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Investments

Taking Your Finances Further

Financial planning looks different for everyone. Woodford State Bank’s financial planning partner, Tom Stauffacher, can help you clear up some of the questions you may have and guide you toward realizing your financial goals.

Investment services include:

  • Financial planning
  • Saving and investing
  • College savings
  • Retirement planning
  • 401(k) rollovers
  • Roth IRAs
  • Traditional IRAs
  • Annuities
  • Life insurance and long-term care insurance
  • Investment management

Drop by the Monroe branch Thursdays between 10 a.m. and 4 p.m. or contact Tom directly to make an appointment.

Hello

Our Investments Partner

Thomas Stauffacher
Thomas L. Stauffacher Financial Planning Partner Monroe Email Thomas 608-287-4216

Building Better Futures, One Home at a Time.

Ready to build your future? Connect with our team and discover the perfect mortgage solution for you.

Rory Maurer

VP - Mortgage Lender | Monroe Branch

(608) 329-2054 | NMLS ID: 523674

Michelle Davis

VP - Mortgage & Commercial Lender | Monroe Branch

(608) 329-2067 | NMLS ID: 463073

Kasey Bruehlman

Mortgage & Consumer Lender | Monroe Branch

(608) 329-2072 | NMLS ID: 1696025

Debra Severson

VP - Branch Manager | Blanchardville Branch

(608) 523-4217 | NMLS ID: 423470

Diedre Neis

Mortgage & Consumer Lender | Darlington Branch

(608) 773-3023 | NMLS ID: 820415

Contact Us

MEMBER FDIC and EQUAL HOUSING LENDER

Let’s Bring Your Business Vision to Life with the Right Financial Support.

Stronger Businesses Mean Stronger Communities. We share your entrepreneurial spirit. Whether you’re just starting your business, growing a non-profit organization, or looking to expand any existing company into new markets, Woodford State Bank has deposit accounts, lending solutions, and other services to suit your needs. We are your full-service business partner.

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MEMBER FDIC

Making Connections

I want to thank each and every person that I have been in contact with during my refinance and transfer of my home loan. During a stressful time for our world, this was made easier by the wonderful and efficient employees at Woodford State Bank. I feel content and secure knowing our forever home is in your hands!

Pam
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