Associated Bank

Banks, ATM Locations, Financial Services

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Today: 9:00 am - 5:00 pm

(262) 743-1600Call Visit WebsiteVisit Website Map & DirectionsDirections850 N Wisconsin StElkhorn, WI 53121 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Thu:	9:00 am - 5:00 pm
Fri:	9:00 am - 6:00 pm
Sat:	9:00 am - 12:00 pm

Associated Bank

Avoiding Probate
Designating a POD beneficiary is an excellent way of facilitating quick distribution of the money in an Account in the event of the death of the last Account holder. It may help you to avoid probate. If you have questions on POD arrangements and/or probate, consult with your attorney. To set up a POD beneficiary on your Account, ask your Associated Banker for the proper forms. The number of POD beneficiaries on an Account may help to increase FDIC deposit insurance coverage. See your Associated Banker for details.

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Places Near Elkhorn with Banks

Delavan (8 miles)
Como (10 miles)
Springfield (12 miles)
Williams Bay (12 miles)
Lake Geneva (14 miles)

More Info

Extra Phones

Fax: (262) 743-1601

Phone: (262) 743-1589

AKA

Elkhorn

Other Link

http://www.associatedbank.com

Categories

Banks, ATM Locations, Financial Services

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03/17/2017

Overall

Expertise

Location

Professionalism

I got some international charges on my card and an excessive transfer fee I contacted them and they were very understanding and put all the money right back in my account they don't require a minimum balance and offer overdraft protection which has came in handy more than once the app is also very simple and a great way to make sure you don't get any unknown charges

Details

Phone: (262) 743-1600

Address: 850 N Wisconsin St, Elkhorn, WI 53121

Website: http://www.associatedbank.com

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Associated Bank

Avoiding Probate
Designating a POD beneficiary is an excellent way of facilitating quick distribution of the money in an Account in the event of the death of the last Account holder. It may help you to avoid probate. If you have questions on POD arrangements and/or probate, consult with your attorney. To set up a POD beneficiary on your Account, ask your Associated Banker for the proper forms. The number of POD beneficiaries on an Account may help to increase FDIC deposit insurance coverage. See your Associated Banker for details.
Roth IRA
The Bank offers a variety of products for IRA, Roth IRA, HSA and CESA plans. Please consult a professional tax specialist for IRS rules governing HSAs, CESAs and IRAs (including differences between Traditional IRA and Roth IRA tax treatment and potential IRS penalties on funds withdrawn from such plans).
Tax Deductions
As you pay off your mortgage, you build equity—the difference between your home value and loan amount. A home equity line of credit lets you use that equity to make purchases. The advantage of a HELOC over traditional loans or credit cards includes competitive rates, low closing costs and possible tax deductions. Consult your tax advisor.
Income Tax
*All annuities are subject to the claims paying ability of the insurer. Ordinary income taxes apply to withdrawals of earnings. Withdrawals prior to age 59 1/2 are generally subject to a 10% IRS penalty tax. Consult your tax adviser to consider your personal tax circumstances.

Investment Management
Associated Bank and Associated Bank Private Wealth are marketing names AB-C uses for products and services offered by its affiliates. Securities and investment advisory services are offered by Associated Investment Services, Inc. (AIS), member FINRA/SIPC; insurance products are offered by licensed agents of AIS; deposit and loan products and services are offered through Associated Bank, N.A. (ABNA); investment management, fiduciary, administrative and planning services are offered through Associated Trust Company, N.A. (ATC); and Kellogg Asset Management, LLC® (KAM) provides investment management services to AB-C affiliates. AIS, ABNA, ATC, and KAM are all direct or indirect, wholly-owned subsidiaries of AB-C. AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your advisors regarding your individual situation.
Mutual Funds
The presence of an HSA account or the presence of an investment account(s) including annuities, mutual funds and brokerage accounts for customers of Associated Investment Services (AIS).

Accounting Services
Payroll Services

Retirement Planning
Retirement planning —The sooner you start saving for retirement, the more time your money has to grow. Choose from several options to put your retirement on track.
Annuities
An annuity is a contract with an insurance company that can be funded with a lump-sum or a series of payments. The contract can offer growth opportunities through a fixed/guaranteed rate of return, a return linked to the performance of market indexes, or unlimited growth based on market performance of underlying investments. Annuities also allow the contract value to be turned into a lifetime income stream and can offer protections that ensure the full amount of premiums paid (at a minimum) are returned to beneficiaries at the time of the owner’s death.
Long Term Care
Asset Management

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