Financial Advising near Menomonee Falls, WI

“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.”

“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”

“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!”

“Kathy and Elaina up front were both incredibly helpful. Had paperwork for our accounts we needed assistance with and they helped us from start to finish. All in all made the process easy and set clear expectations on where and who to contact if any issues came up. Will definitely stop in this branch if we need help again!”

“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.”

“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.”

“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.”

“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.”

“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.”