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8:30AM - 5PM
N19W24200 Riverwood Dr #150, Waukesha
Financial Advising
“Came in to open an account and was greeted by a friendly lady at the front desk! She happily answered all my questions and I was out within 15 minutes! She made sure I had copies of all the account info and walked me through the app and online features. Very professional and knowledgeable.”
“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.”
“Literally waited on hold for over an hour for two days to speak to someone. I left a call back number. To have someone call me back and say that wasn't his department. Then he sent me back to the same waiting message. At this point they are going to lose out on a home loan just because they won't answer the phone.Edited after educators seen my review. They got ahold of me the same day. The manager was very helpful and friendly. Thank you for the quick response.”
“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.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“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”