Financial Advising near Sturtevant, WI

9 locations found near Sturtevant

“I can't express enough how impactful being an ECU member has been in my overall quality of life. Nearly all of my interactions with this financial institution have been positive, and it's greatly reduced my stress (and fees!) compared to people who have to go through......BANKS!”

3 Average58 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

“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.”

4 Good64 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

“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...”

3.3 Good37 Reviews

“Went to this educators today because I was having problems with the online app.. megan helped me.. she was great!! And it kicked me out again and went back in and she fixed it right away... thank you megan”

3.1 Average76 Reviews