Sarah has been so incredibly helpful and patient with my somewhat difficult taxes…read more Being a nanny, taxes can be complicated and overwhelming (at least for a tax naive person like myself), but she has gone above and beyond to make sure I'm taking the right steps so I'm ready for what I owe come April 15th. She's very easy to talk to, so thorough, and asks questions I would have never even considered...she seems like she truly cares about he customers, which is so nice when it comes to something as unpleasant as taxes. Highly highly recommend!

Go to this locally/women owned business if you want your taxes done right and quickly. Of course,…read moreit helps if you have your paperwork in order and come in prepared. If you do your part, you will leave with your taxes filed. Sarah is prompt, efficient and pleasant. She even gave me some great "homework" advice for next year - when there will be many changes to the tax code.

I recently had my car stolen with all of our luggage in it including sentimental pieces, so…read moreneedless to say I was in a panic. I spoke to Nicole from Cliff and she calmed me down, listened to my concerns, and even shared her own experiences with me. I've been with Cliff Insurance agency for 6 years and have had nothing but great experiences and service from them. Thank you Nicole for your help and understanding!

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.

Wow. Steve and his team are amazing! Without going into too much detail, I took my taxes to…read moreBroyles & Company CPA's last year and they worked a miracle. They organized several years of tax returns and made sure I had everything I needed done and filled out so that I could get my taxes fixed. This year, I took my regular tax return to them again. They were a little expensive for just a basic tax return, but the service and finished product are worth the extra cost. I'll be taking my taxes to them every year for sure!

This was one of the best Google search results that I've ever had. I needed a CPA, close to my…read morehouse, at the best price... just because I wanted a professional to handle my tax return. I found Steve Broyles and I cannot express how helpful him and his staff was at getting my return filed quickly, efficiently, and to my advantage! After filing my return, I was even more impressed with the personal service that Steve gave me... spending nearly an hour on the phone with me to go through tips, tricks and a high-level assessment so that he could help me take every financial advantage possible for the next fiscal year.... with no additional charge for that time and advice. I could do my taxes myself... but I am so thoroughly impressed, that I will be a Broyles client from now on. Excellent!!!

I have been with Thomas Bradley now for many years and have been very happy with both their prices…read moreand professionalism. Calls and concerns are always answered promptly. I saw someone complain about prior service but that gentleman is no longer working there. I couldn't be happier.

Twice attempted to contact them with poor/no response. First time I left two voicemails and…read morefinally, after three days, emailed Brad Zeman and he took two days to respond. Last week I sent an email to inquire about adding coverage. 48 hours with no response I switched agencies.

Caine was very attentive and provided what I needed in a short timeframe…read more Much appreciated!

Highly recommend working with Tyler. Prompt responses and always friendly and professional…read more Lowered my car insurance and explained everything very well. Felt very well taken care of.

William Micke, JR did an excellent job on my complex tax return and for a very reasonable fee. I…read morehighly recommend his services and he was prompt and pleasant to work with.

Completed taxes here in 2013 and 2014. A few issues came up with the completed return in 2014. Glad…read morethese guys stood by their word and ultimately helped to resolve these issues. Not giving full 5-stars as responses were not always the most timely (they did always eventually respond) and issue escalated to owner was not handled well, but Jamie was overall good to work with and very knowledgeable.

Patrick Marsden is truly one of the nicest people I have ever met. And he is down-to-earth and…read morematter-of-fact. The combination of these personal characteristics makes the whole business of insurance enjoyable! I would recommend the Mardsen State Farm Insurance Agency to any friends and family who are looking for insurance.

Patrick has a great operation. They are kind, but also extremely efficient and knowledgeable. I…read moreused to sell insurance for a different organization and it eroded my trust in the insurance agency until I met Patrick and Melissa. They honestly seem to be focused on the best interest of the customer, as all insurance agents would be in an ideal world. I never felt pushed to buy more coverage than I needed. On top of that, once I moved states, they helped me find someone who met their standards in New Orleans, which I greatly appreciated. The referral they gave me was to a group of similarly honest and concerned agents. Having sold insurance and quit because of how exploitative it can be, I cannot recommend Patrick's office highly enough. This might seem like hyperbole, but they restored my faith in insurance.