Hmmmm - good place to stay away from. Transferred my retirement investments of around $200,000…read moreplus to them a few years ago. With their financial expertise ,the funds were switched daily to earn their commission while my money just simply disappeared...

Bryan and Leslie helped me get nursing home insurance and helped me to analyze my retirement plan…read moreso I wouldn't have to worry about my future. -Joanne

From the owner: Financial Planning, Investment…read more Products: Health Insurance Including: Disability Income Protection and Medicare Supplement Coverage and Long-Term Care Protection, Roth IRAs, 401(K) Rollovers, Education Funding and College Savings Plans Services: Investment Advisor, Investment Services, Investment, Retirement and Estate Planning, Financial, Life Insurance, Wealth Management, Available on Saturday by Appointment Brands: Ameriprise Financial Location Facts: Corner of US 51 & Hamilton St. - On the Madison side of beautiful Stoughton.

Financial Adviser (more like adversary) James Emery Schutz is a bumbling joke. I had some…read morequestions about some basis of stock that was sold. James being the name listed on my consolidated 1099, I called the 608 number hoping to speak with the representative from my local office and get some answers. Answering the phone was Jim, I stated what I was needing and he replied, "well, isn't it your job to keep track of this information?". I stated no, the IRS enacted new regulations back in 2012 requiring investment management companies to keep track of basis information. He then started mumbling inaudibly, I couldn't understand him and asked him to repeat what he said. And like a mockingbird, he did just that, "isn't it your job to keep track of this information?". His tone was very abrupt and aggrieved. James sounded as if he was way in over his head on understanding the fundamentals of a simple tax form. If his competency for managing your investments is as atrocious as his knowledge in reporting requirements, you are risking your portfolio. The service he provided was horrendous. These investment groups get a percentage of your total funds being invested, you have a choice as there are probably literally hundreds of investment firms. I'll be directing future business elsewhere.

Jeanie Glenn helped us with our retirement decisions and is hands down the best help we've…read morereceived. We sought out advice from other planners and were not happy with the average advice and services. Jeanie treats you like family, and she has assembled a team of folks who specialize in services for folks retiring. We got help on what supplemental insurance to get with our Medicare from a couple she recommended to us and we are thrilled with the low monthly premiums we pay due to this great couples advice. She also hooked us up with an attorney who helps people set up revocable or irrevocable wills. Jeanie Glenn is a one stop shop for all your retirement needs. I am so thankful we found her. Very rare individual.

I can recommend this financial resource without reservation. In fact, as a physician in practice…read morefor over 30 years, I can honestly say that Mr Ziety's services were the single most useful membership benefit I derived from the Wisconsin State Medical Society. The financial landscape facing a physician can be a challenging one, a river with many currents each of which could have profound impacts on the optimization and safety of one's financial security. Mark walked us through this confusing minefield in a logical, thoughtful, and impactful way. He did so while being very patient with our many questions and, frankly, our anxiety. It is obvious he has a deep and powerful understanding of the laws, rules, and implications of investment, taxation, and management choices. Many of his recommendations were IMMEDIATELY actionable and saved us 10's of thousands of dollars. I would, and do, recommend Mr. Ziety to all my physician colleagues, (especially my younger ones...I wish I would have engaged WisMed Finacial many years ago). But if you are nearing retirement and have developed a significant portfolio, it is perhaps even more important to bring order and efficiency to the fruits of your years of labor and seek the professional expertise of someone with Mr. Ziety's skillset. Because it is important to consider, I found WisMED's managements costs to reasonable, especially when compared to the industry at large (I did my due diligence by exploring many of them and their cost structures). I believe it to be a good value proposition. It is obvious that Mr. Ziety has a profound understanding of the issues at play for high net worth individuals, takes his fiduciary responsibilities seriously, and brings integrity to his workplace. I recommend without reservation.

From the owner: Join other physicians who are turning their concerns about debt, investing, and retirement into a…read morefeeling of financial wellbeing and clarity.

Customer Service in bank and online is always supportive…read more It would be welcome to add an additional verification number check for their online banking - and to open a bank in Sun Prairie!

Ive been a member since 2016. I've never worked with an institution before that truly cares for my…read morefuture. The entire staff is warm and friendly! Recently Laura helped me with a new loan . She listened and understood my personal needs . Thank you to the entire team! Feels like family and looking forward to the future ! If you're not a member and looking for a loan apply with MCU . I promise they will try everything to help you no matter the circumstances!