Financial Services
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Join the move to progressive hometown banking – office in North Branch.

Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads.

First State Bank of Wyoming has proudly served the community since 1914. As a “full service” bank, it has provided friendly, personal and courteous service to the community. The staff totals over 500 years of employment at First State Bank of Wyoming.

First State Bank of Wyoming is one of the strongest financial institutions in the country with strong capitol, profitability and liquidity. In addition to being a well performing bank the community has rewarded the First State Bank of Wyoming by making it the largest FDIC insured depository in Chisago County. While it is an honor to be recognized as a superior financial institution our greatest joy comes from giving back to the community we serve. Each year we pledge to give back over 2% of our gross earnings to charities. We are proud to be a recognized member of the Minnesota Keystone Program and the Minnesota Gives Program.

First State Bank of Wyoming has played and important role in the growth and prosperity of the area. Now, more than ever, it is important to enjoy a friendly relationship with a sound financial institution. We hope you will allow us to show you the advantages of a “hometown” Bank!

Two offices to serve you:
26741 Felton Ave, Wyoming
6115 Stacy Trail, Stacy

Tracey Simonson, CFP®

 

We specializes in helping you with:  Investment Management, Retirement Planning, Employer Sponsored Retirement Plans and Financial Education.

Plan – Focus – Achieve 

Have a Plan. Prepare to Focus, to better Achieve your goals. 

Call us if you need us: 

651.462.7636

traceys@focusfinancial.com

 

Check the background of this financial professional on FINRA's BrokerCheck

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc. Entities listed are not affiliated with Royal Alliance. Securities products and services are not FDIC Insured – No Bank Guarantee – May Lose Value.


Lindgren Tax & Accounting, Inc. is your local income tax and accounting firm.  We are family owned and operated, and have been serving the Chisago Lakes and surrounding communities since 1970.

We offer various income tax, payroll, and accounting services on a full-time, year-round basis.

Members Cooperative Credit Union is a full-service financial institution where more than 48,000 members have come together to pool over $600 million in assets. Their confidence and continued support have made Members Cooperative Credit Union the largest credit union based north of the Twin Cities. We’re proud of our growth, but we’re more proud to continue the community-focused legacy our founders envisioned, and to empower new generations of members and their families.

If you're tired of high fees and impersonal service, we invite you to join Minnco Credit Union. We’ve been offering exceptional financial services to east central Minnesota for over 75 years!

Minnco offers savings, checking, online banking, mobile banking, direct deposit, mortgages, auto loans, Visa cards, Business Accounts, Business loans and much more.  Our North Branch office features safe deposit boxes, an ATM machine, an automatic coin counter, and sit-down teller stations.

Whether you need a personal or business account, Minnco can help!  With five offices and five ATMs within 30 miles, you're always in Minnco Country! Stop in for more information!

Neighborhood National Bank has been providing hometown banking services for over 50 years with offices in North Branch, Mora, Alexandria, Aitkin, and Brainerd.  Our employees are local, knowledgeable and able to help with all of your banking needs. We offer access to a vast network of ATMs plus online & mobile banking services that allow you to transact your banking when it’s convenient for you.

We help you reach your goals and dreams by offering financial solutions to households and businesses for Wealth Building, Asset Protection and Debt Freedom!

 

Primerica and its affiliates offer Life, Auto & Home, and Long Term Care Insurance, Mutual Fund Investments and Annuities, Retirement and Education Accounts, Legal Protection, Smart Home & Security, and Financial Needs Analysis."

 

We are building a team of professional financial service reps. If you are looking for side income or a career change, call us for more information. 


Stearns Bank was originally chartered in 1912 and was purchased in 1964 by Norman C. Skalicky, current owner and CEO. As a strong and stable employee-owned bank with over $1.4 billion in assets, we stand ready to meet your business & personal financial needs.

We offer a full line of financial solutions including: Free & Easy Checking, Business Checking & Money Markets, Business & Personal Loans, Home Mortgages, Insurance Services, and Equipment Leasing. Stearns Bank N.A. has banking locations in Minnesota, Arizona and Florida and a nationwide equipment finance division. We specialize in financing commercial real estate, rural development loans, affordable housing, and small business loans. Stearns Bank creates flexible finance solutions with a sense of urgency in getting the job done for you! Call one of our hometown bankers today.

Lobby Hours: Mon - Fri; 9 am - 5 pm; Sat: 9 am - Noon Drive-up Hours: Mon - Fri: 8 am - 5:30 pm; Sat: 8 am - Noon 24-hour Automated PhoneBank: 1- 877-899-2265 On-Line Banking: www.StearnsBank.com

Providing financial services for consumer and business. Located inside North Branch County Market.

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