Annex is a marketing company moonlighting as an investment company. Poor returns driven by an…read moreoverpaid Willy Nilly analysis paralysis investment committee who's consistently behind the market. I crushed their returns with a company Fidelity 401K account with six real investment options. I know seven people who have/had money there, five left. They couldn't find a nickel if it was stuck between their bleep cheeks. Don't walk away from Annex, RUN!

Well I just received my September summary report and once again looked at $9,000+ loss for the…read moremonth. Thats 18 months in a row of losses. If Annex is a fiduciary how is losing retirement money month after month good for me ....the customer. I do keep scratching my head trying to figure out why I have certain funds in my portfolio that have a 5 year trend of losses. I did asked my "Wealth Manager" and was told not to question the investment committees decisions. Just love dealing with a condeesending individuals.(not really) I do give Annex credit for starting to put client monies into CD's. Although they were about 90-120 days late in pulling the trigger on this one. There are many good professional managers at Annex Wealth. Just wish they were more hands-on with the client regardless of the portfolio balances.

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.

Where to begin....my husband and I were referred to Michael Leist several years ago by a friend for…read moretax preparation. Michael was great to work, extremely knowledgeable, and personable. Also, the Leist Group sponsors a charity every tax season as a way of giving back to the community. We then enlisted Michael and his team to assist with our investments. The Leist group makes you feel valued, no matter how big or small your portfolio. When we moved to Texas, we continued to work with Michael on our financial needs. We are grateful for his guidance during the recent passing of our father - he took on the task of transitioning the accounts and made it very easy for us at a difficult time. We appreciate the Leist Group taking good care of us!

My husband and I have been going to Michael Leist, EA (which stands for "Enrolled Agent" - higher…read morethan a CPA) for tax preparation for several years. We thought we'd try him after receiving a postcard for a lower rate than the $250 we were paying to a local tax firm for simple household tax preparation. Turns out, Michael Leist caught errors THAT firm was making for years costing thousands!!! Michael was most helpful in correcting the errors, filed corrected returns with the State for a modest fee, and recouped us a lot of money! We were hooked and have been going ever since. Michael gets a kick out of working with clients towards goals and progress relative to tax effectiveness because he knows the rules so very well. Now we are doing some investing with Michael Leist and that is going very, very well also. We will be doing more this year and years to follow. We could not be happier with The Leist Group. Plus the staff is helpful, responsive, professional and nice on top of it all! Instead of dreading tax time, as in the past, we look forward to it. Oh, forgot to mention that Michael Leist is a Mensa member, yet you'd never know what a smartie he is because he loves to laugh and have fun!!! Great guy! Great company!

Ben Mulliken is the best realtor. He is knowledgeable in all aspects of the search. He works with…read morehis clients to find the best fit for their financial situation as well as their lifestyle and preferences. He was flexible with our schedule and taught us so much about houses, the markets, location, and the process. Ben really knows his stuff!!

Martin was patient, working with us for over 3 months while we came up on Mondays from Chicago…read morelooking at over 40 houses, showing us places all over Milwaukee. We finally found the house of our dreams and after getting pre-approved and having issues with our first loan he referred us to the guys who made it happen. Overall Martin is a laid back, knowledgeable realtor who has given us other great recommendations for our housing inspector and other contractors in the area who are trustworthy and do the job right at a fair price. Thanks Martin!!!

Excellent service and their app is easy to use for buying and trading. Great customer service!read more