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!

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!

I love my Educator's Credit union family! If you have a bank I would suggest you switch, I started…read morewith a 4.9 credit score, now I have a 6.1 still climbing, I have made some very bad choices in life but Educator's gave me a chance as long as they SAW I WAS WILLING TO IMPROVE MY SITUATIONS IN LIFE! step by step they worked with me NO JUDGEMENT! I truly THANK THEM FOR FOR THEIR PATIENCE AND HONESTY not ever taking advantage of me, ONLY IF YOU WANT TO MAKE BETTER CHOICES IN LIFE make this change as I did, it does take time, build a RAPPORT WITH THEM, i visit both locations, I have a Packers fan I even enjoy seeing on the regular, even my sister in Christ, there are "banks" that WON'T give you the time of day except take your money but won't help the COMMUNITY THEY'RE IN THAT'S TERRIBLE! Educator's DOES IT ALL! THANK Y'ALL FOR ALL YOU DO.

I have been a member for about 20 years and have had ZERO benefit from being with ECU. I have been…read moredenied an auto loan when i was about 20 years old. I was denied a credit card application a few years ago (required a cosigner despite having nothing in collections), and denied a loan to finance a vehicle (when I had more in my savings account than I was requesting to finance), and now the most recent, I over drafted on my account for the FIRST TIME EVER and was charged a "privilege" fee of $30. What is the privilege? I was off work for maternity leave and right before coming back to work my husband was diagnosed with heart failure and was taken out of work for the past 6 months. We fell into financial hardship and the ONE TIME I over drafted as a member of 20 years and the not so "privilege" fee couldn't even be forgiven? Absolutely disappointing and unbelievable.

This is the second year I have used this Insight Accounting for my small business taxes. Both years…read moreI have been 100% satisfied with their service. Joe went over and above last year during the Pandemic helping find grants for us. This year, I worked with Paula, and she was fantastic! She was very responsive to any inquiries I had and the team pushed through to the end to make sure we were able to file on time. Their prices are reasonable, they are responsive even after tax season. If I have a question mid year, I know I can reach out to one of them and get a quick response. Highly recommend! Elizabeth Clothier ETC Insurance Agency, LLC

I have been using their services for nearly 10 years now. Always friendly and professional. And as…read morelong as you don't wait until the very last day like everyone else - Insight is fast. Insight also does taxes for businesses. The building they're housed in is small and if you aren't watching you might pass it up. The parking lot is a little awkward so I always suggest the street. It's just easier. The building is right on Forest Home so you don't really have to hunt for it. Just keep your eyes peeled for the sign I find their cost to be reasonable. Can I do my own taxes? Yes. Do I want to? Nope.

Easy to recommended. Help us with our financials and avoided a huge tax charge, actually reversed…read moreit. Our financials and baking process were put in order and we passed the audits to continue services with our banks.

From the owner: Do you wish your current accountant was more involved and responsive? Do you wish to have better…read moreclarity over the financial state of your cannabis business? Please reach out to me if you want any of your Tax Accounting or Capital needs met.

I love this location. It's a strange and unique design, same adjectives often used to describe me…read more The workers here are great, even better than the really good workers found at all Educators. If you're thinking about leaving those big evil commercial banks for a credit union, I don't know what the delay is. Big banks suck. Any credit union will be better. Educators has been really good to me. If you're already with Educators, this location is very good.

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!