Who we are
We are a local South Central Wisconsin financial and legal aid office serving the greater public, and helping community members plan and manage their futures. With over 20 years of experience and knowledge in the financial, insurance, and legal industries, our reputation and professionalism far exceeds the short-time our doors have been open since January 2009. To better meet the needs of our clients we offer a variety of services:
- Income Tax Preperation (Personal and Business)
- Notary Services
- Debit and Credit Solutions/Consolidations
- Insurance (Auto, Business, Home Owners, Health, and more)
- IRS Representation
- Foreign ID/Licences
Not only are we able to deliver multiple services backed with years of experience and cultivated skills, we are also determined to provide our clients with detailed information that will help them make the best possible decisions regarding their current status. We take the time to insure that every client leaves our offices with a better understanding of their financial and/or legal situation(s). With two offices currently open in Wisconsin, in Madison and Beloit, we have made our services even more available to the public, while still maintaining our drive and focus to you, our neighbor.
Here at Wisconsin Financial Services, we pride ourselves on the individual attentiveness that we give to our clients. We treat every customer separately from the next to better assess their needs and situation objectively. These attributes alone are what set us apart from the competition.
Furthermore, our free consultations, for any one of our services, are designed to provide you the information and advice you need to move forward with our company and better outline your future. Our goal is to be a vital source for the community where all members can receive an economical, yet beneficial, form of service. Wisconsin Financial Services is the only financial and legal marketplace that keeps you moving forward.