Financial Advising in Brookfield, WI
6 locations found near Brookfield
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Financial Advising
Financial Advising
“Came in to open an account and was greeted by a friendly lady at the front desk! She happily answered all my questions and I was out within 15 minutes! She made sure I had copies of all the account info and walked me through the app and online features. Very professional and knowledgeable.”
Financial Advising
“My 401k plans have been with Fidelity since 2001! I like the free reviews they give to ensure you are on track. I've worked with a CFP to make financial moves that fit my situation of retiring soon. Options are explained, and you can determine how you want to work with them: they advise you, they can take the lead on managing your money, etc. I like how they explained options and choices and let me decide.”
Financial Advising
8:30AM - 5PM
675 N Barker Rd Suite #110, Brookfield
Financial Advising
Financial Advising
“I’m a CFO for a small business service company, and I began using Joyce Yarid CPA, Tax Advisory Group for my tax services after my wife and I purchased a rental property 5 years ago.I wanted to minimize my risk of error in the tax return reporting of the rental property. Joyce’s business is to know the tax laws and to apply them to provide optimal benefit and eliminate error and therefore audit risk. Joyce is of the highest integrity. Joyce cares about my financial success and stability, and she is not afraid to give me her opinion and advice. This frankness, that is Joyce Yarid, can, at times be hard to hear, but it is always sound finance counsel and coming from a professional who truly cares. She cannot allow herself to be “yes-person” and collect her fees to avoid 'hard' financial discussions. I always feel safe sharing my financial situation with her. I highly recommend Joyce for her tax and financial expertise and integrity!”