Financial Planning Services

We’ll help you create a personalized financial plan to help you achieve your goals.

Find an Advisor
Near You

Associated Investment Services is dedicated to helping clients create a personalized, goal-based financial plan to meet their specific goals and objectives. The plan we develop is based on two key factors: where you are today and where you want to be tomorrow.

Your financial needs range from simple to complex, short-term to long-term, and each decision impacts your financial life both today and in the future. During your lifetime, your financial needs will evolve as you experience life changes—in your career, family, goals and plans. Planning for each stage of your life can help ready you and your family for a smooth financial transition no matter what life changes unfold.

Your Associated Investment Services financial advisor can help you establish a financial plan to meet your objectives and manage risks throughout your entire financial journey.

Financial Position
Ensuring your day-to-day banking needs are met including cash flow management, budgeting, financing major purchases and more.

Wealth Preservation
Utilizing tax strategies to maximize your income through tax deferral or reduction.

Wealth Transfer
Protecting your loved ones by establishing plans to distribute your estate, assigning a power of attorney, creating wills, trusts and more.

Charitable Giving
Continuing your legacy through charitable giving strategies. 

Brokerage & Advisory Services
Providing sound investment strategy to meet your goals and risk tolerance.

Retirement Strategy
Preparing you for a fruitful retirement through financial planning, insurance and more.

Business Needs
Working with you to manage your business needs through deposit, loan and employee benefits.

Risk Management
Assuring your family income is preserved in the untimely event of death or disability through insurance solutions.

Convenient Access

Associated Bank Locations

An Advisor can meet with you at any Associated Bank location throughout our footprint, in more than 100 communities in Illinois, Minnesota and Wisconsin or are available to meet via video or teleconference at your convenience.

AIS Guidance Call Center

Our call center allows you to access an Advisor quickly when needed. Advisors are available Monday through Friday, 8 a.m. to 5 p.m. CT at 800-595-7722.

Online Access

Wealthscape Investor℠ allows you to manage your brokerage accounts from anywhere - place trades, access account and market data, view transaction history, manage statement preferences and more.*

Speak with a financial advisor today.

Wherever you see yourself in the future, we’ll be here.

Find an Advisor
Near You

AIS Guidance Center
800-595-7722 
Monday through Friday, 8 a.m. to 5 p.m. CT

 

Frequently Asked Questions

Financial planning services can help you create a goal-based plan built around your hopes and dreams for today, and tomorrow. This financial blueprint will guide you as you make financial decisions, and help you understand how close you are to meeting your short-term and long-term objectives.

Our financial advisors can provide an overall, holistic illustration of your financial needs and objectives including retirement goals and savings, educational funding plans, survivor and estate needs as well as long-term care needs.

In addition, we offer advisory, brokerage and investment management services and risk management and insurance services.

It is never too early, or too late, to meet with a financial advisor. We believe that thoughtful financial planning at every stage in life is important and recommend that the earlier you start, the smoother each transition can be. You'll want to consider the following life stages:

Life Stage 1 (30-45): This is a time when managing your money and life’s decisions will be prudent for you and your family’s future.

Life Stage 2 (45-60): Now is the time to review your investments so you can close any gaps between the retirement income you need and the income you can expect.

Life Stage 3 (60+): Find the strategies that will help you make the most of the assets you've spent your whole life building and growing.



  • Associated Bank does not charge a fee to download our digital applications; however, transactional fees may apply. Carrier message and data rates may apply, check your carrier’s plan for details. Visit AssociatedBank.com/disclosures for Terms and Conditions for your service. (1406)

  • Investment, Securities and Insurance Products:

    NOT
    FDIC INSURED    		NOT BANK
    GUARANTEED    		MAY
    LOSE VALUE    		NOT INSURED BY ANY
    FEDERAL AGENCY    		NOT A
    DEPOSIT

     

  • SECURITIES AND ADVISORY SERVICES ARE OFFERED BY ASSOCIATED INVESTMENT SERVICES, INC. (AIS), member FINRA and SIPC. INSURANCE PRODUCTS are offered by licensed agents of AIS. Insurance products are the obligations of the issuing insurance companies. AIS is an affiliate of Associated Banc-Corp (AB-C). AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your advisors regarding your individual situation. Associated Bank and Associated Bank Private Wealth are marketing names AB-C uses for products and services offered by its affiliates. (1006)