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.

Extremely unprofessional. One return was filed right before deadline (even though we are fine with…read morean extension) Now our calls and emails are ignored. We found another firm.

We have been working with Beckett Tax for years and always had excellent service. Tylor, the…read moreowner, is knowledgeable, friendly and always accurate.

If you are looking for someone who is consistent, affordable & personal; You've found the perfect…read moreperson. We started going to Eric Collins over 8 years and will never go to anyone else. I have referred so many people to him, and they all end up staying with him. Eric is very knowledgeable and able to answer any questions we have. All you have to do is provide him your paperwork and he takes care of the rest. The services you receive, along with his fair pricing; We STRONGLY recommend going to him! 608-661-5503/CollinsTax.wi@Gmail.com Appointments required: M -Thurs 10 a.m. - 8 p.m. Fri 10 a.m. - 4 p.m. Sat 10 a.m. - 5 p.m. Sundays, by appointment Additional evening & weekend hours are available by appointment

I haven't yet heard back after leaving a voicemail six days ago, so that doesn't exactly instill…read moreconfidence in me. Thankfully, Beckett Tax was able to meet my needs, so if Collins calls back it will be too little, too late.

Competent, confident, trustworthy and client centered…read more Have 100% trust and assurance in their professionalism. Highly recommend

We have been with the Capital Group for nearly 20 years. We have been extremely delighted with the…read moreservices provided by John Litscher and his team. His weekly bulletins provide valuable information and their seminars are often of interest. John and his team are very accessible via e-mail or phone calls. We have seen steady and impressive growth in our portfolio over the years. He and Colleen are able to provide thorough explanations as to how and why we should be investing in certain financial products. As we have eased into retirement their advice has become even more invaluable regarding RMD, taxable income, long term health insurance and Medicare issues we need to be considering. We have never felt rushed or pressured into making decisions about our finances until we have all of the facts. We are just so grateful for all of the work being done on our behalf by the Capital Group.

Paid for time sensitive taxes to be prepared however, despite my many attempts to reach out to him…read morethrough phone, email, etc, I have not heard back from him in over three weeks.

I have been going to Roland for years to prepare our small business taxes. He is very…read moreknowledgeable about taxes and current tax credits & laws. The reason he did not get 5 stars from me is he does not have voice mail or an email address to contact him. I think during this day/age it is vitally important for people to have access to a small business anyway possible. If you call his phone number it will ring and ring and ring. Really, you don't know if you are even calling the right number. There is no opportunity to leave a message or anything. To me, it is really quite annoying as I need to take time again to call back. Hopefully, he answers the 2nd time as I would need to call again. If you have questions or comments, you would have to call again.... I've asked for an email address and why he doesn't have voice mail. He said something like he wasn't good with technology. I actually am considering finding someone else who has at least voice mail or text messaging. Otherwise, great guy, great tax service done correctly & quickly.

We have been nothing but happy with the wise counsel we have received. Very knowledgeable,…read moreespecially about WRS. Our advisor took all the time needed to answer our questions. My wife is an Econ PhD so knows BS when she hears it. We have been to other advisors just interested in selling products. WDS acts as a fiduciary and takes that responsibility seriously. We have mostly used pre retirement advising so can't really speak to the performance of the funds. The strategy makes sense to us, the rest is the market.

I took the retirement seminar that WDS presents through UW-Extension and was very impressed with…read morethe breadth and depth of information. The materials were very helpful as the pace of the class is fast due to the amount of information being provided. There was no pressure at the class to meet with an advisor but I chose to receive the complimentary review of my situation. I met with Kyle French twice and he did a comprehensive review of my positions and went over the results clearly and without pressuring me to sign up with WDS. I am not currently a client so cannot speak to the investment performance.

Jackson was great to work with and very thorough in answering my questions. He helped me make sure…read moreI caught every possible break. He was also easy to reach on both the phone and email. I highly recommend Masters tax prep! Thanks Jackson!