Wisconsin Financial Services
4001 Nakoosa Trail STE 103, Madison, WI 53714, United States

Review №1

I would recommend this Wisconsin Financial to all my friends and family. My daughter introduced me to the owner at a charity function 2 years ago. Alicia is so down to earth, very knowledgeable in taxes and insurance. I did not need convincing to switch our home and auto and boat insurance to her office.The staff here is amazing, very professional and polite. If your looking for great service, terrific pricing, and to be treated fairly, this is the place you want to do business!

Review №2

I really like Alicia and her staff. She has a great attorney that works in her office that answered all of my questions at no charge. I went to get auto insurance and did not have an appointment for a legal consult but the attorney was meeting with another client and Alicia asked her if she would see me when she was done. I plan on getting my taxes done here this year too!

Review №3

Fantastic! Alicia and her staff are so friendly and courteous. My wife and I had our taxes done there and they were VERY thorough and their rates are surprisingly affordable. Highly HIGHLY recommended!

Review №4

Very knowledgeable on new tax policies and very reasonable fees as well!

Review №5

I have to say that when you walk into this business, you immediately know you are treated with respect and kind of like family.Me and my brother got great rates for our auto insurance.We initially went for insurance last year and left with an appointment to get our taxes done. We went to pur appointments and were very happy with the service. My refund changed alot from the previous year and Alicia took the time to explain to me the difference and that my child had turned 17 so i did not qualify for a certain credit, she even showed me the law that explains it.We are clients for life and refer everyone that we can !

Review №6

Great service. Friendly and knowledgeable regarding business deductions.

Review №7

Alicia is Absolutely unprofessional !! just FYI . She is NOT a LAWYER.

Review №8

Alicia Navarrete- Does not have a good follow up process and doesnt call back after she takes the first payment for her building credit program.

Review №9

Excellent service from its staff, great variety of services, 100% recommended

2 Photos
4.2 Rating
  • Address:4001 Nakoosa Trail STE 103, Madison, WI 53714, United States
  • Site:
  • Phone:+1 608-630-9007
  • Tax preparation service
  • Credit counseling service
  • Financial consultant
  • Financial planner
  • Insurance agency
Working hours
  • Monday:9am–6pm
  • Tuesday:9am–5pm
  • Wednesday:9am–2pm
  • Thursday:Closed
  • Friday:9am–6pm
  • Saturday:9am–6pm
  • Sunday:9am–6pm
  • Wheelchair-accessible entrance:Yes
  • Appointments recommended:Yes
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