This firm is very professional, and quick to respond. Although we decided their services were more…read morethan we needed (our assets are just not that significant), I would not hesitate to work with them if you need tax advice or trusts established.

From the owner: Ellenbecker Investment Group's (EIG) goal is to help clients understand what they need to do to…read moreachieve their financial goals, allowing them to relax and enjoy life. EIG believes a whole-person approach is the best way to find that kind of true wealth. Our advisors help clients focus on three of the most important human dimensions: financial, personal and social wellbeing. We take the time to understand what matters to each individual now and through all of life's transitions. And most importantly, we involve clients along the way so they can gain both financial confidence and knowledge.

Annex is a marketing company moonlighting as an investment company. Poor returns driven by an…read moreoverpaid Willy Nilly analysis paralysis investment committee who's consistently behind the market. I crushed their returns with a company Fidelity 401K account with six real investment options. I know seven people who have/had money there, five left. They couldn't find a nickel if it was stuck between their bleep cheeks. Don't walk away from Annex, RUN!

Well I just received my September summary report and once again looked at $9,000+ loss for the…read moremonth. Thats 18 months in a row of losses. If Annex is a fiduciary how is losing retirement money month after month good for me ....the customer. I do keep scratching my head trying to figure out why I have certain funds in my portfolio that have a 5 year trend of losses. I did asked my "Wealth Manager" and was told not to question the investment committees decisions. Just love dealing with a condeesending individuals.(not really) I do give Annex credit for starting to put client monies into CD's. Although they were about 90-120 days late in pulling the trigger on this one. There are many good professional managers at Annex Wealth. Just wish they were more hands-on with the client regardless of the portfolio balances.

I do like Educators Credit Union mostly because it's not one of those big awful three mega-banks…read morethat tanked our economy in 2008 and since then have been robbing the American public in the form of excessive fees and loan interest without mercy. This location has a great staff of friendly, efficient and able tellers. They have extremely limited contact during the pandemic which tells me they care about health and safety.

Customer Service: ***** Competitive Rates and Offerings:…read more ***** Digital Technology/App: ***** Educators Credit Union membership is open to anyone who works or lives in southeastern Wisconsin. Educators Credit Union is a financial cooperative. We've been with ECU for about 9 years now. We moved from US Bank after getting nickel and dime on a monthly basis and extremely poor customer service. We read about ECU, came in to talk to them and walked out with our accounts set up. Friendly, outgoing and accommodating customer service each and every time we go there for whatever reason. We have multiple savings, checking and home improvement loan here and now most recently a short approval process to get a pre-approved auto loan in a few hours. We were then able to better shop for a car. I was also there to help my oldest build credit, working with a rep and asked if it was possible to have him order me new checks and he went in and did that within 30 seconds instead of pushing it off to someone else. What we like best is one of their programs. Debit and credit card holders can earn reward points. Every dollar we charge on our debit/credit card: Debit card "credit" transactions = 1 point for every $2 spent Credit card "credit" transactions = 1 point for every $1 spent Redeem points for discounts and promotions on Educators products and services, cash back, gift cards, air travel, and more. We use our points for hotel stays and take side trips with the kids. I can't stress enough how exceptional the customer service is. After all, banking is a service business, and ECU does a great job to earn your business. ECU started out operating under the guiding principle of "Not for Profit, Not for Charity, But for Service." They consistently deliver on that principle.

I wish I could go beyond 5 stars - Deb Melvin has been incredible - not only is she fun to work…read morewith, she is insanely good at what she does. As a single mom, I can't say the stress relief that she brings to the table, knowing your financial future is in good hands. Look no further! And as if Deb isn't enough, Brad Carroll immediately builds the rapport and trust that's so often lacking in financial planning. His sincerity and feedback just ensures that you're in the right place, working with the right people. In my opinion, IAG Wealth Partners has no competition :)

There's been a recent commercial about people looking for financial advisors. The clients are…read moreseated with their credit scores or savings amounts (?) as necklaces. An advisor comes to the waiting room and looks around a bit for the next person to help and chooses the person with the highest numbers on their necklaces. This commercial reminded me of my experience at IAG. Of all the clients my advisor helped, I believe that I was "low man", the one with the least amount of money invested and probably the least amount of potential earnings for the future. While visits with my advisor were friendly and informative, I never developed a feeling of ease nor compassionate understanding on the part of my advisor regarding my situation. I don't know that I felt "heard". After a while of experiencing this, I needed some fresh air. I guess even the surroundings of finery and bling, in my opinion, were not very welcoming. Random pronouncements of Christian mission seemed incongruous with the advisor's attitude toward me.

Excellent service and their app is easy to use for buying and trading. Great customer service!read more

We will be loyal customers for life because of the AMAZING customer service. Everyone knows you by…read morename, they make banking a pleasure and answer questions promptly. We especially love the Jr. Savers Program and smiles we get when we do banking. Keep up the awesome service.