Financial Advising near Oak Creek, WI

“I had a very positive experience at the Oak Creek branch with Conan B. He was professional, patient, and thorough in answering all of my questions. His clear guidance and attentive service made the banking process seamless.

It’s refreshing to work with someone who clearly cares about their customers and takes the time to explain things thoroughly. I’m grateful for the outstanding service and would much rather make the drive to Oak Creek than return to my usual “home” branch on Loomis, where I previously experienced unhelpful and condescending service from Aldia.”

“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.”

“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”

“What awesome customer service! After my wife died I went in there and found everyone to be helpful, compassionate, and understanding. Thank you for making my first visit there alone so pleasant.”

“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.”

“I have been banking with educators for about 3 years, I use the rapids drive office cause they know me well there, they have always been very good to me, and always helped me out when I needed it most. Kayla is the best at what she does, all the employees are very polite and helpful... I personally would not bank with a bank, I will be a educators customer for life...”

“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.”