Mersberger Financial Group Inc Monroe St, Sheboygan Falls

Mersberger Financial Group Inc Reviews

• J

  Joseph mayer
  1

  Terrible financial advisor. Failed to send us 1099s two years in a row which should have been filed with our income tax reports. This caused us to owe over $1500 in penalties and interest. They passed the buck, claiming it is not their responsibility to send 1099s to clients. To me, this should be a given, considering they were our financial advisor. That would be like a grocery store saying they are not responsible for the food they sell. Young advisors have lots of fancy credentials but are inexperienced and I feel, made bad investments. My new financial advisor is light years ahead of this firm in experience, financial reports, and technology. My advice would be to stay clear.

• T

  Tylor Clark
  5

  I got my financial plan done and set up a fiduciary account within 2 easy virtual meetings, totaling only an hour. They took my income, expenses, and retirement goals into account and gave me a realistic plan for retirement. I can tell you get the same treatment whether you are investing 20 dollars, 20 thousand or 2 million. Wish I would of done this years earlier!!

• J

  Jon Dudzinski
  5

  They really get to know their clients; and they offer exceptional service/investment products!

• R

  Robin McCoy
  1

  Terrible advise about an investment, then didn't have the sense to sell it. Lost a lot of money.