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    Ellenbecker Investment Group

    5.0 (1 review)
    Open 8:00 am - 5:00 pm

    Services - Ellenbecker Investment Group

    Investment management

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    3 years ago

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    IAG Wealth Partners

    IAG Wealth Partners

    (2 reviews)

    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.

    Ellenbecker Investment Group - investing - Updated May 2026

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