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Finance Advising reviews in Madison

  • A
    Perk Planning
    Lisa is a fee-only Certified Financial Planner and does not sell any investment products. So she is required to give advice in the best interests of her customers and I definitely experienced that. She took time to understand my goals and background, helped me understand my options and also assisted with some of the next steps. I will continue to use Lisa's expert consultation as I have life changes.
    - Anne D.
  • A
    AMERIPRISE
    I highly recommend working with Sharon Brantmeirer! I started working with her when I had a state job and retirement package that I needed to understand and balance. She is down to earth and focused on and respectful of your desires. She provides great advice and options and keeps adjusting things as life circumstances change. Great recommendations for a local tax person when my family's income changed.
    And not just me, but my mother began working with her and two other friends - all in very different places in their lives and circumstances, but all very pleased with Sharon.
    She takes the scary out of financial planning, explains things straightforward manner, and even stays on me to come in for regular reviews.
    Love her!
    - Miche L.
  • F
    EnRich Financial Partners LLC
    y brother who has power of attorney for our 85 y.o. mother just called to tell me that mother has lost 20% of her money and has been charged $10,000.00 per year  for the privilege. Mother is not very savvy at 85 and trusted these people. we know there are no guarantees but no one in the financial business can explain why this has happened since the market has risen back to pre obama highs.noone in our family has had a report from them for several years.  watch out with these guys.
    - DAVID E.
  • A
    King Financial Group LLC
    We were extremely pleased with the professionalism, sincerity, confidence, and trust that Andrew King displayed in every step of the transaction. He visited our house at times that were convenient for us. He listened to our concerns, and seemed prepared for every curve ball we threw at him. If he didn't know the answer (infrequently), he was honest and promised to get back to us promptly (which he did). I always felt like he was on our side, looking out for our best interests. I never felt like he was telling us something simply to further his own commissions. I have frequently referred him to our friends. In this day and age, it's critical to have someone who is interested in your financial best interests before their own.
    - John R.
  • A
    AMERIPRISE
    I have used Sharon Brantmeier at Amerprise as my financial planner for several years. She is friendly, professional and best of all, done a great job with my financial portfolio. She is willing to answer e-mails and phone calls.
    - L G.
  • A
    CAPSTONE CAPITAL MANAGEMENT
    It went well. The initial charge was only $25. After that, Chris Klein, the planner, makes money by a small commission on the various investment vehicles, which he places your retirement money in. The initial $25 was well spent because he produces a very detailed, impressive financial snapshot. Of course, he does this to build trust and earn your continuing business. We've only been with him for a half year, at this point, but are satisfied so far. Long term, I guess we'd have to say the jury is still out.
    - KEN P.
  • A
    Fiscal Fitness LLC
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    - Paul L.
  • A
    Fiscal Fitness LLC
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    - Darrell G.
  • A
    King Financial Group LLC
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    - Marcia H.
  • A
    Kerry Stevens CPA
    She was prompt and thorough. She can give you pros and cons. She doesn’t try to tell you to do anything. She explains things well.
    - Marena K.
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Financial Advisors in Madison

Companies below are listed in alphabetical order.

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