Financial Advising near New Berlin, WI

“The customer service was absolutely amazing. I came in a few minutes before closing, and instead of being upset at me, Jenna was VERY helpful. She greeted me with a smile, efficiently completed her job, and had an overall very positive attitude”

“I have been using Acc-U-Rite Tax Service for years. They are extremely knowledgeable and professional while being welcoming and caring. It's great to be able to walk in, wait just a bit and have your taxes done for you with a professional. In just minutes your taxes are completed and filed for you. All my questions are answered and I am confident I that I am leaving with an excellent job.”

“Dave Goetz and Ewald Fleet Solutions have been our "go to" leasing company for a number of years. We are able to count on Dave and his team to provide us with the right leasing solutions for our sales team. We look forward with continuing to partner with Ewald Fleet Solutions on future leasing needs.”

“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 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.”

“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!”

“This is the second year I have used this Insight Accounting for my small business taxes. Both years I have been 100% satisfied with their service. Joe went over and above last year during the Pandemic helping find grants for us.This year, I worked with Paula, and she was fantastic! She was very responsive to any inquiries I had and the team pushed through to the end to make sure we were able to file on time.Their prices are reasonable, they are responsive even after tax season. If I have a question mid year, I know I can reach out to one of them and get a quick response.Highly recommend!Elizabeth ClothierETC Insurance Agency, LLC”

“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 have been going to Educators credit Union when it was a tiny credit union for Aurora employees. Now that was 30 years ago. I can’t say that with all the internet and app development, that things are not as they were 30 years ago. But I do get explanations about why, this or that is happening online to my account. There’s really only so much that they can remedy for customers. All I know is these employees are very dedicated to their work and their customers. Credit unions belong to the people! Banks belong to millionaires. For example, I went into kwik trip to withdraw MY money out from their ATM, and I dropped my keys and some change , by the time I got up to retrieve the cash waiting for me, it sucked it back into the ATM and I was never able to get my money back again. The bank who owned the ATM told me in no uncertain terms could I retrieve it back from them. Even if they had a surplus at the end of the night. But the worst part was that they actually sucked the money back in, and they didn’t put it back in my account?! No! That would be the decent, moral thing to do. They actually robbed me in broad daylight because they can. I never knew 10 seconds of bending down to retrieve my car keys and some change, would cost me $800! I cried all the way home. I will never give a bank one penny ever! Thank you to credit unions for helping the people who punch in and out every day for decades and help our families, and communities have some dignity.”

“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!”