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8:30AM - 4:30PM
W182N9606 Appleton Ave Suite 101, Germantown
Investing
“My wife and I choose to bank at Town Bank in Menomonee Falls because of their superior customer service. We're treated warmly, as humans (not just another number), and never feel rushed. I wish every bank treated their customers this way and I highly recommend their services to you and yours!”
“I have banked at many different banks and this is by far the best bank I have ever been too! Everyone is really friendly and efficient! I have also never had to wait!”
Investing
Investing
Investing
Investing
“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.”