Brian has done my taxes for the past three years, I have no complaints. He is responsive and…read moreanswers emails promptly. He is very patient with me. As I ask a lot of questions, I have a small business. Would recommend him. Just do him a favor and don't show up mid April like I do :)

we met with Brian in February. we didn't hear back from him again until I went to his office in…read moreApril a week prior to taxes being due. he made all these excuses and our paperwork was completely ruined from coffee or pop stains. we didn't feel good about our preparation and information was missing and my husband Social Security number was incorrect. I went back to his office to ask questions and was told to schedule a meeting and come back later. I got frustrated and said I would not be coming back. He did not care as he already had her money. He told me he was busy and had another meeting. I waited outside his office for 20 minutes and no one came for a meeting. I found him to be arrogant and unwilling to work with me as a woman because he was very willing to work with my husband. I cannot recommend anyone less.

I went to them after my father passed away in 2023. My father had been using their services,…read morespecifically Will, for over 25 years. Will got the personal tax returns done in a timely fashion but am still waiting on the refund check. I also gave him the estate account which he assured me he knew what he was doing. So almost a year later and numerous e mails and phone calls trying to get in touch with Will I basically fired him. I went and got all the paperwork and documents for my fathers estate and had to find a new accountant to take on this task. The new accountant did a superb job in a quick and timely manor but Because of Will's no response I had missed irs deadlines for the estate tax returns. The only reason I went with Will and J&M was because of my fathers long history with them. Needless to say I believe my father would be ashamed of the way his family was treated by J&M and specifically Will! Unfortunately there is not a spot for zero stars otherwise that would be my rating. ​

I've been going to J &M for over 25 years with my small business taxes. Have never had a problem or…read morean error. Taxes were always done on time at a fair price.

I've been going to Bob to have my tax return prepared for years. Bob is affable, honest,…read moreknowledgable and professional. He truly has his clients needs in mind. I highly recommend him.

Bob truly has his clients best interest at heart. He makes sure that you take advantage of eligible…read moredeductions and credits while ensuring compliance with ever changing tax laws. He helped us come up with a comprehensive tax plan that prepared us comfortably for the future. I sleep better knowing that Bob is on our side.

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.

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

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!

Elevated insurance isn't only invested in my family but our community. Jackson is passionate about…read morebeing bigger than Insurance and he's making a difference. Whether a quick text, call, or email, Jackson always gets back to me in a timely manner with answers and solutions. I enjoy hearing from their team often as they send monthly communications about the impact they are making on clients and the community as a whole. Best part about this... I'm an insurance agent! We work on different types of business but he's who I chose to handle insure my family!

Jackson is amazing to work with! We've partnered with him to cover our home, auto and small…read morebusinesses, and we couldn't be happier! Plus, he has a huge heart for giving back to our community, which is a special bonus to this whole experience. Our family highly recommends Jackson at Elevated Insurance all the time!