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Recent Finance Advising Reviews in Waukesha

  • A
    Scoreology
    I was helped over the phone and it was a very good experience. I was treated very respectfully and the provider was very informative.
    - Kim M.
  • A
    Accurate Title and Closings LLC
    This company met all my needs were very helpful. They were fast getting this completed right away. They have many professional places to meet to make things easier, which was very helpful. They were actually a bit cheaper then other places as well. Thanks for everything.
    - Robert J.
  • A
    NORTHWESTERN MUTUAL FINANCIAL NETWORK
    We started working with Melinda about 2 years ago. She is very friendly and knowledgeable. She has helped us to get our finances in order and to see the big picture. We feel very secure knowing that Melinda and her staff are there to answer any questions that we have during this scary financial time.
    - PAUL R.
  • A
    PRIME FINANCIAL SERVICES INC
    We have worked with Mike White at Prime for nearly 20 years. He suggested various funds that we should consider and his advice has contributed to allowing both of us to retire at 55 and to enjoy a life free from worry about money. Mike is very responsive to any concerns that we have and let's us know quickly, if changes are occurring in the investments that we need to know. He has helped us immensely in not only directing our investments, but in teaching us about them.
    - Ilze B.
  • A
    Investors Advisory Group, LLC
    They seem that they are doing their best for the client, not necessarily just trying to line their own pockets although they get their share.  I think they are genuinely concerned and want to do their best for you.  Their charge is around 1%.  Price wise I suppose they are right in there with the average.
    - Tom L.
  • A
    NORTHWESTERN MUTUAL FINANCIAL
    I gave Miles what my goals were as far as wanting to set a budget for myself and save money for the future, both long term and short term. He asked me lots of details about myself, my education, my family and overall background to make sure he really understood what I wanted. I was impressed with the detail he gave to me and the amount of time he spent really listening to me and making sure he fully understood what I wanted during our first visit. Then, I gave him some requested documents so he saw what I currently had and then he came up with an overall financial plan for me. He set me up with everything I need from day to day spending, to successfully retiring with enough savings to never have to worry about finances again.
    - KATHRYN M.
  • A
    Patriot Financial
    Eveything always goes great again we invest monthly and it is always smooth... quarterly reports, annual statments and reviews of account... No pressure always doing what is best for us.
    - Burton R.
  • A
    Patriot Financial
    Fantastic staff, Very friendly and Helpful. Honest and even suggested that my father leave some of his investments with another company because it would be better not to more them. Scott is a Vet and I appreciate his service as well as his professionalism and expertise.
    - Burton R.
  • A
    The Neal Group, LLC
    Great, Jon is a great person to work with and he has a great work ethic and staff that are willing to help you save and/or get back every single penny!  The price is up there but the protection and great help he gives you with his services are second to none!
    - Santiago S.
  • A
    EDWARD JONES CO
    Bob was so helpful, really knows his business and goes out of the way to help, as if you were his only client. Bob treats you as though you were a family member. Would highly recommend him to everyone I know. Bob goes out of his way to help and is even available after hours and on weekends to fit my schedule and does an excellent job!!!!
    - DEBBIE S.
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Financial Advisors in Waukesha

Companies below are listed in alphabetical order.

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