Financial Advising near Glendale, WI

10 locations found near Glendale

“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!”

4.7 Superb51 Reviews

“My husband and I have been going to Michael Leist, EA (which stands for "Enrolled Agent" - higher than a CPA) for tax preparation for several years. We thought we'd try him after receiving a postcard for a lower rate than the $250 we were paying to a local tax firm for simple household tax preparation. Turns out, Michael Leist caught errors THAT firm was making for years costing thousands!!! Michael was most helpful in correcting the errors, filed corrected returns with the State for a modest fee, and recouped us a lot of money! We were hooked and have been going ever since. Michael gets a kick out of working with clients towards goals and progress relative to tax effectiveness because he knows the rules so very well. Now we are doing some investing with Michael Leist and that is going very, very well also. We will be doing more this year and years to follow. We could not be happier with The Leist Group. Plus the staff is helpful, responsive, professional and nice on top of it all! Instead of dreading tax time, as in the past, we look forward to it. Oh, forgot to mention that Michael Leist is a Mensa member, yet you'd never know what a smartie he is because he loves to laugh and have fun!!! Great guy! Great company!”

5 Superb16 Reviews

“I have been working with Matt for several years. In this time, I have found him to be deeply knowledgeable, responsive, thorough, and personable. He is a great asset in my daughter’s care and has made managing my interaction with Capital first a positive experience. I am incredibly happy with Matt and think he is an outstanding individual both professionally and personally.”

3.7 Good24 Reviews

“Every time I contact this business they are courteous, competent, and customer service oriented. The staff listens rather than talk making them better equipped to service my needs. The problem is that I then expect my interactions with other businesses to be on par and it is rare.”

3.1 Average35 Reviews

“ECU is amazingly warm welcoming community and although my business with them is limited I appreciate being treated so personally each time I come in to do a simple change exchange. I love this location and the staff deserve the recognition for being such a community help. Happy Holidays to the best!”

2.8 Average52 Reviews

“I love my bank, but it's the only bank I know that the lobby isn't open. That makes the wait time in drive through extremely long. You could wait an hour at times. The bank has a lot of good programs though to help people manage their money.”

1.8 Poor36 Reviews