Steven Bassetto is the President and CEO of  SB Financial Group. He focuses on providing comprehensive financial planning services to individuals and small business in NE Wisconsin.

Steven has been in the investment and financial planning business for over 18 years. During his tenure with SB Financial Group, Steven has demonstrated success with his client base of  individuals, corporate executives and business owners.

By creating a financial plan tailored to meet each client’s needs, Steven strives to preserve capital and wealth. Through careful analysis and intensive research, he seeks long-term capital growth for his clients by investing in a selection of stocks, bonds and professionally managed mutual funds.

Steven’s Four Step Investment Process:

-Create a client profile to determine current and future financial goals and objectives.

-Formulate a customized asset allocation model based on short, intermediate and long term investment goals.

-Investment selection and active management.

Steven is committed to delivering his investment process with reliability, accountability and the highest degree of professionalism. He is also committed to building long term relationships based on his ability to serve the financial needs of his clients.

He holds the series 6,7,63 and 66 securities license and is a licensed insurance representative in Wisconsin. Steven is also a graduate of the Life Underwriters Training Council.

Steven and his wife Cassandra, reside in Neenah with their sons Karson and Kaden. He enjoys spending time with his family, physical training, golf and fishing.