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Welcome to SBG Financial

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Thank you for spending some of it with us today!

SBG Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow and preserve our clients' wealth by delivering a professional level of personalized service and expertise.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you. 


About Us

SBG Financial is a full-service financial services and insurance practice headquartered in Oshkosh, Wisconsin. We primarily focus on assisting individuals and small businesses with retirement income planning, as well as advising in beneficial products that may help further preserve ones finances. The group was founded in 2010 by owners Bret Schaefer and Nick Behnke.

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Our Services

  • Individual & Small Business Retirement Plans
  • Stocks, Bonds
  • CD's, Mutual Funds
  • IRA's
  • 401k and 403b Plans
  • Fixed Income Ideas
  • Insurance Products
  • Fixed & Variable Annuities
  • Alternative Investments

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Contact Us

805 N Main Street
Oshkosh, WI 54901
Phone: (920) 233-7400
Map and Directions

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