Madison, WI Financial Consultant

Ive been very pleased with all of the helpful investment advice Ive received from Matt and also the Medicare information from Steve. I highly recommend this company.

VERY PROFESSIONAL AND HELPFUL BANKER'S AT OLD NATIONAL BANK

Zach is great to work with. He takes time to explain all options when it comes to investing, and is proactive in managing our portfolio.

Wonderful

Andrew is amazing at both educating & advising, which makes the experience of investing so much less intimidating. Highly recommended!!

Mobile app and debit card were down all day Sunday And they never admitted it. Stuck out of state with no gas money. More like Base Camp Credit Union.

I love it here!

This place sucks it says the atm is open after business hours but thats a lie. I try swiping my debit card outside the door and the door is still locked so disappointed

Wonderful

It's been a pleasure working with Nick over the years. He's given me a ton of valuable advice, and I feel I can trust him completely with my financial needs. I recommend ... more

Not open. Terrible customer service

Steve is the best. I always recommend him to my friends.

We love Sterling Merchant Solutions! Thank you for walking us through the process and making everything so easy... We had no idea how much we could save! I’m definitely ... more

Great people that operate on sound principles and provide solid guidance. They're routinely ranked as a top advisor group in the state of Wisconsin for a reason. They ha ... more

Great people that operate on sound principles and provide solid guidance. They're routinely ranked as a top advisor group in the state of Wisconsin for a reason. They ha ... more

paul v (their vice president) - an advisor who contacted me (illegally telemarketing to people on the no call list) has two customer complaints with finra and he was obvi ... more

Dave and his team have been amazing again on helping us secure a mortgage. They worked very hard and communicated clearly and efficiently with us throughout the whole pro ... more

This was my first tax year working with Tom and I highly recommend his services! He was extremely communicative, informative, and efficient. I was able to upload all of m ... more

Is there a reason Carol is super rude and taking out her frustrations in life on her customers? I guess if I looked like that I would be angry too

Johnathan gave a very good presentation at little Vikings. Learn some new things that I didnt know about retirement as well as a better understanding on things I thought ... more

Bret has been great to work with over the years. He helped me think through my coverages, responded quickly with quote information and made the whole process painless and ... more

I chose Atlatl Advisers for their reputation, and they lived up to it. Their team provided me with excellent wealth management advice, tailored just for my situation. The ... more

It was simple and easy