If you are looking for someone who is consistent, affordable & personal; You've found the perfect…read moreperson. We started going to Eric Collins over 8 years and will never go to anyone else. I have referred so many people to him, and they all end up staying with him. Eric is very knowledgeable and able to answer any questions we have. All you have to do is provide him your paperwork and he takes care of the rest. The services you receive, along with his fair pricing; We STRONGLY recommend going to him! 608-661-5503/CollinsTax.wi@Gmail.com Appointments required: M -Thurs 10 a.m. - 8 p.m. Fri 10 a.m. - 4 p.m. Sat 10 a.m. - 5 p.m. Sundays, by appointment Additional evening & weekend hours are available by appointment

I haven't yet heard back after leaving a voicemail six days ago, so that doesn't exactly instill…read moreconfidence in me. Thankfully, Beckett Tax was able to meet my needs, so if Collins calls back it will be too little, too late.

Competent, confident, trustworthy and client centered…read more Have 100% trust and assurance in their professionalism. Highly recommend

We have been with the Capital Group for nearly 20 years. We have been extremely delighted with the…read moreservices provided by John Litscher and his team. His weekly bulletins provide valuable information and their seminars are often of interest. John and his team are very accessible via e-mail or phone calls. We have seen steady and impressive growth in our portfolio over the years. He and Colleen are able to provide thorough explanations as to how and why we should be investing in certain financial products. As we have eased into retirement their advice has become even more invaluable regarding RMD, taxable income, long term health insurance and Medicare issues we need to be considering. We have never felt rushed or pressured into making decisions about our finances until we have all of the facts. We are just so grateful for all of the work being done on our behalf by the Capital Group.

Customer Service in bank and online is always supportive…read more It would be welcome to add an additional verification number check for their online banking - and to open a bank in Sun Prairie!

Ive been a member since 2016. I've never worked with an institution before that truly cares for my…read morefuture. The entire staff is warm and friendly! Recently Laura helped me with a new loan . She listened and understood my personal needs . Thank you to the entire team! Feels like family and looking forward to the future ! If you're not a member and looking for a loan apply with MCU . I promise they will try everything to help you no matter the circumstances!

I can recommend this financial resource without reservation. In fact, as a physician in practice…read morefor over 30 years, I can honestly say that Mr Ziety's services were the single most useful membership benefit I derived from the Wisconsin State Medical Society. The financial landscape facing a physician can be a challenging one, a river with many currents each of which could have profound impacts on the optimization and safety of one's financial security. Mark walked us through this confusing minefield in a logical, thoughtful, and impactful way. He did so while being very patient with our many questions and, frankly, our anxiety. It is obvious he has a deep and powerful understanding of the laws, rules, and implications of investment, taxation, and management choices. Many of his recommendations were IMMEDIATELY actionable and saved us 10's of thousands of dollars. I would, and do, recommend Mr. Ziety to all my physician colleagues, (especially my younger ones...I wish I would have engaged WisMed Finacial many years ago). But if you are nearing retirement and have developed a significant portfolio, it is perhaps even more important to bring order and efficiency to the fruits of your years of labor and seek the professional expertise of someone with Mr. Ziety's skillset. Because it is important to consider, I found WisMED's managements costs to reasonable, especially when compared to the industry at large (I did my due diligence by exploring many of them and their cost structures). I believe it to be a good value proposition. It is obvious that Mr. Ziety has a profound understanding of the issues at play for high net worth individuals, takes his fiduciary responsibilities seriously, and brings integrity to his workplace. I recommend without reservation.

Highly recommend working with Tyler. Prompt responses and always friendly and professional…read more Lowered my car insurance and explained everything very well. Felt very well taken care of.

Very helpful! Always make my requests go smoothly in a timely manner. Highly recommend!!read more

We have been nothing but happy with the wise counsel we have received. Very knowledgeable,…read moreespecially about WRS. Our advisor took all the time needed to answer our questions. My wife is an Econ PhD so knows BS when she hears it. We have been to other advisors just interested in selling products. WDS acts as a fiduciary and takes that responsibility seriously. We have mostly used pre retirement advising so can't really speak to the performance of the funds. The strategy makes sense to us, the rest is the market.

I took the retirement seminar that WDS presents through UW-Extension and was very impressed with…read morethe breadth and depth of information. The materials were very helpful as the pace of the class is fast due to the amount of information being provided. There was no pressure at the class to meet with an advisor but I chose to receive the complimentary review of my situation. I met with Kyle French twice and he did a comprehensive review of my positions and went over the results clearly and without pressuring me to sign up with WDS. I am not currently a client so cannot speak to the investment performance.

We have been with Oakbank since it opened. Whether I talk with agents in person, or on the phone,…read moreI am always pleased with how efficient and cordial the interaction has been. The online services are top notch. However, their agents are their the secret ingredient.

Oak bank rocks! I like that they are locally owned. The offer a high level of customer service…read more Their rates (loans and deposits) are competitive. Again, their customer service is top notch. Everyone is extremely helpful and friendly. You get the impression they really appreciate your business. I am currently in the process of refinancing my house. The process has been painless, efficient, and I am extremely pleased with the interest rate. Added bonus - fresh baked cookies in the lobby every day!

Jackson was so gracious, thorough, and helpful in navigating through the millions of questions I…read morehad about filing taxes for a new business I started. He took the time after business hours to answer all of my questions. Highly recommend!

Jackson was great to work with and very thorough in answering my questions. He helped me make sure…read moreI caught every possible break. He was also easy to reach on both the phone and email. I highly recommend Masters tax prep! Thanks Jackson!