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.

Are you interested in real estate education?…read more Absolutely a perfect place to go and learn how to start or continue in realestate. Great resources and knowledge for all skill levels and budgets. Make sure you come to one of the three meetings of the month and network and check everything out.

Great group for networking and learning! I recommend learning from the speakers and meeting…read moreeveryone that attends!

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.

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.

My family decided early in 2023 to relocate and at the time, the real estate market was virtually…read morenon-existent with inventory. Once we found a real estate agency to partner with for listing our current home, they introduced to Wes and his team as a lender for our new home. We put the cart before the horse in that our offer to purchase a new home was before our existing home was listed. This created crazy time frames for work to be done by all parties involved. (From offer to purchase new home, listing current home, accepting offers on current home, was about 3 weeks.) The lack of inventory in the market meant that we had to be ready to act quickly when the right house came along. Wes' team had the creative ingenuity, tools and resources that allowed us to act with the urgency needed to present an offer that stood out amongst the others. Ultimately, we believe that the offer stood out with strength and creditability which led to the seller accepting our offer. Wes and his team worked weekends, answered text messages at all hours and delivered the result they promised - on time. My family is beyond grateful for Wes and his team for all the effort that went into this project.

I truly believe our offer was accepted because of the cash buyer program that Patrick offers. As…read morefirst time home buyers, we had many questions and Patrick took the time to answer all of them, multiple times, and late at night. Thank you so much, Patrick!

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.

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.

Personable, flexible and up -to-date with all the tax changes going on these days, Margaret gives…read moresuccinct advice that enabled me to be a better tax prepared and valuable for a more complete tax return for my small business. No question was too small or too big. Her experience was self -evident throughout our conversations over the year. I feel confident that I am in good hands with this business finally after trying several other tax preparation firms. You will not be disappointed and genuinely thankful how they care for you as a client.

Since the owner, Margaret Bare, has seen fit to delete all three of my posts on Facebook and has…read morenot replied to my email asking why I received a letter stating that she was dropping me as a client because the company wanted to reduce the number of people they serve, yet on their Facebook page they are actively seeking new clients I cannot recommend this service. Ms. Bare seldom answered my calls in a timely manner, did not provide me with information desperately needed for my divorce until she was told the judge would subpoena her to testify, and did not file form 8958 which was required in my situation. My advice is to go to an actual CPA or even H&R Block for better service.