Committed to helping our clients turn their aspirations and financial dreams into realities.
Investment products and services for every stage of life and all financial circumstances.
Our dedication is firmly rooted in our goal to provide high-quality financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.
Brokerage Account Login
Products and Services
- Stocks & Bonds
- Tax Advantaged Investments
- Mutual Funds
- Annuities
- Insurance Products
- Individual Retirement Accounts
- Business Retirement Plans
- Retirement Planning
- Education Planning & 529 Plans
- Professional Asset Management
- Investment Planning
Resources
Through our partnership with UVEST Financial Services, our clients have access to a wide array of financial and wealth management strategies, including services such as retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. UVEST is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and an FINRA member firm.
To learn more about these and other investment stategies contact your local PyraMax Bank branch or:
Greg Timmerman
Financial Consultant
(414)477-7925
gregory.timmerman@uvestmail.com
David S. Lex, CFP®
Financial Consultant
(414)570-3180
david.lex@uvestmail.com
Securities are offered by and financial consultants are registered with UVEST Financial Services, Member NASD/SIPC. UVEST Financial Services and PyraMax Bank are independent entities.
| Not FDIC Insured | Not Bank Guaranteed | May Lose Value | |
| Not Guaranteed by any Government Agency | Not a Bank Deposit | ||
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
