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Most banks try to serve the masses, but we believe focus yields better results for you and for us. With a unique combination of strategic solutions, expertise, and unmatched service, we help businesses and individuals with sophisticated financial needs. Whether you’re an entrepreneur with a brilliant idea, a business owner with a proven track record, a driven individual investing wealth, or a retiree reducing your risk to live the life you’ve always envisioned — we can help you achieve your personal idea of success. Our experts plug in as indispensable partners focused on realizing your financial strategy.

HELPING BUSINESS OWNERS THROUGH ALL BUSINESS LIFE CYCLE STAGES

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Growing or Managing a Business

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Leading an Established Business

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Building and Managing Personal Wealth

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Enjoying Personal Retirement

Resources & Events

Quarterly Market Review Q3 2019

As the record-long expansion continued in the 3rd quarter, the impact of the trade conflict with China was evident throughout the quarter as manufacturing data softened, exports and global trading…

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AGILITY: IT’S NOT JUST FOR ATHLETICS ANYMORE

Recently I was on my bike riding past a marshy area when I saw a red-winged blackbird attacking a sandhill crane. It reminded me of something I see much more…

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Lessons Learned: Successfully Leading An Organization & Building Your Personal Wealth - Milwaukee

A WOMEN IN LEADERSHIP PANEL First Business Trust & Investments is pleased to welcome you to a dynamic panel discussion and Q&A with local female executives about the challenges and…

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7 Tips for Choosing a Wealth Management Firm

By Brendan Freeman, President, First Business Trust & Investments Note: This article was first published in Enlighten™ magazine. Download a copy today and you’ll also receive future editions.  When choosing…

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Success Story: The Business Matchmaker

You know how it feels when something is just right? You can’t explain it, but it’s just destined to happen — it’s that perfect. Now imagine that you have the…

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Solve These 4 Common Business Challenges With Factoring

By Bill Elliott, President, First Business Growth Funding As market volatility and other signs of potential economic slowdown continue to rear their heads, many business owners are beginning to prepare…

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