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Your Money. Your Mission.

Wherever you are in your life or the life of your business, we’ll work together to understand your goals; matching the right banking and wealth services to help you complete your mission.

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I'm interested in services for

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Products and services to meet your needs

We are committed to understanding your priorities and helping create a plan to best meet your financial goals.

  • Estate Planning

    An estate plan is simply a strategy to take care of the people you care about – including yourself.

  • Private Banking

    As a private banking client, you’ll have solutions designed for your unique lifestyle and future plans.

  • Retirement Plan Services

    Become an employer of choice with a retirement plan tailored to fit your organization's overall benefits program.

  • Business Accounts

    Manage your cash while gaining optimal returns with solutions based on your business needs.

  • Business Loans

    Flexible financing options to help make your business dreams a reality.

  • Merchant Services

    Accept cards as a payment method and process payments quickly, accurately and securely.

  • MyJFG Business

    Handle your banking with convenient digital online and mobile baking solutions from the office, home or on the go.

  • Business Credit Cards

    Multiple card options giving you the flexibility and purchasing power you need to manage your business.

  • Fraud Prevention

    Prevent fraud by combining our solutions with best practices.

  • Commercial Loans

    Flexible financing options to help make your commercial dreams a reality.

  • Payables Management

    Reduce your risk and the costs associated with disbursing funds using tools such as ACH payments and wire transfers.

  • Fraud Prevention

    Prevent fraud by combining our solutions with best practices.

What's happening at Johnson Financial Group

Todd Shaffer on the Your Money. Your Mission. Podcast
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Why partner with us?

We couldn’t be prouder of the legacy we’re building. Proud of our longstanding commitment to our communities. Proud that our expertise has put us at the top of our class. Proud to be a workplace of choice for our dedicated associates. And most of all, proud to represent a family whose deep roots in Wisconsin have allowed us to build relationships with so many people and businesses in the state we love.

  • burgundy state of wisconsin icon

    # 1 Privately Owned Bank in Wisconsin

  • burgundy hands with heart icon

    #14 Most Philanthropic Company in Wisconsin

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    One of the Largest Privately Owned Investment Advisors in Wisconsin

  • burgundy award icon

    Recognized as a Top Workplace Four Years in a Row

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Let's find your perfect match

Tell us a bit about your needs and we'll match you with an advisor.

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Colleen Aegerter

Colleen Aegerter

Wealth Fiduciary Assistant