I was referred to Jason Krueger by a friend, who raved about him. Having worked with him for a few…read moremonths now, I feel very comfortable recommending him strongly as a thoughtful, attentive, detail-oriented financial advisor who is not only professional and sharp but also very enjoyable to work with. Jason clearly cares about his work. He is a great listener; he deftly explains complex fiscal concepts; he checks in to make sure everyone in the room is on the same page. Jason creates a low-pressure, high-information environment for his clients, so he can help them make the best decisions for themselves and their families. We are really excited to have found him to help our family navigate our financial landscape.

Jason is the best financial advisor in the Madison area!! My husband and I have been with him for…read moreover 6 years and have found him to be incredibly helpful and always looking out for our family. I completely trust him and that he has our best interests at heart. He has helped us streamline our finances, invest appropriately, but most of all, calmed my nerves about retiring someday. Everyone I have referred has also been pleased. I am glad that we took someone's advice and saw him when we were young--he is great for all ages! You won't have any regrets with Jason!

Cherie Gon is top shelf financial advisor. Not only do my finances feel secure with her sage…read moreinvestment approaches, but she goes over the top with helping for life planning. Reminders without badgering and patient with having to re-explain nuance. Strongly recommend her services!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

This bank is horrible, I have my mortgage with them and multiple months throughout the year I have…read moretrouble paying even though the money is in my account and you get no notifications if something is messed up. They do not work with you to solve any problem and their automated system is severely lacking verses other banks in the industry. Avoid if you can.

I called the 800 number to inquire about a new construction loan for a side-by-side condo. The…read moreagent said they handle that type of loan and arranged an appt with a nearby branch. We received an email from the branch describing the paperwork required for our appt which included tax info, pay stubs, etc.. We arrived at the appointed time with our paperwork and within 2 minutes were told that they do not finance multi-family new construction projects. My first and only thought was "don't tell us how you do business .. tell your employees answering the 800 line how to do their jobs".

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.

From the owner: Join other physicians who are turning their concerns about debt, investing, and retirement into a…read morefeeling of financial wellbeing and clarity.

It's on the Square and they validate.read more

We always stop at this Chase bank on Saturday mornings during our walk around the farmers market…read more I usually have a check that needs to be cashed or deposited and Saturday mornings is always the most convenient. Every time we have gone in, which is at least 4 times now, the workers have been super friendly and conversational and make me feel cared for. It's always simple transactions, I've not ever opened an account or sat down with a banker here, but for what I'm usually doing at the bank, it's great! It's open and airy with lots of natural light, there are always suckers on the counter as well as doggie treats if you happen to have the pup with you. And they always ask if we want small bills for the farmers market, which is a plus. 5 stars, Capitol Chase Bank rocks!

Tried to transfer my senior mothers IRAs to Schwab, but it didn't go well at all. Called local…read morebranch in Middleton but number goes to a national call center. Attempted to make an appointment to meet with them but apparently the call center forgot to tell the local office we were coming. Got there and they had no appointment scheduled and really didn't want anything to do with us. We waited a while but after no one really wanting to help us we left. Major disconnect between whoever takes the calls and schedules the appointments. Walk ins clearly aren't wanted or accepted so don't even try.

Probably the best kept secret in personal banking. You will not find a better personal bank…read more Checks are free. On-line banking is top notch. Free OFX connections which give you the state of the art web interface. They pay all my ATM fees regardless of how much or from what bank. I never get charged fees for anything. There is no minimum balance. You get a brokerage account when you open a checking account so you can buy stock or funds if you want but its not required. You can even open multiple accounts and have them linked together which is very helpful if you have personal and business transactions. Best of all, the people at the Middleton branch are terrific. Christine will know who you are and help you with anything regarding your account. She will greet you by your first name when you call. While they provide most banking activities, they cannot cash checks or take cash as a deposit. But keep in mind you can use any ATM for your cash needs and get reimbursed for fees.

I have been working with Todd from Marquardt Wealth Management, and I have to say that our family…read morehas been very happy with his guidance and management of our investments. - Its been truly a pleasure.

Received an invite to attend one of Kristian's meetings and was really impressed from listening…read morehim. He and his staff appear very nice but things didn't work out.

From the owner: Retirement Income Strategiesread more