Brookfield, WI Financial Services

Carolyn and her team are top notch! Our family had a seamless process using her awesome tech tools for uploading our tax documents and information, quick response time t ... more

After my free introductory meeting I felt Rick was honest and smart. My business partners and I are working with him.

Bank 59 is a horrible bank for a mortgage.

I'm so happy to find this community bank. My banker was knowledgeable and helped me out tremendously. They have the best CD rates in the market and an unadvertised money ... more

Everyone is so friendly and professional. Chandra at the Brookfield location, #5, has been extremely patient with me with all my questions. I have been a member for over ... more

I like the hours and they’re nice here

Muhammad was very helpful getting my online banking activated. Very patient and professional. I recommend him with any banking issues you have.

True professional.

An excellent financial advisor! Across the board he is responsive, receptive to my individual needs and his financial expertise has been invaluable through the years.

We talked and laugh played around etc?

Friendly. Helpful.

Edit: I have witnessed Ed be discrimatory towards multiple customers. I was in last week, after a customer finished his business in front of me, Ed made derogatory commen ... more

Mark keeps me informed on my stuff that I have with Edward Jones, he will call and reach out to me if he needs to see me or if anything changes. He also goes out of his ... more

Shannon is the best financial advisor in the Milwaukee area!

After my free introductory meeting I felt Rick was honest and smart. My business partners and I are working with him.

I've been with SVA for a few years after being switching from another accounting firm in Milwaukee. SVA has been great at not only performing expected accounting duties, ... more

Trust, confidence, ethical advice. This is what I have experienced over the years with Jeff and Joe Steffes- The Steffes Group at UBS. Always sound advice and good counci ... more

Sara really does a great job looking at the whole picture for a solid Financial Plan.She takes the time and does the detail.Excellent,Friendly's very professional and doe ... more

The staff at Wisconsin Tax Defense was thorough, careful, patient, and professional., The website is also comprehensive and easy to use. I recommend them without reservat ... more

Harrison is a great rep great service!!!

PNC your business has F-ed UP!!! I will NEVER get with you as a customer!!! I can't BELIEVE that you would have locations open for business that ONLY BENEFITS YOUR ACTUAL ... more

Great bank

another company that makes you do an annoying survey.

I have been working with Rich for over 14 years. I see him as a man of great integrity who cares about his clients. I love the fact that he gives me personalized service. ... more

Can't make a simple cash/check deposit with a human, you can only use their ATM. Avoid this 'branch' if you want to do normal banking.

Financial advisor Shawn Thomas really goes out of his way to customize plans for his clients needs and wants. Retirement can be tricky but his years of experience make y ... more

Quick, Easy, Professional and freindly. Learn new tips for next year.

Great bank with a very friendly and helpful staff!

I would not advise using RBC for investment services. My personal experience was one where I was contacted constantly to buy and sell. I was told by a personal friend tha ... more

On Friday, February 16, 2024 I tried to withdraw a large amount of money from my Chase account at the Brookfield branch. A young-lady-teller (I'm so sorry I neglected to ... more

I pulled all of my retirement out of TIAA-CREF several years ago and put it in Fidelity (only 2 choices for my universities). There was about $30k that could not come ou ... more

I worked with Ameriprise advisors from 2005 to 2007. They did an o.k. job for me, but the cost was fairly high for what they did. I have a small account (about $110k) and ... more

Once again I was informed by miss Conway of she doesn't control market very true but if the fund she has you in is under performing she reluctantly fight you to stay in t ... more

ONB takes over and then expects customers to sit on hold for up to two hours. Did you folks not understand and PLAN for higher phone volume. How about a we will call you ... more

Problems do not buy, i recently purchased a Chevy equinox and the timing chain broke destroying the master cylinder, GM knows about this problem and rather than recalling ... more

My 401k plans have been with Fidelity since 2001! I like the free reviews they give to ensure you are on track. I've worked with a CFP to make financial moves that fit ... more