Insurance- yep not the sexiest thing to talk about but you simply have to have it. I've read in…read moreseveral financial columns, magazines and online that it's smart to review your coverage every once on awhile. I recently received my annual homeowners renewal notice and decided now would be a good time to shop around. Especially since they were increasing my premium- not a huge increase but nonetheless an increase and like everyone I want to be smart with my money. I decided to call an independent agency as they will do all the leg work for you, compare companies and find the best coverage for your situation. I called Philleo Agency Insurance in Brookfield and what a stroke of luck that was! Jenna Starr took my call and listened to what I needed. She asked me many detailed questions about my home and current coverage. Then she asked me to send over my current insurance company's declaration of coverage so that she could do a thorough comparison. After 3 days Jenna called me and was excited to tell Me she found me some great coverage, for BOTH my home and car, much more than I currently had and for less money. She emailed me The paperwork so we could review it. Then a few days later we met in her office and went over all the coverage and numbers. I was amazed at the increase in coverage including a one million dollar umbrella policy and it cost me much less- Than I was currently paying. The company I am now with is A+ rated too. Philleo is a small agency and I like the fact that they actually have an office that I can walk into and talk to my agent. I also like that when I call a human picks up the phone- none of this "press 1 if you want blah blah blah..." sometime I just want to talk to a person! They truly know the meaning of customer service. The personal touch was evident in all our conversations. I certainly hope I will never have to call Jenna with a claim BUT if I do, I know I will be well taken care of. Jenna handled everything even cancelling my current policy. It was a total "No-brainer" MORE Coverage for LESSI money. I am so happy I finally reviewed my current home and auto policies and that I called Philleo Agency Insurance. If you need insurance (and you do!) or if you need to review your current policies ( and you should!) then give Jenna Starr at Philleo Agency Insurance a call. Your wallet will thank you ;)

This was my first time seeing our insurance entirely on my own so I was worried about how…read morefrustrating it would be. However, Jessica Beaman and the business is amazing. She responded quickly to my calls and emails. I felt that I understood the entire process and received the best deal. I greatly appreciate how kind and helpful Jessica was while we went through the different steps. It would highly recommend this business (and Jessica) to anyone seeking out assistance finding insurance coverage. Insurance is not easy to understand but I feel much more knowledgeable now. Someone else recommended this business to me and I'm very grateful that they did!

Left a review of this insurance company back in June after dealing with one of their clients who…read moretried to lie and cheat the system. It was PROVEN the client lied and the insurance company eventually paid out what was owed to cover the cost of repairs caused by Ziegelbauer's client. This was the response 6 months later that I just received today (12-1-19). Clearly he doesn't go back to look how things went with his clients since this matter was resolved two months ago. I also left a review TWICE on his website that had been deleted both times....hmmmm....seems pretty shady to me. I'll pass on trusting this company. Is this REALLY the type of insurance agent you want for your friends and loved ones???

I was recently in an accident.... From the highway I called…read moreKayla at ziegelbauer ins. She filed my claim that afternoon and in less than 1 week I had a check in my hand... She is wonderful lady to work with.. I've been with ziegelbauer ins for many years and I feel so fortunate to have access to this kind of caring.. Customer service and guidance .... You can't go wrong!!!!! Call Kayla!!!!!! Thank you Kayla.... Kevin zilis

Excellent service, and fast turnaround. Their attention to detail, coupled with years of…read moreexperience, makes them a great accounting firm. Highly recommended.

TERRIBLE EXPERIENCE with State Farm and this agency. Apparently it's a good business practice for…read moreyour auto insurance provider to make a clerical error that cancels your auto coverage, ADMIT the error was entirely THEIR fault after reviewing emailed Proof, Learn that you were in an accident, then refuse to correct their wrong doing and leave you holding the bag!!! Save yourself the headache by finding a coverage provider that actually cares about their customer, Pays Attention to Detail!!!, Values Ethics in their business transactions, and Stands by their word. I've always heard insurance horror stories from others, Never knew I would experience one first hand. Thank you very much State Farm, YOU EXCELL IN MISTREATING LOYAL CUSTOMERS !!! I'll be sure to continue share my experience to all that will listen!

Alex is a great agent to work with and also a great person. He'll go out of his way to assist you…read more I can't say enough good things about him or his business.

I anticipated nothing but problems signing up for insurance, but once I got Sadie and her team to…read morehelp it was completely stress free. They did all the hard work for me.

WIHIA helped our business in a big way. We were using a different agent who was only able to quote…read moreus a few plans, and we weren't terribly impressed with the one we had. We had problems with the company and the old agent couldn't really do much to help us. We switched to Wisconsin Health Insurance Advocate and Sadie was able to quote us more plans we hadn't been told about before, and got us enrolled in a co-pay plan that the employees like better and costs the business less. She's even helping us figure out how to negotiate down an employee's medical bill that seems to have an error on it. When we had new employees she responded to our request for help in no time at all. I've never met someone more knowledgeable about this insurance market, or more consumer-focused, and I work in healthcare!

I love this place! Every time I call, they know who I am. (Is that I good thing?) I love talking to…read moreall of the staff here they are all so friendly and helpful. I will not insure my vehicle anywhere else even if it were to be cheaper! Use this location for all your insurance needs-- they treat you like family. (like, the nice family, not the mean in-laws)

Better coverage for less money. Enough said…read more But if you need more info: Adam learned about my needs, answered all my questions, and handled all the details for me, including canceling my existing 3 policies from 2 different companies. And having Adam nearby makes getting service easier without having to explain my problem and/or who I am to multiple people or having to authenticate my identity with passwords I can't remember.

"Ok I'll bust out the crayons for you"…read more My ex-husband and I went to them to help us with our 2018 taxes after our divorce was final. It was our first time using an accountant, so we had no idea what to expect cost and service wise. First, our final preparation fee was twice what we were quoted. We paid $815. Second, the amounts of what we owed/were refunded fluctuated by hundreds multiple times. Even before they sent our taxes to the IRS, the amounts changed. Nervous, we went ahead and let them file our taxes. When we received notification from the IRS that our taxes were filed incorrectly, we contacted them and asked them to help us understand what had happened. In the text exchange they said "Ok I'll bust out the crayons for you". Our questions brought defensiveness, "I'm unsure if you believe us or not that we have both been in this professional field for 5 years not including college", when all we wanted was to understand why my ex's return was so much less and mine was so much more than expected. We used an accountant so our taxes would be filed correctly. If we were going to send them incorrectly and have the IRS correct them, we would have done the taxes ourselves.

Excellent service. Bryan even stopped by our house to collect all our paperwork and answer…read morequestions. He sent daily updates and in the end, saved us a substantial amount of money on our taxes.

Hired Mike at the firm to do my corporate and personal returns in March. It is now August, he…read morenever did them and says sorry guess I am too busy. So now stuck finding someone else on short notice to complete my returns for the extension expires. Avoid!

We have been a client for over 45 years, first with Income Tax Prep…read moreand now with Income Tax Prep and Financial retirement advice. Always professional and trustworthy.