Do NOT use Wicker Financial. My husband and I used them to file our return. Chris filed our taxes…read morethe first day of filing. We received a letter from the State of WI asking for our W-2's again. We used the contact submission form on Chris's website asking what to do about it. We heard nothing back, so we called him. Told us "oh yeah, just do whatever the letter says." So we sent them our W-2's since he must not have included those in the first filing. Finally received a letter from the State of WI saying that we filed incorrectly and that we actually owe them money now instead of the refund we expected. The letter said "To avoid a penalty in the future, please file according to Wisconsin Income Tax Law." That's what we expected from Chris, to file according to the law, but he did not do that. I emailed Chris the letter. He did not respond. I called him and he stated "oh I don't think I received the email, let me check - oh wait okay here it is." When he looked at the letter, Chris he said "oh, oops, put the wrong number in the income box." an "oops" was not reassuring to hear and he acted rather flippant and unprofessional when I told him how dissatisfied I was with this whole situation. Will never use Wicker Financial again. I wholeheartedly recommend everyone to NOT use them either.

From the owner: Since we follow the fiduciary standard, we are obligated to work in the best interest of our…read moreclients. We do financial planning, investment advisory and tax preparation for individuals and families.

Love this place. Jim always takes the time to find out that YOUR goals are then plan to fulfill…read morethem. My portfolio has done better than ever!! Thank you !!

From the owner: DS&B Financial Services, LLC is a financial services firm offering financial planning, investment…read moreand insurance to business owners, professional and executives. Our mission is to help you create, grow and preserve wealth for you, your family and business.

Same experience as the others. I've had the policies managed by this office for 50+ years. Stopped…read morein to talk to the guy. He wasn't there and we were informed of how "busy" he was at "meetings". No one else could/would talk to us to explain even basic insurance questions. He finally called later after a phone meeting was arranged. Was very basic. Said he'd call back and never did. Poor service. Cannot recommend.

This guy will sell you anything even his mother, don't try and claim on them, their junk policies…read morethat will have you spending years trying to claim on them, and his claim that if you have any trouble "just call me!" Is bunk. His secretary will make sure you NEVER speak to the man again. Some few advice..... call the Wisconsin insurance commissioner and complain to them.

My husband and I just wrapped up working with Bill and we feel so empowered by what we learned…read more Bill is professional, approachable and knowledgeable. He presented information to us in ways that were easy to understand and comprehend. He sparked several conversations for us about both our short term and long term goals and we have started taking steps he suggested that will guide us through our finances for the next 40 years. We can't recommend Bill enough and we are looking forward to continuing to work with him for the next several years.

From the owner: As a partner at Trailhead Planners, Bill Mulvahill CFP®, CPA provides holistic, tax-focused…read morefinancial planning to help clients organize, grow and protect their assets through life's transitions. This includes providing customized financial planning, investment management and tax preparation under one roof. As a fee-only, fiduciary, and independent financial advisor, Bill Mulvahill is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

We have had Ramsay & Associates do our taxes for years. They provide excellent services. Highly…read morereccommend

This is an excellent local accounting firm which provides additional financial services. We have…read morebeen very happy with their services and can recommend them in the strongest possible way.