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.

It's hard to know how REIS is actually operating now. They merged with MKE Property Management and…read morethey are now WHMilwaukee (Welcome Home Milwaukee) Unfortunately, I can not recommend REIS at all as a Landlord or tenant. We hired REIS with very little time and ability to perform research due to a job relocation. Jacob Nelson pitched REIS as "all inclusive" and "transparent." They claimed repeatedly not to "nickel and dime people like the other guys." We went with them knowing we could switch property management companies later, which we did within a year. Jacob then showed our house to a couple relocating from out of state who needed to be in their rental property before we were scheduled to be out of our home. He said the couple loved our house and they were in the process of finalizing the paperwork with them. I called my relocation contact and told them that I needed the move team to be at my house earlier than our scheduled move to accommodate the renters. They scrambled to make this happen in the middle of winter. My husband, who was originally going to stay in our house longer, quit his job since we would no longer be supporting two housing payments as Jacob told us our home was rented. Days later we inquired about the paperwork and come to find out that they backed out and that REIS never had a signed lease from this family. At one of the most stressful times of our lives (cross country move, starting a new job) we hired a company who specializes in managing property, to mitigate our risk, and instead they dropped another bomb on us. Since my husband had already quit his job we went ahead and moved cross country anyway hoping the home would get rented quickly. Jacob did offer us a concession to make it right after we expressed extreme disappointment, however, the reality is a professional and knowledgable property management company would have never done this in the first place. Once they started showing our house they did end up renting it. The woman, Lindsay, who was showing it became a person we interacted with as well. Through these interactions we started asking her questions and she would respond and offer help to us. She inadvertently became our point of contact, but we found her interpersonal skills lacking in some cases. We asked her about lawn care, stopping by the property, and notifying the tenants. In the last situation we messaged her and told her that we would be stopping by the property inspect the yard, install some parts into an appliance, as well as access a locked cabinet in the property. We provided about a month of notice with a time frame of 2-5pm. I understand their job is to keep the tenant happy, but ultimately a property management company acts as an agent for the property owner, which means they work for us. The accusatory nature that Lindsay spoke to us in was ridiculous. Jacob handled this, notified the tenant, let them know that they were welcome to be there if they were able to, but that as the owners we were providing them with plenty of notice and legitimate reasoning. The last straw was when Wisconsin had heavy, extreme rains in August 2018. The communication log shows that the tenants reported streaming water into the finished basement on multiple occasions and that this was not addressed by REIS. We were also not notified of this in advance, we found out in the communication log on our Property Management report. We were unable to address this promptly for our tenants because we had no idea. Rather than notify us and let us get a window contractor to the house to replace the old basement windows, they sent their "best" at $68 an hour to put plastic window covers over the basement windows. Then they tried to charge us for "their best" to examine the foundation, which we declined. The issue was the old, original basement windows. We immediately started calling contractors and when we tried to ask them to coordinate a time with the tenant for the contractors to show up they said they would take 10 or 15% for coordinating a time the tenants would be home. What? It's literally coordinating an appointment. So much for not nickel and diming. After a full analysis of every question we asked, service we inquired about, and etc., we realized that they are going to default to a rate of $35-40 an hour for ANY service you ask and they're going to quote you a minimum of 4-5 hours for ANY service you ask for a "handful of guys." Need 4 flowerbeds weeded? $35 an hour for the morning for 3-5 people. Could be 3, could be 5. That's really the difference of $200 without any way to control the cost. After talking to our tenants we realized we did them a disservice by using REIS/Welcome Home Milwaukee. I absolutely do not recommend REIS/Welcome Home Milwaukee. We switched to World Property Management and Joe Mundo and his team have been great. We check in with our tenants and they're happy as well.

