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!

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.

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!

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.

Not very helpful in trying to transfer another account over. Was told that I could do everything…read moreonline myself but if knew how I'd obviously do it on my own. I know that they need to cater to their wealthy clientele but it would be nice to get some attention to the less fortunate clientele. Considering that I have an account here for the past 5 years I've yet to get a courtesy call of any kind.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value