Rachel helped me get what I needed done in a short period of time, she did a great job and everyone…read moreelse was super friendly

I highly recommend Avestar Credit Union. Everyone is friendly and helpful. Cheryl has been very…read morehelpful in helping me raise my credit score and secure my financial future.

Sue was SO helpful! She is kind, informative, and encouraging. As a 27-year-old with no experience…read morein financial anything, I was very intimated and unsure where to start. I signed up for a 15 min session with Sue, and it is the best financial decision I have ever made! She took the time to help direct me to someone who could be most helpful to me for where I am at in my life. She was comforting, supportive, and exceedingly helpful. For the first time in my life, I feel like I can be in control and make smart and informed decisions with my money!

With a little bit of time, and a little bit of effort, you can maximize your income and investments…read moreusing the guidance of Sue Peck of Evolution Financial. Sue is not only good at what she does, but the level of service she provided us showed that she cares about our money as much as we do! With a couple simple changes and much reassurance from Sue, we are using what we already had more efficiently. While we try not to think about the costs of retirement, Sue kept it in mind while we discussed our current and short-term money goals. It's a relief to know there's a second pair of eyes on our future. I would recommend Sue whether you are just starting out, need a refresh of your financial situation, or are an expert financei looking to increase your knowledge (and benefit from it!).

Julie and her staff are Top Notch!! My questions are answered in a timely manner, and they always…read moreare cheerful and happy to help me. I feel like my insurance needs are more than adequately covered by Julie, and are reviewed with me as my needs change. Exceptional service!

Julie Bass has been my agent for 15+ years with multiple policies. She has been consistently…read morepersonable and knowledgeable, with an efficient staff. One of our vehicles was damaged in a hit-and-run last month and we once again received great service in getting it repaired. This is an insurance agent who cares and listens - I highly recommend.

Amanda was so dedicated to the bank's priorities. She followed up with me night's and weekends,…read morereally hung in there and willing meeting with me after my trip from Madison when bank's computer system couldn't open emailed, Google Docs or Compressed document files. She is a real asset to her profession. Her dedication is a marvel.

I am new at adulting…read more to adult (verb): to be an adult and managing things your parents do Needless to say, this was my very first time getting my own car insurance. My parents gave me no guidance. Fortunately, my trainer told me State Farm was a good choice, so that helped my decision. I filled out a form for a quote online, then I forgot about it for a while. Then, Ross followed up with me and I thought maybe I should stop putting off getting car insurance. He went through all the worksheets and things and explained options. I can't relay any details but I have car insurance!! Also, so I work for a startup and don't have a profit sharing program here... Michael was great with helping me get my money from a previous employer rolled over into a mutual fund. He was very helpful and nice! I won't go into specifics about my meeting. I was there for less than an hour, so I thought that was pretty good.

I recently had my car stolen with all of our luggage in it including sentimental pieces, so…read moreneedless to say I was in a panic. I spoke to Nicole from Cliff and she calmed me down, listened to my concerns, and even shared her own experiences with me. I've been with Cliff Insurance agency for 6 years and have had nothing but great experiences and service from them. Thank you Nicole for your help and understanding!

Melissa was recommended by a family friend. She was very responsive through email (which is my…read morepreferred form of communication) and was easy to follow up with on the phone and an after hours appointment. She clearly explained the ins and outs of our home and auto policies, and she's helping us to save $1100 a year! Very courteous front desk staff and our interactions have felt very relaxed but thoughtful. Highly recommend.

We have been with State Farm for a number of years and have always had great experiences. Recently,…read moremy fiancée and I stopped in for a homeowners insurance quote as we recently purchased a home. We got a great premium, priced better than others with better coverages. We highly recommend this State Farm agency!

Sarah has been so incredibly helpful and patient with my somewhat difficult taxes…read more Being a nanny, taxes can be complicated and overwhelming (at least for a tax naive person like myself), but she has gone above and beyond to make sure I'm taking the right steps so I'm ready for what I owe come April 15th. She's very easy to talk to, so thorough, and asks questions I would have never even considered...she seems like she truly cares about he customers, which is so nice when it comes to something as unpleasant as taxes. Highly highly recommend!

Go to this locally/women owned business if you want your taxes done right and quickly. Of course,…read moreit helps if you have your paperwork in order and come in prepared. If you do your part, you will leave with your taxes filed. Sarah is prompt, efficient and pleasant. She even gave me some great "homework" advice for next year - when there will be many changes to the tax code.