I have contacted this company several times in the past week and they are slum lords. They manage…read morea property on the corner of 95th and Silver Spring and the snow does NOT get shoveled! I have been told on more than one instance that the snow would be taken care of that day, and it does not happen. Group homes of handicapped people in wheelchairs and scooters cannot get by this property, and they do NOT clear the handicap ramp on the corner either. I will be contacting the city to ask for their occupancy permit to be suspended! They are not doing anything for the community! The tenants do not dispose of their trash properly and it blows everywhere. This property is becoming an eye sore!

My wife and I sought out help from Ben because we needed a way to remove the emotional aspect from…read moreour money management. Budgeting has never been our issue; we have always lived within our means. It was what to do with our savings and investments that we had questions with and felt like we couldn't, by ourselves, make sound decisions. We're in the early stages of building our family so there are a lot of life events ahead of us and Ben has been able to provide guidance on how to balance different goals. Along with that, working with someone who is un-biased and compassionate was crucial. It can not be understated how important it was to work with someone who is a fiduciary. We wanted nothing to do with fees, commissions or pressure. Ben has listened more than anything else. He feels like a partner, someone that we can trust and someone who truly wants my wife and I to succeed. He has given us the investment guidance we were in need of which has put us at ease knowing that we have an investment strategy. We're more than happy paying a monthly fee for the peace of mind and comfort we receive from Ben.

From the owner: Cove Financial Planning is a fiduciary, fee-only Registered Investment Advisor focused on…read morecomprehensive financial planning and socially responsible investment management. Cove has offices in Milwaukee, WI, Evanston, IL and Minneapolis, MN and works with clients virtually across the country. Their mission is to help individuals and families align their financial plan and investments with their future goals as well as their core values. Ultimately, they're here to help you Do Well While Doing Good!

First time here, I would do my taxes here every year for the rest of my life if I could…read more Don't have a printer at home? They'll print PDFs for you as part of their service. Much appreciated! Tons of regulars who have clearly been coming for years and are on a first name basis with staff. No appointments, walk in only, though you can wait for a specific tax preparer. I was in and out in 90 minutes, the actual filing was a breeze and my tax guy was so nice. I got a discount as a first time customer, and you get the same discount if you refer someone. They also offer drop-off and pick-up later tax services. They run a tight ship, made filing taxes a breeze.

Great business! I would recommend anyone to go here. The staff is great and very polite. They will…read moreanswer any questions that you have.

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.

Mal A. You are guilty of defamatory statements and are libel for your slander. I will come to…read moreCalifornia. My sister is a member of California law enforcement. Take down your unproven false statements.

From the owner: We concentrate on personal and business financal literacy. Wealth building and investment and…read moreretirement strategies to assist. You with creating a secure financial future.

I have always enjoyed coming to this branch because of the ATM machine that's lets you do anything…read morethat you need, whether cash-deposits, check deposits or even withdrawals. And too top things off the virtual assistant comes in handy when needed. But today was different. I've been trying to have a car loan switched over to me for the longest, I decided to stop in today and speak with a professional for some tips or even advice. But no, I was helped with ALL of it. Jesus R Sandoval took care of me, I wasn't expecting to get the help I needed and to get the loaned switched over to me on the same day. It honestly made my day, week and possibly even my year. The staff is great, I now love this location. It's a five stars and a thumps up from me!

Awful awful bank. Got hacked 4 separate times and had to get new cards. They continuously called me…read moreterms I did not want to be called even when asked. Entirely unhelpful over the phone. And their wire transfer fee is a freaking scam. Miguel qnd Yasmin are supervisors and both were entirely unhelpful at best and malicious at worst. I'm convinced the last time I got hacked through my account itself it was an inside job by an employee based on how they conducted fixing it. I just have no trust anymore for this bank, it's a mess.

I worked with Ameriprise advisors from 2005 to 2007. They did an o.k. job for me, but the cost was…read morefairly high for what they did. I have a small account (about $110k) and I didn't think that I received the service I should have gotten. Slow call back times, feeling rushed on the phone, etc. If it was just the mediocre service, I could understand that because I'm a small fish. If it was just the high cost, I could understand that because big companies can charge more. But the combo of high cost and mediocre service is what eventually drove me away.