I was very impressed and happy after we able to see both Lynne Mason and James Tarp. I know tax time is super busy for preparers and I therefore keep my expectations low and patience high. I...
Mennenga Tax & Financial Service
(8)
Harbour Investments, founded in 1987 in Madison, Wisconsin, is a hybrid firm that values independence and partnership with their 220 investment advisors across 14 states. They prioritize fair payouts, low expenses, and a personalized approach to support advisors throughout their business lifecycle.
With a focus on building strong relationships and providing exceptional support, Harbour Investments has garnered praise from advisors like Neal Rohrs, Aaron Cade, and Rita Wilczek, who have found a home with the firm and experienced success in their financial services careers since joining. Their commitment to progressive technology and client-centered values sets them apart in the industry.
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Reviews
Wow. I could sing Lloyds praises forever. I met him through my Uncle who takes his finances seriously and doesn't trust just anyone. That's another high compliment to Lloyd's character. He treats...
I had my 401K being managed by one of Mennenga's financial advisors. Investing in one company's fund such as American Funds did not provide me a flexible portfolio. I never received any...
Have been using Mennenga Financial Service for better than ten years and have been extremely pleased. The advice we receive has helped us make the most of our tax preparations. Even provided a...
Went to them to purchase a funeral trust. It took 6 months, along the way many excuses, delays and finally when we think its done we find they processed the incorrect policy. Insurance company...
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