Madison, WI Investments

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.

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.

Wonderful

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.

Wonderful

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

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

Great working with Nick & Taylor! I highly recommend Third Coast Advisors.

Amazing staff and very knowledgeable! I know my investments are in the very best of hands.

Almost 4 years ago, my husband died suddenly and unexpectedly. I was 32 and he was 40 years old. He was a veterinarian and I was a critical care nurse practitioner. I los ... more

Amazing people I have had the pleasure to work with for over 20 years. Good advice, no pressure and consistently good returns.

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

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

Extremely willing to help resolve an issue and talk to their customer through an issue.

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

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

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

Katie is a true professional who cares about her clients and is both technically proficient and relatable.

He is very knowledgeable and informative about the options I have pertaining to personal finance and different insurance policies. Ive earned so much since working with h ... 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

I found WisMed Financial and Mark Ziety through a simple fiduciary search and was delighted to see the partnership with the Wisconsin Medical Society. Mark sat down with ... 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

So glad we switched to UWCU they use modern processes, their web banking is reliable, and in-person tellers instead of kiosks!