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12 - 6AM 8AM - 6PM
12745 W Capitol Dr, Brookfield
Financial Advising
“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!”
“Juan Sanchez is my son’s trust officer and he has been an incredible asset to my son and entire family. His patience in guiding us through the process coupled with his sense of urgency when executing our requests is truly appreciated.”
“This location goes above and beyond for their customers and it's noted that's why I don't mind driving the extra distance although the Appleton Ave location is closest to me id rather drive to Center St location they go above and beyond to satisfy their customers keep up the great work Center St”
“I went in yesterday and was very well taken care of. This is my local branch and everyone is always helpful to me when I come in, and I feel very comfortable going in. Jesus was very personable while he helped me with some things on my account. I definitely recommend coming here to do your banking.”
“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.”
“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.”
“Educators is trying to stop using those bank slips I was told that if I don’t want to yell my person information out to write what I need on a piece of paper or come in. I don’t understand why take these way when some people don’t want to come in the bank all the time. And people don’t want to yell their personal information out. Educators please keep those bank slips!”
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“My wife and I have been taking our tax documents to Joyce for the last two years. She gets the done quickly and is a joy to work with. If you are considering a tax prep, look no further.”