

Check out how Southeast Wisconsin companies fare against the market. Follow North Shore Bank Biz Times WI Stock Index. This regionally focused index is based on prices of publicly traded stocks of nationally listed companies headquartered in Southeastern Wisconsin.

Still have questions? We can help.

E-mail us.
Call us at 877.672.2265.
(8:30 am until 7:00 pm CST, Monday through Friday, 9:00 am until 5:00 pm CST, Saturdays, & 10:00 am until 3:00pm CST, Sundays)
Stop by your neighborhood branch.

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Phone: 877.672.2265

PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member FINRA/SIPC. Securities and insurance products offered by PRIMEVEST:
- The product is not a deposit or other obligation of the Bank and is not guaranteed by the Bank.
- The product is not insured by FDIC or any agency of the United States or the bank.
- There is investment risk associated with the product, including the possible loss of value.
View PRIMEVEST privacy policy and other important information.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

North Shore Bank does not guarantee the information listed on our 3rd party links. The material on these pages may change over time and North Shore Bank is not responsible for the content that appears on these pages.

North Shore Bank reserves the right to limit new accounts or loans to people residing within its market areas.