West Bend, WI Financial Services

Personal service very knowledgeable

Tara was amazing to work with. She was able to answer all of my questions and go through each of my options to ensure I was making a sound financial decision that would b ... more

My wife and I just closed on our mortgage with Summit and could not be happier with the level of service we received. Sue Miller and Craig Plazak were absolutely amazing ... more

They've been very good to work with both for filing taxes and general financial consulting. Everyone is respectful and prompt, and the cost is very reasonable. They are a ... more

Excellent as always!!

The Baird team is incredibly generous and supportive of our local community. Thank you Baird from Big Brothers Big Sisters with your support with Bowl for Kids' Sake 2020 ... more

Such a great experience working with Dolf, Steve and Jane. Set up a HELOC, personal account and a home loan with no hassle. Very responsive and streamlined the process ... more

WEST BEND is Google verified!!!

Yeah-Now that the lobby is back open, it will be less stressful to bank. Rosa, and Sean, are very considerate and helpful- Calling in on the main LCU phone line is too ... more

West bend refuses to do anything over the phone. Can't reach the bank. Rude. Been banking over phone for a while but this location refuses... lazy

Great service, fast and friendly always.

I got to meet this great lady, Lisa thank you so much for helping me open my checking account, the people there are very friendly and helpful.

We have trusted Kevin and his team with our taxes for years. We moved to Alabama, but still continue to have Integrated Management complete our taxes. The tradition conti ... more

I was told that I couldnt get a credit card because I didnt have a credit score. I went home and did it online within minutes. How do your bankers not understand that you ... more

I have a checking and savings account with them for 2 decades. During that time I tried getting other business with them (home mortgage, cds, wire transfers and such) and ... more

Nate and his Team are Great.

Worst customer service experience I've ever had. Came in to get a quote on my personal taxes. Was given a card and told to come back when the person was in that does that ... more

Poor community partner... All of downtown is ripped up, and their lot is always empty, in particular after hours. They could easily set different times to ensure their pe ... more

Ian was friendly and went above and beyond to make our experience positive.

When I asked to do western union what looked like two 16 year old kids had no clue what I was even talking about. Then the lady in the kitchen said we have the sign upvbu ... more

I was referred to Barb by an attorney friend in Milwaukee. I live in Oshkosh but it was always an enjoyable ride to Waldo where she resided and operated her business from ... more

Nice place to get gas and snacks. Friendly service

Debbie was great to work with. They have a great understanding of taxes.

Have gone to Mike for years. Quick turn around and never any mistakes. Thank you!

I have a new loan with these clowns! It's been 2 months and I haven't recieved any paperwork in the mail so I try calling the most local branch, and you cannot talk to a ... more

Staff always super friendly and always remember my name before seeing my drivers license I love the personal touch

This firm failed me in a very troubling time. No client loyalty.

This atm has frozen up on me a few times.

Though I ultimately did get an answer to my question, the associate on the phone sounded annoyed from the beginning. Then her responses were short, and she obviously did ... more

The man who I assume is manager (shorter height with short hair, close to bald) is extremely rude. Im not the only one who dreads having to deal with him either. He acts ... more

Website is down, and phone number is not accurate.

No longer at this location