Cancel

Open app

Search

Town Bank

3.0 (2 reviews)
Open • 9:00 am - 5:00 pm

Services - Town Bank

Investment management

Personal banking

Town Bank Photos

You might also consider

Recommended Reviews - Town Bank

Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
Yelp app icon
Browse more easily on the app
Review Feed Illustration

8 months ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

7 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

Ask the Community - Town Bank

You might also consider

Verify this business for free

People searched for Banks & Credit Unions 1,480 times last month within 15 miles of this business.

Verify this business

Cove Financial Planning - Ben Smith, CFP® - Founder & Financial Planner

Cove Financial Planning

(1 review)

Historic Third Ward

My wife and I sought out help from Ben because we needed a way to remove the emotional aspect from…read moreour money management. Budgeting has never been our issue; we have always lived within our means. It was what to do with our savings and investments that we had questions with and felt like we couldn't, by ourselves, make sound decisions. We're in the early stages of building our family so there are a lot of life events ahead of us and Ben has been able to provide guidance on how to balance different goals. Along with that, working with someone who is un-biased and compassionate was crucial. It can not be understated how important it was to work with someone who is a fiduciary. We wanted nothing to do with fees, commissions or pressure. Ben has listened more than anything else. He feels like a partner, someone that we can trust and someone who truly wants my wife and I to succeed. He has given us the investment guidance we were in need of which has put us at ease knowing that we have an investment strategy. We're more than happy paying a monthly fee for the peace of mind and comfort we receive from Ben.

From the owner: Cove Financial Planning is a fiduciary, fee-only Registered Investment Advisor focused on…read morecomprehensive financial planning and socially responsible investment management. Cove has offices in Milwaukee, WI, Evanston, IL and Minneapolis, MN and works with clients virtually across the country. Their mission is to help individuals and families align their financial plan and investments with their future goals as well as their core values. Ultimately, they're here to help you Do Well While Doing Good!

Town Bank - banks - Updated May 2026

Loading...
Loading...
Loading...