CSB Wealth Management for Business

CSB Wealth Management

CSB Wealth Management is located inside of Community State Bank's Headquarters in Union Grove and was formed to help you define and implement a suitable financial plan for your specific situation. CSB Wealth Management is supported by the resources of LPL Financial, the nations largest independent broker/dealer.* As your LPL Financial Advisors, our primary goal is to assist clients in creating greater financial stability for your family, business and personal situation.

Our CSB Wealth Management Team is available to discuss your financial needs by phone, email, virtually or in-person.  If you have any questions about your current financial situation or wish to schedule an appointment please submit a form below or contact our team members directly by using their contact information below.

broker check


Please Note: Do not enter any non-public, personal information, such as account numbers, or social security numbers in the contact form. Thank you.


Sara Putz
Sara Putz VP Wealth Management

Sara Putz is a 30-year native of Union Grove and brings with her over 14 years of experience as a financial advisor. She also specializes in goal based financial planning with an emphasis on generating income. 


Table of Investments Disclaimers
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value