My family and I have been customers ever since the early 70's. Specifically with John Conwell. and…read moresince his retirement we have been working with Daniel Aiken. The group moved from the old location on Main Street 6 years ago, to a very nice open modern building. Plenty of light comfortable furniture and decorations. Parking as always is easy plenty of open areas. Its on SIlverbrook off paradise and Hwy 45. Dan has many clients from all over America I'm just lucky enough to meet up face to face. Once a year to review distributions. I recall some of his clients have never had or needed a face 2 face. Every investor needs diversity value fit and price to meet your needs and personal objectives. I have nothing but praise for this group of advisors.

Drake and Associates is definitely not a 5 star establishment. The communication I received from…read moretheir "elite" staff has been nonexistent. I have emailed Tony and never received a response. I was asked for an explanation regarding my cancelation of their services, if I pleased, again no response. The only individuals responsive to me were those expediting the movement of my funds to them. I emailed with questions about the 1-3% return on my accounts and heard "give it more time". Then I called to speak to my advisor...actually I wasn't sure who to call...and the response was that "That individual was no longer with Drake." I paid an absolutely HUGE amount of money in capital gains taxes in 2025. They had sold excellent stock I had purchased 30 years ago in a one-size- fits all plan I'm supposing. They did not provide any tax planning...They are a disgrace. Don't let the crumpets and tea distract you.

Drake & Associates has been our financial advisor for several years now. Tony Drake and his staff…read moreare routinely on local tv and radio with information on growing and protecting your assets. The staff there are EXCEPTIONAL! They work hard to put together a plan for your assets that includes growth and protection so that you can have a great retirement. My advice is start early and use a planner to make good decisions early. I highly recommend Drake & Associates!

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!

These Guys are awesome! They get right to the point while making you feel good about the changes…read morethat are about to happen after consulting with them. It's a GO!! Call them, message them who cares just get in touch with them!

From the owner: We partner with CDFIs and Banks to offer personalized financial wellness coaching, and unique…read morecredit education.

My investment changed hands and is now part of Charles Schwab. I came in to get my married name…read moreupdated on the account and to get access to my new account. They processed the name change request. They attempted to set up an online account for me, but after a half hour of issues, they realized they misspelled my name in the username. So after numerous temporary passwords given to me, we discovered the username was wrong and my account got locked. I realized half way through the encounter the lady helping me put glasses on, so then I worried if she typed in my previous information properly. I still am locked out, but I'll call the mainline or drive to another location for help.

If you care about your money do not go here!!! Highly recommend the office in Brookfield though…read more Very unprofessional and rude experience. Came in for a so called "easy" issue after some time passed, I heard nothing so I reached out to the Brookfield corporate office who were more than helpful at resolving the issue. Where as I did not get a follow up from the Mequon office even in the time frame it took to get everything handled. If you get Robert Lindner expect to be treated poorly and receive witty remarks if you are on the younger side of investors.

I love this bank. If you do too, then the feeling is Mutual. Northwestern Mutual! Mwahahaha…read more This is a pretty popular bank in the Milwaukee area and this is a fancy new location of it at the mall at Glendale. It's a little hard to figure out where it is cuz it's part of a big complex of different buildings and shops including Trader Joes. Having said that's not bad and not nearly as much of a rip-off as some of the major National Banks are. But I would still prefer a little Local Credit Union to this place.