Drake & Associates has been our financial advisor for several years now. Tony Drake and his staff…read moreare routinely on local tv and radio with information on growing and protecting your assets. The staff there are EXCEPTIONAL! They work hard to put together a plan for your assets that includes growth and protection so that you can have a great retirement. My advice is start early and use a planner to make good decisions early. I highly recommend Drake & Associates!

From the owner: From the team we’ve assembled to the folks we serve, family is at the heart of everything we do. As…read morea retirement wealth management firm specializing in retirement financial planning for over 20 years, discover how these relationships help us create great retirements.

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.

I do like Educators Credit Union mostly because it's not one of those big awful three mega-banks…read morethat tanked our economy in 2008 and since then have been robbing the American public in the form of excessive fees and loan interest without mercy. This location has a great staff of friendly, efficient and able tellers. They have extremely limited contact during the pandemic which tells me they care about health and safety.

Customer Service: ***** Competitive Rates and Offerings:…read more ***** Digital Technology/App: ***** Educators Credit Union membership is open to anyone who works or lives in southeastern Wisconsin. Educators Credit Union is a financial cooperative. We've been with ECU for about 9 years now. We moved from US Bank after getting nickel and dime on a monthly basis and extremely poor customer service. We read about ECU, came in to talk to them and walked out with our accounts set up. Friendly, outgoing and accommodating customer service each and every time we go there for whatever reason. We have multiple savings, checking and home improvement loan here and now most recently a short approval process to get a pre-approved auto loan in a few hours. We were then able to better shop for a car. I was also there to help my oldest build credit, working with a rep and asked if it was possible to have him order me new checks and he went in and did that within 30 seconds instead of pushing it off to someone else. What we like best is one of their programs. Debit and credit card holders can earn reward points. Every dollar we charge on our debit/credit card: Debit card "credit" transactions = 1 point for every $2 spent Credit card "credit" transactions = 1 point for every $1 spent Redeem points for discounts and promotions on Educators products and services, cash back, gift cards, air travel, and more. We use our points for hotel stays and take side trips with the kids. I can't stress enough how exceptional the customer service is. After all, banking is a service business, and ECU does a great job to earn your business. ECU started out operating under the guiding principle of "Not for Profit, Not for Charity, But for Service." They consistently deliver on that principle.

My family and I have been customers ever since the early 70's. Specifically with John Conwell. and…read moresince his retirement we have been working with Daniel Aiken. The group moved from the old location on Main Street 6 years ago, to a very nice open modern building. Plenty of light comfortable furniture and decorations. Parking as always is easy plenty of open areas. Its on SIlverbrook off paradise and Hwy 45. Dan has many clients from all over America I'm just lucky enough to meet up face to face. Once a year to review distributions. I recall some of his clients have never had or needed a face 2 face. Every investor needs diversity value fit and price to meet your needs and personal objectives. I have nothing but praise for this group of advisors.

I worked with Ameriprise advisors from 2005 to 2007. They did an o.k. job for me, but the cost was…read morefairly high for what they did. I have a small account (about $110k) and I didn't think that I received the service I should have gotten. Slow call back times, feeling rushed on the phone, etc. If it was just the mediocre service, I could understand that because I'm a small fish. If it was just the high cost, I could understand that because big companies can charge more. But the combo of high cost and mediocre service is what eventually drove me away.

My wife and I sought out help from Ben because we needed a way to remove the emotional aspect from…read moreour money management. Budgeting has never been our issue; we have always lived within our means. It was what to do with our savings and investments that we had questions with and felt like we couldn't, by ourselves, make sound decisions. We're in the early stages of building our family so there are a lot of life events ahead of us and Ben has been able to provide guidance on how to balance different goals. Along with that, working with someone who is un-biased and compassionate was crucial. It can not be understated how important it was to work with someone who is a fiduciary. We wanted nothing to do with fees, commissions or pressure. Ben has listened more than anything else. He feels like a partner, someone that we can trust and someone who truly wants my wife and I to succeed. He has given us the investment guidance we were in need of which has put us at ease knowing that we have an investment strategy. We're more than happy paying a monthly fee for the peace of mind and comfort we receive from Ben.

From the owner: Cove Financial Planning is a fiduciary, fee-only Registered Investment Advisor focused on…read morecomprehensive financial planning and socially responsible investment management. Cove has offices in Milwaukee, WI, Evanston, IL and Minneapolis, MN and works with clients virtually across the country. Their mission is to help individuals and families align their financial plan and investments with their future goals as well as their core values. Ultimately, they're here to help you Do Well While Doing Good!

A really wonderful experience and a great value. He has done our taxes for several years and…read morecontinues to do solid work while leveraging technology in innovative ways to make the process painless and smooth.

JCW was amazing to work with, my brother and I had an account for many years that retired. JCW and…read moreother former accountant were able to exchange information with no issues. My brother lives in another state as well. 5 stars