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WIPFLI LLP

With Angi since September 2001

4.3

(4) Verified Reviews

Financial Planning
Accountants/Tax Consultants

Description

No description has been provided for this pro.

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Verified Reviews

A few reviews for this pro...
2.0

10/02/2008

I have used them for about ten years now. They did not provide necessary information at a critical time. I am not going to continue with their service anymore.

Description of Work
They prepare my taxes.

Category accountant

5.0

03/20/2006

Wipfli's bread and butter is large corporate clients, and I blanched when told that the typical ''full service'' financial-planning process cost $1,000 - $2,000. However, when I explained that all I really needed was a 1-hour sanity check (and that the whole point of the exercise was to address cash-flow problems), Nate Wenner had no problem delivering what I needed, within my price constraints. A...

Description of Work
I needed a sanity check on my monthly budget and cash-flow. Nate Wenner provided me with a simple but comprehensive form to fill out beforehand, and we used it to analyze my finances. Nate's observations and advice confirmed my own take on things (but from a more experienced and objective viewpoint), and even though our session was only 1 hour long, he managed to perform a quick & dirty retirement-savings forecast, too!

Category financial advisor

5.0

03/11/2005

NATE WENNER WAS WONDERFUL TO WORK WITH! HE SORTED THROUGH A MESSY SET OF ACCOUNTS CALMLY AND METHODICALLY. HE TOOK THE TIME TO GET TO KNOW US SO HE COULD STRATEGIZE THE BEST PLAN FOR OUR FUTURE. WE'RE VERY HAPPY WE MADE THE SWITCH.

Description of Work
THEY WORKED WITH US TO GET OUR FINANCIAL ACCOUNTS TRANSFERRED FROM ANOTHER COMPANY, AND LAID OUT A LONG-RANGE INVESTMENT STRATEGY THAT FIT OUT PERSONALITIES AND NEEDS.

Category financial advisor

5.0

09/19/2001

unknown

Description of Work
THEY DID OUR TAXES

Category accountant

    Services Offered

    BUSINESS ACCOUNTING, FINANCIAL PLANNING, AUDITS & TAXES, STRICTLY FEE FOR SERVICE PLANNERS.

    Services Not Offered

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    General Information