Sample Reviews

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My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Prairie Du Sac Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Prairie Du Sac Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Prairie Du Sac Financial Planners Provider Name Locked
. (
Prairie Du Sac Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Prairie Du Sac Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Prairie Du Sac Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Prairie Du Sac Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.
A

Rating
GREAT!
Prairie Du Sac Financial Planners Provider Name Locked
,
Prairie Du Sac Financial Planners Provider Name Locked
provided me with as much information as possible. I was exceeding happy with the visit to his office. He is a very compassionate human being. We went through all documents and I felt comfortable with his suggestions about how to proceed on my financial plan. I am highly impressed with this man and his skills.
- MELBA W.
A

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It went amazing. They were professional, helpful, and truly cared about my claim being paid. I would strong recommend
Prairie Du Sac Financial Planners Provider Name Locked
to anyone who is looking for a top quality insurance broker.
- brian D.
A

Rating
Last fall (Sept. 2013) I was frantically trying to prepare an overdue report to the Court for my son's Guardianshp status. It was very complicated, and I was buried in data that I couldn't balance. Our lawyer suggested I buy
Prairie Du Sac Financial Planners Provider Name Locked
. I soon discovered it was way too difficult for me. Then I bought Quicken. It was more accessible but still hard to set up. I have multiple accounts for my son, and every time I transferred money from one account to the other, it showed up in Quicken as income rather than as a transfer. I found
Prairie Du Sac Financial Planners Provider Name Locked
(aka Dr.
Prairie Du Sac Financial Planners Provider Name Locked
) on the Internet, and in a moment of desperation, having not found anyone among friends or family who could help me, I decided to give him a try. He came to our house on a Sunday afternoon and rescued me! He stayed for about 5 hours, taught me how to use Quicken, helped me organize 18 months of financial records, and printed out the reports I needed. I was absolutely thrilled. I joked with him that I felt like Princess
Prairie Du Sac Financial Planners Provider Name Locked
saying, "Help me
Prairie Du Sac Financial Planners Provider Name Locked
Kenobi. You're my only hope!" I can't actually remember how much he charged me, but it was reasonable given the number of hours he spent. I believe he charged approximately $120.00 per hour, but he was very generous with his time.

I went for several months without using Quicken, and of course by that time had forgotten much of what he taught me. I am not very technologically savvy, and although using the accounts he had set up was easy, by March 2014, I had deleted files and could not retrieve them. I had changed bank accounts, forgotten my password and couldn't find the paper I had written it on. In other words, I had totally messed up the systems he had set up. Once again I called him, and he came out promptly. He helped me re-organize the Quicken accounts, and in addition, set up accounts for my personal taxes. He actually enjoys taking on these challenges!
Prairie Du Sac Financial Planners Provider Name Locked
is very good at what he does. He was very patient with all my questions. I recommend writing out a list of questions for him before he comes. I am once again working on the yearly account to the court, but this time it is much easier, and I am being much more successful at using the systems that are in place. I highly recommend
Prairie Du Sac Financial Planners Provider Name Locked
, and will use him again in the future if I need to.

- Dianne H.
A

Rating
Prairie Du Sac Financial Planners Provider Name Locked
8th 2014







Bottom-line,
Prairie Du Sac Financial Planners Provider Name Locked
and
Prairie Du Sac Financial Planners Provider Name Locked
made the process of restating our trust documents
Prairie Du Sac Financial Planners Provider Name Locked
and very affordable.



We originally had our trust drawn up by a prestigious law firm downtown that provided documents for a substantial sum in a nice padded binder with an audio presentation. Twelve years later I couldn’t begin to explain to you what we had signed even after receiving a two hour in person presentation with one of the principals.
Prairie Du Sac Financial Planners Provider Name Locked
made the trust mechanism easily understandable and provided the same documents for a fraction of the original cost.



Advanced
Prairie Du Sac Financial Planners Provider Name Locked
isn’t something we wake up wanting to do but my wife and I feel it is an important step in securing our future security. Working with
Prairie Du Sac Financial Planners Provider Name Locked
was a pleasure and one we recommend to anyone with a need for estate
Prairie Du Sac Financial Planners Provider Name Locked
services and the documents it requires.
- MARYANNA W.
A

Rating
Mr.
Prairie Du Sac Financial Planners Provider Name Locked
provided us with excellent professional service. He took the time to explore our claim, find the relevant paperwork, and explain the details of the situation. He went out of his way to insure that we understood what was required to solve the problem of the contested charges from the medical laboratory. He was dedicated to idea of solving this financial problem fairly for all parties. What a gentleman! The world needs more businessmen with his ethics and his class. May he live long and
Prairie Du Sac Financial Planners Provider Name Locked
.
- Linda V.
A

Rating
Doc
Prairie Du Sac Financial Planners Provider Name Locked
was delayed one week due car problems.
The next week he arrived when he said he would diagnosed and repaired the mower in about an hour.
He showed me exactly what was wrong and explained everything he had to do to get the mower working.

- Martin S.
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All Financial Planners in Prairie Du Sac, WI

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr
Irvine, CA

a new life Debt Consolidation

128 W Wilson St
Madison, Wi

Adler & Associates, S.C

1424 N. Highpoint Rd.
Middleton, WI

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Allsup Inc

300 Allsup Pl
Belleville, IL

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders, NJ

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

CAPSTONE CAPITAL MANAGEMENT

2000 PRAIRIE ST
Prairie Du Sac, WI

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD

Catholic Financial Life - Kyla M Klein FIC

590 Grand Canyon Dr
Madison, WI

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

Dunlap Wealth Management Group

14074 Trade Center Dr
Fishers, IN

Farmers Insurance - Bergum Agency

536 Southing Grange
Cottage Grove, WI

Growth Guidance Solutions

3705 Spring Hill Ct
Middleton, WI

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE

iBank

3090F Pullman St
Costa Mesa, CA

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

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