Financial Advising near Sturtevant, WI

9 locations found near Sturtevant

“I'm HCP and have a hard time getting to the office. Your people there are very friendly and if they can help me in any way over the phone they will. It is very much appreciated on my end. So, to the associates that go that extra mile for their clients,
I thank you.”

2.9 Average48 Reviews

“My wife and I started meeting with Maria Fliess at Retirement Advocates in the fall of 2024 as my retirement was rapidly approaching. Working with Maria is an absolute pleasure for my wife and I as she brings perspective and experience to the table that is relevant to our individual retirement picture. Her process is very thorough, and she has provided us with a clear understanding of where we are financially today, and where we could potentially be in the future. Along with this she has given us many options to tweak and fine tune what we are doing, with zero pressure other than to do what we feel best. Every time we meet with Maria, she is prompt, professional, and always has our best interest in mind. Whenever my wife and I have been there for an appointment or unscheduled visit, we always leave feeling encouraged and more confident in our plans for our financial future.

If you are nearing retirement or even several years out, you owe it to yourself to give Maria Fliess and her team the opportunity to earn your business.”

4.9 Superb15 Reviews

“I have been a client of Mark's since 2010. I have full trust in Mark with my retirement funds. He treats you as he would treat his family. I've learned a lot about the market from him which has built my confidence in Mark even more. He's very knowledgeable and easy to work with. I would recommend Mark to anyone looking for a financial advisor.”

5 Superb8 Reviews

“Bought my 2017 Chevy 2500 crew cab from Schaeffer Auto Group and really appreciate the time they takes on finding me exactly what I wanted, a low Mileage southern rust free truck
!!! Will definitely buy again from Schaeffer Auto Group!! Thanks Tom”

5 Superb5 Reviews

“I deal with Mark Leeder from the firm. He is a very excellent accountant. I always ask for his advice before making any financial or tax decisions. He is very helpful and reassuring.”

3.7 Good13 Reviews

“We always have a great experience and support at ECU. Today was with Destiny Cruz-Nielsen, she was amazing! She helped us with many different things. She was very helpful, knowledgeable and we appreciate that she took her time to help us with all of our questions.”

3.6 Good57 Reviews

“Educators go above and beyond. I had out of state total accidents. They took all my stress by answering the many anixety questions I had. Thank you ? ? ?”

3.6 Good18 Reviews

“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...”

3.2 Average31 Reviews

“honestly gotta say love this place i as an autistic hothead very greatly appreciate the calm demeanor towards me when i come on storming about whatever problem i have this time not once have them not been able to solve my problem terrific people that do great work i would like to sorry for my anger tho i dont need to do all the yelling and i do and i apologize thanks for keeping me as a customer and i hope for many more years of banking though you!!”

3.1 Average66 Reviews