Wicker Financial Services - Baldwin, Wisconsin

Address: 705 Main St, Baldwin, WI 54002.
Phone: 156884000.
Website: wickerfinancial.com
Specialties: Tax preparation service, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Appointment required, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 4.3/5.

📌 Location of Wicker Financial Services

Wicker Financial Services 705 Main St, Baldwin, WI 54002

⏰ Open Hours of Wicker Financial Services

  • Monday: 10 AM–5 PM
  • Tuesday: 10 AM–5 PM
  • Wednesday: 10 AM–5 PM
  • Thursday: 10 AM–5 PM
  • Friday: 10 AM–5 PM
  • Saturday: 9 AM–12 PM
  • Sunday: Closed

Wicker Financial Services

Wicker Financial Services is a well-established financial company located at 705 Main St, Baldwin, WI 54002. With a strong focus on personalized service, they offer a wide range of financial solutions to meet their clients' unique needs.

Specialties: Tax preparation service, Investment service

Wicker Financial Services prides itself on its commitment to excellence and customer satisfaction. Their services include tax preparation and investment guidance, ensuring clients have the tools and support they need to achieve their financial goals.

Other points of interest:

  • Online appointments
  • Onsite services
  • Wheelchair accessible entrance
  • Wheelchair accessible parking lot
  • Appointment required
  • Appointments recommended

The company has received positive reviews from its clients, with an average rating of 4.3/5 on Google My Business. This demonstrates the trust and satisfaction customers have in Wicker Financial Services.

With a proven track record of success and a dedicated team of financial experts, Wicker Financial Services is the go-to choice for anyone seeking reliable and personalized financial advice in the Baldwin area.

About Wicker Financial Services

Wicker Financial Services is a reputable financial company located at 705 Main St, Baldwin, WI 54002. They specialize in tax preparation and investment services, offering personalized solutions to help clients achieve their financial goals.

Some key services and features include:

  • Online appointments for added convenience
  • Onsite services for face-to-face interaction
  • Wheelchair accessible entrance and parking lot for inclusivity
  • Appointment required for proper planning and attention
  • Appointments recommended for the best experience

With a strong commitment to excellence and customer satisfaction, Wicker Financial Services has earned a 4.3/5 average rating on Google My Business based on 7 reviews. This positive feedback showcases the trust and satisfaction clients have in their services.

Contact Wicker Financial Services today at 156884000 or visit their website at wickerfinancial.com to learn more about how they can help you achieve your financial objectives.

👍 Reviews of Wicker Financial Services

Wicker Financial Services - Baldwin, Wisconsin
Alexander S.
3/5

EDIT: They gave us a refund for the tax preparation. Still haven't spoken to Chris, nor do I want to, but Ethan Berube has been fixing everything for us and has gone above and beyond with helping us. Very kind and smart and really helpful at very good at explaining things. If you can only use him, use him. Ethan has fixed all our issues.

Do NOT use Wicker Financial. My husband and I used them to file our return. Chris filed our taxes the first day of filing. We received a letter from the State of WI asking for our W-2's again. We used the contact submission form on Chris's website asking what to do about it. We heard nothing back, so we called him. Told us "oh yeah, just do whatever the letter says." So we sent them our W-2's since he must not have included those in the first filing. Finally received a letter from the State of WI saying that we filed incorrectly and that we actually owe them money now instead of the refund we expected. The letter said "To avoid a penalty in the future, please file according to Wisconsin Income Tax Law." That's what we expected from Chris, to file according to the law, but he did not do that. I emailed Chris the letter. He did not respond. I called him and he stated "oh I don't think I received the email, let me check - oh wait okay here it is." When he looked at the letter, Chris he said "oh, oops, put the wrong number in the income box." an "oops" was not reassuring to hear and he acted rather flippant and unprofessional when I told him how dissatisfied I was with this whole situation. Will never use Wicker Financial again. I wholeheartedly recommend everyone to NOT use them either.

Wicker Financial Services - Baldwin, Wisconsin
JJ L.
5/5

My husband & I just moved to Baldwin in November. We didn't know anyone to help us get our taxes completed. I had made a couple of calls to two CPA offices in Hudson, Wisconsin & was flabbergasted at their fees. We couldn't afford to pay $300-$400 to have our taxes done, which is what those places cost. Luckily the local Baldwin bargain paper arrived in the mail where I found Wicker Financial Services advertised for tax preparation. I made a call & Chris Wicker kindly answered & we set an appointment for us to come in so he could take a look a our tax situation. His wife Amy greeted us & made us feel welcome. Chris was able to help us & it didn't cost us anything near those other places. We will definitely be using Chris again. We want to thank Chris & Amy for making us feel welcome in the community & helping us get our taxes completed. We highly recommend Wicker Financial Services for tax preparation & financial advice.

Wicker Financial Services - Baldwin, Wisconsin
Jennifer G.
2/5

We will not be returning.
We paid for our tax prep on February 28th. After a month of waiting and not seeing a refund, I decided to reach out asking if something happened.
Our paperwork got mixed up and wasn't filed until yesterday (3/30) so now we have to wait another 2-4 weeks.
I am glad I reached out before the deadline and didn't just assume the IRS was being slow - because then what would have happened?
Mistakes happen, but the 3 years we have been customers, this wasn't the first.

Wicker Financial Services - Baldwin, Wisconsin
diana H.
5/5

Chris has prepared our taxes for the last three years and we couldn't be happier. He also advises about how to save for your retirement. His fees are much more manageable than those national chain tax preparers.

Wicker Financial Services - Baldwin, Wisconsin
Mike K.
5/5

I am so happy to have found Chris, he is hands down the best tax preparer and financial advisor that I have ever had. We live here in town, and we will continue to go to Chris for all of our tax returns and financial help/needs.

Wicker Financial Services - Baldwin, Wisconsin
Hope
5/5

We were very happy Chris, he is very knowledgable.

Wicker Financial Services - Baldwin, Wisconsin
Grant S.
5/5

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