Financial Advising near Germantown, WI

6 locations found near Germantown
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“Am a retired 30 year plus broker. Trading options is my passion. Dropped many checks off during the day for deposit. Found Jacob to be professional, courteous and prompt as the checks are in my account ready for trade by the time I get home”

0 Na0 Reviews

“I’m a CFO for a small business service company, and I began using Joyce Yarid CPA, Tax Advisory Group for my tax services after my wife and I purchased a rental property 5 years ago.I wanted to minimize my risk of error in the tax return reporting of the rental property. Joyce’s business is to know the tax laws and to apply them to provide optimal benefit and eliminate error and therefore audit risk. Joyce is of the highest integrity. Joyce cares about my financial success and stability, and she is not afraid to give me her opinion and advice. This frankness, that is Joyce Yarid, can, at times be hard to hear, but it is always sound finance counsel and coming from a professional who truly cares. She cannot allow herself to be “yes-person” and collect her fees to avoid 'hard' financial discussions. I always feel safe sharing my financial situation with her. I highly recommend Joyce for her tax and financial expertise and integrity!”

4.6 Superb61 Reviews

“In general credit unions are better than the big three banking conglomerates that control 80% of all North American banking, the ones that tanked our economy in 2008 then rose back to profits by imposing incredible fees and interest charges on the taxpaying customers that bailed them out ....oh my gosh Rohan get a hold of yourself. Okay, in general credit unions and savings and loans are better than the big banks for fees, service, and integrity. Even among credit unions, I find Educators to be better than the others because of the number of branches in the area and the helpful friendly workers. Even among the Educators credit union branches, I find this one to be better because it's roomy, I never have to wait long, parking is easy. As with the other Educators Credit Unions branches there's complimentary coffee. Educators helped me with a bathroom remodel loan, and two car loans. I've had problem free checking and savings accounts for years and they've never crashed my nation's economy.”

2.8 Average44 Reviews

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