1. Bryan Smith - Ameriprise

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Middleton, WI

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Bryan Smith - Ameriprise

5.0 (1 review)
Open • 9:00 am - 5:00 pm

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Services - Bryan Smith - Ameriprise

Investment management

Life insurance

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8 years ago

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Vicki Wagener Agency LLC American Family Insurance - 31 years of insurance industry experience

Vicki Wagener Agency LLC American Family Insurance

(5 reviews)

There are many insurance companies and many insurance agencies to consider. Vicki Wagener, her…read morecolleagues, and American Family stand out. We were very happy with our then insurance professional and insurance company. Because of this we had not reviewed our insurance and premiums for sometime. Because I have a little more free time of late, I reviewed our family's insurance at our last renewal, but did not think we could obtain any better or similar coverage for any substantial savings with another reputable insurer. I asked Vicki and her colleagues to see what offerings American Family had for us. I was surprised that significant savings were available with more protections, all from a local company which is a true community partner. Frankly, even if the premiums and protections could not match our then insurer, I would still give the Wagener Agency and American Family the same high marks for service and professionalism. They were friendly, prompt, thorough, and professional. That they provide all of this along with a great product at a very reasonable value is hard to turn away from. I am not sure if everyone will be able to enjoy similar savings and coverages as everyone's insurance situation is different. But I am sure glad we called to find out for ourselves and I'm looking forward to a long partnership with them.

We asked Vicki Wagener agency for a quote for home and auto when we moved from Texas to Wisconsin…read moretwo years ago. Vicki and her team were quick to respond and provided thorough quotes for all our needs. She frequently checks in to make sure that our current needs are being met. In fact she pointed out that she could also provide me with insurance for my small business and it couldn't have been easier and now I'm fully covered. We did have a couple claims and all went smooth. Her quote was competitive but even if it costs a little more it would be completely worth it to work with Vicki and her agency.

Charles Schwab

Charles Schwab

(2 reviews)

Tried to transfer my senior mothers IRAs to Schwab, but it didn't go well at all. Called local…read morebranch in Middleton but number goes to a national call center. Attempted to make an appointment to meet with them but apparently the call center forgot to tell the local office we were coming. Got there and they had no appointment scheduled and really didn't want anything to do with us. We waited a while but after no one really wanting to help us we left. Major disconnect between whoever takes the calls and schedules the appointments. Walk ins clearly aren't wanted or accepted so don't even try.

Probably the best kept secret in personal banking. You will not find a better personal bank…read more Checks are free. On-line banking is top notch. Free OFX connections which give you the state of the art web interface. They pay all my ATM fees regardless of how much or from what bank. I never get charged fees for anything. There is no minimum balance. You get a brokerage account when you open a checking account so you can buy stock or funds if you want but its not required. You can even open multiple accounts and have them linked together which is very helpful if you have personal and business transactions. Best of all, the people at the Middleton branch are terrific. Christine will know who you are and help you with anything regarding your account. She will greet you by your first name when you call. While they provide most banking activities, they cannot cash checks or take cash as a deposit. But keep in mind you can use any ATM for your cash needs and get reimbursed for fees.

Bryan Smith - Ameriprise - financialadvising - Updated October 2026

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