Financial Advising near Menomonee Falls, WI
16 locations found near Menomonee Falls
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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
Financial Advising
“Very nice, clean, friendly, genuinely happy to see you and serve you place of business. Extremely professional and beautiful kind hearted staff that are abundantly helpful. Member, Finance Representatives, Shanise and Keyosha big thumbs up. And to all the rest of the staff there Thank you.”
8:30AM - 5PM
N19W24200 Riverwood Dr #150, Waukesha
Financial Advising
“These guys are constantly checking your investments for the best growth potential. The more volatile the market is the more times they check. My wife and I just met last night with Mike and he is very thorough. Great place”
Financial Advising
“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.”
Financial Advising
“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.”
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.”
8:30AM - 3:30PM
W182N9606 Appleton Ave Suite 101, Germantown
Financial Advising
“Am a retired 30 year plus broker. Trading options is my passion. Dropped many checks off during the day for deposit. Found Jacob to be professional, courteous and prompt as the checks are in my account ready for trade by the time I get home”
Financial Advising
Financial Advising
Financial Advising
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!”