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!

I was a customer of Capitol Bank for 23 years. I always felt like there was a yoke around my neck…read more I received no help during covid from this bank, although I was able to get two low interest SBA loans for my S corp and my LLC, as well as grants from Dane Buy Local. They continuously set the loan renewal for short periods, charging exorbitant renewal fees. It was especially difficult during the economic downturn of 2008. They even tried to foreclose on me, even though I had never missed a payment. I went with Capitol Bank because Todd Geltemeyer, who I met through an economic redevelopment coprporation, had transferred to Capitol Bank. He eventually left, but I was roped into the loan, with little option to transfer to another bank. I have finally been able to switch to One Community Bank and have received excellent service there. I wasn't even able to access my account online with Capitol Bank, whereas, with One Community, my payments are automatically deducted and I can check my payments easily online. I would recommend going with One Community Bank for all your business needs.

The service here is always great. They treat you like a person and not just a number. They're…read morealways willing to help you work something out if their banking products aren't working for you. I highly recommend them for basic banking and mortgages. They have a great "community" touch to all their transactions. I feel better here than at a big bank. Most employees have been there 10+ years which makes developing relationships there a long-lasting experience.

We have been with Oregon Community Bank (now One Community Bank) since we moved to the area in…read more2007. We have always found the staff friendly, helpful, and accurate in our transactions.

Stick with bigger banks. Staff is rude and they cannot handle basic accounting principles. If you…read moreneed to research previous activity they cannot tell you historical balances. The high schoolers they hire can barely add and subtract, and give you a blank stare when you ask any question that involves basic math. The older staff uses calculators instead of real software which leads to a lot of human error. My understanding is they use spreadsheets for updating accounts each day instead of advanced software like bigger banks use. Stick with bigger banks. If you question them about your account even in a nice way they snap at customers and accuse the customer of being wrong. Run away from this bank. They do a lot of manual entry instead of using software and their mobile app....lousy and inefficient. Customer service is awful. The bankers they hire cannot handle accounting questions. And no one knows how to transfer a phone call without you being dropped about ten times. I am concerned about their attitudes and manual accounting practices. Also at issue is their hours. There is not a 24/7 line to call if you have account questions. The only number you can call after hours is if your card is lost or stolen. So if you have pressing questions and it is after hours you are out of luck. Go to a bigger bank. Real banks use state of the art software and can research any dollar amount for anytime. OCB is the worst bank you can try. The staff is unqualified in basic accounting.

With a little bit of time, and a little bit of effort, you can maximize your income and investments…read moreusing the guidance of Sue Peck of Evolution Financial. Sue is not only good at what she does, but the level of service she provided us showed that she cares about our money as much as we do! With a couple simple changes and much reassurance from Sue, we are using what we already had more efficiently. While we try not to think about the costs of retirement, Sue kept it in mind while we discussed our current and short-term money goals. It's a relief to know there's a second pair of eyes on our future. I would recommend Sue whether you are just starting out, need a refresh of your financial situation, or are an expert financei looking to increase your knowledge (and benefit from it!).

Sue was SO helpful! She is kind, informative, and encouraging. As a 27-year-old with no experience…read morein financial anything, I was very intimated and unsure where to start. I signed up for a 15 min session with Sue, and it is the best financial decision I have ever made! She took the time to help direct me to someone who could be most helpful to me for where I am at in my life. She was comforting, supportive, and exceedingly helpful. For the first time in my life, I feel like I can be in control and make smart and informed decisions with my money!

Julie and her staff are Top Notch!! My questions are answered in a timely manner, and they always…read moreare cheerful and happy to help me. I feel like my insurance needs are more than adequately covered by Julie, and are reviewed with me as my needs change. Exceptional service!

Julie Bass has been my agent for 15+ years with multiple policies. She has been consistently…read morepersonable and knowledgeable, with an efficient staff. One of our vehicles was damaged in a hit-and-run last month and we once again received great service in getting it repaired. This is an insurance agent who cares and listens - I highly recommend.

I've had the pleasure of working with Meg and her team for almost ten years. I am constantly…read morereminded why I continue to recommend family, friends and clients to seek their help with their tax and accounting needs. Meg is personable, professional, sharp, a strategic thinker, friendly, kind and overall a pleasure to spend time with. I often reach out to her to help solve financial and tax 'puzzles', which we both enjoy. I highly recommend Meg and her team without hesitation. They are proud of the excellent work they do and I consistently receive wonderful feedback from the families they help.

While Schell CPA was very professional, they charged 5 times what another accountant did for the…read moreexact same return. I go to Beckett Tax now and am much happier.

Tasha has done accounting work for our business and completed personal and business tax returns…read more She does and excellent job and I highly recommend her!!!

I've worked with Tasha for over 5 years and she has been simply amazing to work with. She has been…read morean incredible resource for my small business accounting needs, and is always working with me to find the best solutions for my short and long term tax planning requirements. As a part time real estate investor and professional life and business coach, I have a lot going on but I can always count on Tasha to help me think through my critical business decisions. Not to mention, Tasha is a lot of fun to work with (not the typical M.O. for Accountants!). I am always recommending Tasha when someone is looking for a "good accountant".

they are the best they always helpful and go over everything , good rates great life insurance…read moreprograms

Diane was very helpful in helping my daughter receive a distribution on a claim that was somewhat…read morecomplicated. We appreciated her help very much.