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!

Carrie a trust advisor is very mean and hard to work with on my children trust account she acts…read morelike it's hers i told her my insurance was lapsing and she told me she woils get back to me in a week also I recorded her phone call n boy was she disrespectful

I am a client of this Trust company for about 12 years now and been through 7 Trust Officers. Only…read moreone seemed to care. This new officer that took her place is not qualified to do this job. I have been treated terribly because she was called out for not being familiar with my case and tried to keep me from breathing by having my electricity shut off for not paying our electric bill. I am on oxygen 24 hours a day and her exact words for her not being able to fix the issue was quote " there is nothing I can do about it". This was the third time our electricity was shut off since she became my Trust Officer. My husband had to run an extension chord next door to get my concentrator working until he called power company and got them to turn our power on. We had to pay 900 dollars for another deposit the next day. She then had the provider send bill to us to pay and now she won't reimburse us at all. She was not smart enough to pay 3 bills for me and now she has found it necessary to take money from me for spite. She had us throw our grandkids out and doesn't realize that since I'm not on SSI, it has no part in how I spend my money. She is getting worse and I want her taken off my case. I now cannot go to the doctor, or buy food without help, because she won't purchase a used car to replace our broken truck because the transmission has gone out. Its not expensive but i must controlled by this woman who doesnt care. Well, i dont care now . I'm tired of arguing with her. I'm in a wheelchair and without a vehicle it's difficult to go to the doctor or anywhere. I've explained this to her, but I'm still without a vehicle. Amy k

This option is not only more convenient, but it also offers significantly higher returns. I was…read morehandling my own financial planning, but with their help, I used their services for retirement planning. Now, I am on track to retire before the age of 80!

Calling to set an appointment and clarifying what to bring was smooth. Parking was accessible. Nice…read morereceptionist and fine waiting area. The person that did my taxes seemed like she knew her stuff and I appreciated she asked for a second opinion from a colleague or manager a couple times. I think i was in and out with being compliant with taxes to IRS within an hour They gave me coupons to offer out. I've recommended Acc-U-Rite to 3 sets of folks now

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.

please do not go to this law firm they do not care about you they only care about the money they…read morewill give you the runaround and won't give you the proper help that you need they are very inconsiderate and the senior attorney who is a woman does not do her job nor has any polite bone in her body please do not waste your time doing something with them that you could go to the courthouse and do for yourself and get the fees waived at the same time again please stay away from This law firm they do not care

From the owner: Is debt consolidation or bankruptcy right for you? Are you being harassed by creditors? Are you…read morefacing the stress of mounting bills and debts? Trust the attorneys at Watton Law Group to genuinely care about your case and your situation. They are dedicated to educating every client they take on and will help guide you in making informed decisions about your financial wellbeing. It is their job to use their experience and knowledge to provide every client with all of their legal options and you can trust in their counsel to help you through stressful times. Whether your situation would benefit from debt consolidation, or Chapter 13 or Chapter 13 bankruptcy is better for your financial future, Watton Law Group will help you through the process. Call today to schedule your initial consultation.

BMO Wealth Management in general, and this Milwaukee office in particular, is the most overpriced,…read morepoorly run investment company ever created. Their fees are astronomically high, and yet their customer service is abysmal. Their investment advice definitely isn't high quality, despite the high fees, so you end up losing more money than if you just managed your money yourself through a brokerage firm like Charles Schwab. Note that their regular banks may be fine - this is specifically the wealth management (investment) department and the trust departments in particular. Do not use them to manage your money!