Cedarburg, WI Financial Services

Professional, understated but elegant and comfortable.

Great team there to manage your money. Listen, respond and respect your decisions.

Obnoxious firm that intrudes on your privacy . I will never use or recommend them.

Been doing our taxes with them for a few years now and plan to continue for many years to come. Appreciate the speed/flexibility they offer. Thank you!

We are dealing with the estate of a deceased relative. He never answers the phone or calls back. Ever. Would not recommend at all.

Jolie was always flexible to my needs! She is a very competent and pleasant to work with.

Friendly staff but that is about it. This was a really neat building back in it's day. Unfortunately, it has been neglected and abused for a while now. They have wrongly ... more

We recently acquired a mortgage through Summit Credit Union in Cedarburg, WI. Our mortgage loan officer, Linda, was excellent! She went above and beyond to help us wit ... more

Knowledgeable about my inquiry and helpful to resolving it. I will continue to use them. Trusted service.

Very helpful. Lisa & Scott are easy to work with.

We were looking to replace all of the original windows in our 1960 ranch. We wanted quality windows and it was important to me to find someone that cared about craftsmans ... more

Brought a customers check here and they wouldnt cash it because I dont have an account!

Best customer service you could ask for in a bank and they do a lot for the local community!

We would like to express our gratitude to Bridget for all of her assistance, professionalism and friendly demeanor during the purchaseof our home. She made difficult situ ... more

Thank you Jason G for all your help! Myself along with my colleagues at work all appreciate your help with transitioning most of us to BMO. It was a pleasure to work with ... more

Good, the products are fresh and within reach of the customer's pocket.