DBHW Wealth Partners - South Milwaukee, Wisconsin

DBHW Wealth Partners es una empresa de asesoramiento financiero con sede en South Milwaukee, Wisconsin. Su dirección es Address: 1125 Milwaukee Ave, South Milwaukee, WI 53172. Pueden contactarlos por teléfono en Phone: 47647330 o visitar su sitio web en Website: dbhwwealthpartners.com.

La empresa ofrece una variedad de servicios, incluyendo preparación de declaraciones fiscales, asesoramiento contable, servicios de contabilidad, planificación financiera y servicios de inversión. También ofrece servicios en línea y en sitios de trabajo, y está accesible para personas con discapacidad.

Según sus opiniones en Google My Business, DBHW Wealth Partners tiene una media de opinión de 4.7/5 estrellas en base a 162 reseñas. Esto sugiere que la empresa ha demostrado una alta satisfacción entre sus clientes.

Características de la empresa

Especialidades

DBHW Wealth Partners se especializa en la preparación de declaraciones fiscales, asesoramiento contable, servicios de contabilidad, planificación financiera y servicios de inversión.

Ubicación

La empresa tiene su sede en South Milwaukee, Wisconsin, y está ubicada en Address: 1125 Milwaukee Ave, South Milwaukee, WI 53172.

Otras características

La empresa ofrece servicios en línea y en sitios de trabajo, y está accesible para personas con discapacidad. Se recomienda hacer una cita previa para asegurar la atención adecuada.

Opiniones

Según sus opiniones en Google My Business, DBHW Wealth Partners tiene una media de opinión de 4.7/5 estrellas en base a 162 reseñas.

Palabras clave principales

• DBHW Wealth Partners
• Asesoramiento financiero
• Preparación de declaraciones fiscales
• Asesoramiento contable
• Planificación financiera
• Servicios de inversión
• South Milwaukee
• Wisconsin

👍 Reviews of DBHW Wealth Partners

Sue B.

5/5

Our experience with Lisa Pugel, at DBHW Wealth Management, was perfect in every way. We had an account review. Lisa had a lot of material to go over with us and she kept the meeting moving right along. Her team is to be commended also, for all of their behind the scenes preparation of our accounts and making sure that Lisa had all the information she needed. She was very patient explaining everything to us, especially me because I’m not the best at understanding the technicalities of finance.
On a more personal note, Lisa showed that she has a genuine interest in us. We shared information on our families and interests. And also lots of smiles and laughs. I even shared a hug with her before we left.
Way to go Lisa!

Deborah H.

5/5

I have been impressed with the financial planning and tax services that I have received through this agency with Lisa Pugel . She has positioned me well with advice that will take me into my retirement well. I am grateful for the guidance with my investments and the planning process that we laid out to realize those goals. I highly recommend this agency and advisor.

Debbie S.

5/5

Melissa makes us fill very comfortable in handling our financial portfolio

Lisa T.

5/5

Melissa is amazing! I love that our values align in terms of money management. We are in on-going communication and I learn something new every time I talk to her! I have worked with other financial firms and I never hear from them once they have my money. I can def feel that she's making my money work for me while also seeking a genuine relationship.

Dennis P.

5/5

We’ve worked with Lisa for many years, for both tax and financial planning services. She’s always treated us as valued clients. What I appreciate and respect the most, is that every person we’ve interacted with there shares her commitment to personal service. As a group they are responsive, accommodating, professional and comfortable to engage with.

Rebekah P.

5/5

We have been a customer for over 20 years and have never been disappointed. Lisa has expanded this company from a small family-run office with a few employees to a thriving business with a growing staff offering more services without losing the personal touch. Very professional and efficient. We highly recommend DB Tax & Wealth to meet all of your tax and financial planning needs while being treated like part of the family.

Debbie K.

5/5

I've been working with DB Tax for over 10 years and they are simply amazing. They made starting up a business a breeze because they took the time to make sure we doing our accounting and tax filings correctly. We give us a peace of mind that we were and still compliant. They are always professional, knowledgeable and responsive. I highly recommend them for all of your accounting needs.

Melissa M.

5/5

Melissa, is the best financial advisor. She gives me comfort and confidence to know that I am going to be OK in retirement and she’s vigilant on making sure my best interests are Taken care of