Financial Advising near Germantown, WI

“I've had nothing but a great experience here!

Having recently retired, my 401k didnt allow small distributions from the account - it was all or nothing. I was so worried just moving it out of my 401k - let alone chopping it up and moving it around again! As it sat in a 401k for years, i just didn't feel real. But now that I needed to move it so I could get some access, there are just so many things that can go wrong: from lost mail, electronic transfers getting messed up, etc., to flatout getting ripped off! Jacob Becker made it very painless and simple.

I know they deal with much bigger accounts than mine so I imagine it can be easy to lose sight of how big of a deal it is to a customer of any size. I never got that feeling from Jacob and as a bonus, there was zero pressure to buy something!

Prior to working with Scwab, i was talking to a non CFP at a bank, i was immediately steered to an insurance annuity product that had some guarantees but it wouldn't be insured, had costs to deal with and there was some downside risk. It didn't feel like any sort of scam, it just wasn't clear if this was best for me or the bank!

Jacob cleared up a lot of my questions and made it very easy and a great experience all around.”

“Joyce took my complicated tax situation and simplified it quickly and efficiently. She is very knowledgeable and the prices are extremely reasonable. I will definitely continue to do business with Tax Advisory Group going forward!”

“In general credit unions are better than the big three banking conglomerates that control 80% of all North American banking, the ones that tanked our economy in 2008 then rose back to profits by imposing incredible fees and interest charges on the taxpaying customers that bailed them out ....oh my gosh Rohan get a hold of yourself. Okay, in general credit unions and savings and loans are better than the big banks for fees, service, and integrity. Even among credit unions, I find Educators to be better than the others because of the number of branches in the area and the helpful friendly workers. Even among the Educators credit union branches, I find this one to be better because it's roomy, I never have to wait long, parking is easy. As with the other Educators Credit Unions branches there's complimentary coffee. Educators helped me with a bathroom remodel loan, and two car loans. I've had problem free checking and savings accounts for years and they've never crashed my nation's economy.”