Reviews of Investment Companies in Wisconsin

Wisconsin Investment Company Reviews

Post or read unbiased reviews and recommendations about Wisconsin based investment companies. Research the top ratings and make a more informed decisions. Submit your own opinions and help others.

Opinions on Wisconsin Investment Companies
Universal Financial Group(414) 281-9500

Good company. they are reasonable and give great service for their customers.

Rating: Excellent
Milwaukee, WI

6180 West Layton Avenue
Clark, Joseph D CPA - Tirabassi Felland & Clark(262) 652-7000

I have had Joe Clark do my taxes for the last 8 years. He never has failed to meet my expectations. He is accurate, efficient and reliable. He is helpful and pleasant to work with along with all of his staff. I highly recommend him to anyone whether your a single person to a large business

Rating: Excellent
Kenosha, WI

8035 22nd Avenue
Bank Mutual(262) 639-1975

Incompetent, and uncaring. Riddled with errors on their part that they neither applogise for, nor compensate you for, nor correct. Smile to your face, and act most politically correct though.

Rating: Average
Racine, WI

5133 Douglas Avenue
Community First Credit Union(920) 830-7200

I LOVE THIS PLACE!,when i needed a different place to do my accounts,community first showed me what they could do for me,and hands down,they are the bank for me.COMMUNITY FIRST,the name says it all. i have been with them for over 5 years now,and i can honestly say i have never had a bad exspirence

Rating: Excellent
Appleton, WI

2626 South Oneida Street
Luaders Estate Planning(920) 303-2082

Very knowledgeable. Most Fin. Planners I have talked to have no clue as how to protect money from investment loss. They always told me not to worry bout it whenever I lost money. Mr. Luaders was the FIRST I have ever met who understood that safety and comfort were as important to me as profit.

Rating: Excellent
Oshkosh, WI

491 South Washburn Street #300
On, Sherman Agent - Northwestern Mutual Financial Network(262) 787-7053

Sherman On's goal as a financial representative is to establish long term relationships with his clients by asking them tough questions and listening to their goals and aspirations. He meets regularly with his clients because life never stands still, and needs and goals are constantly changing.

Rating: Excellent
Brookfield, WI

20300 Water Tower Boulevard #200
Bank Mutual(608) 362-0702

They are very helpful, and friendly. Their service is fast and efficient. You really feel that they care about you as a person. Their policies are the most customer friendly of all the banks I have dealt with. Their fees are lower and in comparison with some banks none existent. Kudo's to Bank

Rating: Excellent
Beloit, WI

Beloit Mall
Richmond Financial Service(262) 242-4200

Great personal service with YOUR best interest in mind. Only the money managers at the big firms actually control your money. With Richmond, you can pick and choose who YOU want, but can rely on their expertise, as well. They let me put my money where I want. It ain't day trading, but damn

Rating: Excellent
Mequon, WI

7105 West Mequon Road
Wagner Casper Insurance Agency(715) 735-9506

They are very helpful and always willing to help. They do a good job on getting quotes to you fast and work hard to save you money.

Rating: Excellent
Marinette, WI

2017 Marinette Avenue
Amcore Bank(608) 742-5555

I have always loved banking at Amcore, but even more so lately (especially with the very nice personal bankers).

Rating: Excellent
Portage, WI

2851 New Pinery Road
Kline, Christopher CFP - Capstone Capital Management(608) 643-5363

I've used Mr. Kline's services for retirement planning and found him to be a highly skilled professional. The strategies that he uses are helping my wife and I maintain the income we need during our retirement.something we didn't think could be done. Thanks Chris.

Rating: Excellent
Prairie Du Sac, WI

2000 Prr Street Ste 210
Holland Financial Services LLC(800) 961-4310

Excellent service and very professional. Fees are very reasonable and not excessive.

Rating: Excellent
Milwaukee, WI

207 East Buffalo Street Ste 501
Rendler & Associates(608) 643-8882

Todd Rendler is one of the best financial planners that I have ever had. My retirement looks bright because of him

Rating: Excellent
Prairie Du Sac, WI

625 Water Street
Berkley, Robert G CPA - Berkley Iselin & Lotz(262) 635-0088

Best accountant in this local area. Fair prices, dedicated staff.

Rating: Excellent
Racine, WI

1244 W Boulevard
Wachovia Securities(414) 540-3900

This the best bank for public safety and giving back to the community join them with their teach america project, they have been voted number one in customer satisfaction. this is the 2007 the year of completeness. such as tiger woods took his 7 in the pga wins.

Rating: Average
Milwaukee, WI

6980 North Prt Washington Road #201
Johnson Financial Group(262) 619-2700

My is nyear-nyiag iget your leter in my mail box you now and there is check on it and leter and show there my clim number is - 730200 and i you call me now about that check i tray to call and the your is not working in my fon - now in this number-678-499-7743 thank you nyear

Rating: Good
Racine, WI

555 South Main Street
Precious Child Care Preschool(414) 444-5366

You are all great, and I hope we can come back.

Rating: Excellent
Milwaukee, WI

3866 North Teutonia Avenue
Bank Mutual(262) 554-7440

Great service, Great Rates! Stop In Today! Will work with you to reach yout Financial Goals! Helped me refinance my mortgage and I am saving myself and my family over $500 a month so they helped me open a retirement account with my extra savings! Thank you for all your help!

Rating: Excellent
Racine, WI

3039 South Grn Bay Road
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