Wisconsin Financial Services Inc - Madison, Wisconsin

Wisconsin Financial Services Inc: A Comprehensive Overview

Wisconsin Financial Services Inc. stands as a multifaceted financial services provider strategically located in Madison, Wisconsin. Situated at 250 Corporate Dr, Madison, WI 53714, the company offers a comprehensive suite of services designed to cater to the diverse financial needs of individuals and small businesses. With a dedicated phone line at 86309007 and a user-friendly website at wisconsinfs.com, Wisconsin Financial Services Inc. prioritizes accessibility and convenience for its clients.

Specialties and Services

The core competencies of Wisconsin Financial Services Inc. encompass three primary areas: Tax preparation service, an Insurance agency, and a Real estate agency. This integrated approach allows the company to provide holistic financial guidance, streamlining the process for clients seeking support across various aspects of their financial lives.

Tax preparation service is a cornerstone of their offerings, assisting clients with federal, state, and local tax filings. The team possesses a deep understanding of complex tax regulations and strives to minimize tax liabilities while ensuring compliance.

The Insurance agency specializes in providing a range of insurance products, including life, health, property, and casualty insurance. They work diligently to secure the most competitive rates and comprehensive coverage options tailored to each client’s unique requirements.

Furthermore, the Real estate agency facilitates property transactions, assisting clients with buying, selling, and investing in real estate. Their expertise extends to market analysis, negotiation, and closing procedures, guiding clients through the complexities of the real estate market.

Location and Accessibility

The physical location at 250 Corporate Dr, Madison, WI 53714 provides a central hub for client interactions and services. Wisconsin Financial Services Inc. is committed to ensuring a welcoming and accessible environment for all. They offer a range of amenities designed to enhance the client experience, including:

• Online appointments, providing the convenience of scheduling consultations remotely.
• Onsite services, offering in-person consultations and support.
• Language assistance, catering to clients with diverse linguistic backgrounds.
• Wheelchair accessible parking lot, adhering to accessibility standards.
• Free parking lot, offering a convenient parking solution for clients.
• On-site parking, providing ample parking space for all visitors.

This commitment to accessibility underscores the company's dedication to serving the entire community effectively. The location is easily accessible and designed to accommodate the needs of all clients.

Client Feedback and Reputation

Wisconsin Financial Services Inc. currently holds 2 reviews on Google My Business, with an average opinion of 3/5. While the average rating suggests there’s room for improvement, the existing reviews highlight significant strengths. Feedback consistently praises the company for its fast, reliable, and knowledgeable service, particularly for small business owners. Clients appreciate the team's ability to provide clear, practical advice and solutions tailored to their specific circumstances. The focus on building strong client relationships and delivering personalized service appears to be a key differentiator.

The company's dedication to staying abreast of industry changes and regulatory updates is evident in its comprehensive service offerings. Their team continually strives to provide the most up-to-date information and guidance to their clients, ensuring they remain well-informed and confident in their financial decisions. The emphasis on proactive communication and ongoing support further strengthens client satisfaction.

Recommended Information for Prospective Clients

For individuals or businesses considering Wisconsin Financial Services Inc., several key pieces of information should be taken into account. First, the company’s integrated approach – covering tax preparation, insurance, and real estate – offers a significant advantage. This allows for a more holistic view of a client’s financial situation and the potential to identify synergies and opportunities.

Second, the focus on convenience, through online appointments and onsite services, reflects a client-centric philosophy. The availability of language assistance demonstrates a commitment to inclusivity and caters to a diverse clientele. Finally, the accessible facilities, including the wheelchair-accessible parking lot and free parking, underscore the company's dedication to providing a welcoming and equitable environment for all. It's recommended to schedule a consultation to discuss individual needs and explore the full range of services offered. The website, wisconsinfs.com, provides detailed information about the company’s services and team.

👍 Reviews of Wisconsin Financial Services Inc

Madtown P.

5/5

Great service, fast reliable and very knowledgeable for small business owners.

Edgar G.

1/5

Unprofessional service. You give you one price and then change it to another one. Total mess. Avoid them at all costs.