Where to begin....my husband and I were referred to Michael Leist several years ago by a friend for…read moretax preparation. Michael was great to work, extremely knowledgeable, and personable. Also, the Leist Group sponsors a charity every tax season as a way of giving back to the community. We then enlisted Michael and his team to assist with our investments. The Leist group makes you feel valued, no matter how big or small your portfolio. When we moved to Texas, we continued to work with Michael on our financial needs. We are grateful for his guidance during the recent passing of our father - he took on the task of transitioning the accounts and made it very easy for us at a difficult time. We appreciate the Leist Group taking good care of us!

My husband and I have been going to Michael Leist, EA (which stands for "Enrolled Agent" - higher…read morethan a CPA) for tax preparation for several years. We thought we'd try him after receiving a postcard for a lower rate than the $250 we were paying to a local tax firm for simple household tax preparation. Turns out, Michael Leist caught errors THAT firm was making for years costing thousands!!! Michael was most helpful in correcting the errors, filed corrected returns with the State for a modest fee, and recouped us a lot of money! We were hooked and have been going ever since. Michael gets a kick out of working with clients towards goals and progress relative to tax effectiveness because he knows the rules so very well. Now we are doing some investing with Michael Leist and that is going very, very well also. We will be doing more this year and years to follow. We could not be happier with The Leist Group. Plus the staff is helpful, responsive, professional and nice on top of it all! Instead of dreading tax time, as in the past, we look forward to it. Oh, forgot to mention that Michael Leist is a Mensa member, yet you'd never know what a smartie he is because he loves to laugh and have fun!!! Great guy! Great company!

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!

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.

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.

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.

The customer service was terrible and the manager claimed I was disrespecting her when we were…read moretrying to find the $900.00 that Educators CU has lost.

This really should be, Educators Credit Union ON Appleton (in Milwaukee). It's not in Appleton…read moreWisconsin. I was bothered when we pulled up, long lines for the drive-through, parking lot at capacity, and inside, long winding lines for the teller windows. But there's this odd inviting community feel walking in, it seemed like everyone in line knew someone else in line, we were the only strangers in here. Most of the customers and all of the staff look African-American, I'm inclined to think that this is a real community bank (it's located in an African-American neighborhood). I've never had a problem with customer service at any Educators Credit Union branch, but this location is much friendlier and more efficient than the others. The tellers ran through the line so quickly, people suddenly at the front of the line had to be prodded to step up to the next available teller. But this efficiency did not subtract from friendliness, I don't think I've ever met nicer bank workers anywhere. Frankly, it was a little weird.

This is an odd drive through location. All three lanes look like ATMs but only the one on the far…read moreleft actually is. The others are automated tellers but not ATMs. I don't like this trend of removing human beings from all face to face interaction jobs but if you're going to do that, make the robotic replacements faster and more efficient, more polite, and easier to reach. And, since you're making me an employee of the store, give me a discount. There's always a long wait here too, I do think actual tellers are better. Still, it's Educators so it's A-Ok.

I must complement Mr. Mack and his staff at ECU's Center St. location. The atmosphere is welcoming…read more The feeling is welcoming and the customer service experience is superior to any of the other locations. I am willing to travel the distance to get customer at this level. Thank you Mr. Mack and your awesome staff!!!!!

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

JCW was amazing to work with, my brother and I had an account for many years that retired. JCW and…read moreother former accountant were able to exchange information with no issues. My brother lives in another state as well. 5 stars

I had a big mess to take care of and Jayson did a great job of cleaning it all up. He was very…read moredetailed, efficient, personable, and professional. Did a great job of explaining the complicated stuff to someone who is just about tax illiterate! Works out of his home and it's very convenient to get to. He'll be doing all of my tax stuff in the future!!