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DB Tax & Wealth

4.9
  • Tax Services
  • South Milwaukee, WI

About this business

FinanceInvestment ServiceTax Services

Established in 1989 by its founders Larry & Diane Burger. After many years of dedicated service with the Wisconsin Air National Guard – 128th Air Refueling Wing in Milwaukee, WI, Larry and Diane retired from the military and ventured into small business entrepreneurship. After its establishment and continued growth, new staff was hired, more office space was added, and the firm began to accomplish what most small businesses envy – that is growth, dedicated clients, quality service, and an excellent reputation in a great comm... read more

Location details

1125 Milwaukee Ave, South Milwaukee, WI, 53172, United States

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4.9156 reviews
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Sue Bautch's profile image
Sue Bautch 
3 days ago

Our experience with Lisa Pugel, at DBHW Wealth Management, was perfect in every way. We had an account review. Lisa had a lot of material to go over with us and she kept the meeting moving right along. Her team is to be commended also, for all of their behind the scenes preparation of our accounts and making sure that Lisa had all the information she needed. She was very patient explaining everything to us, especially me because I’m not the best at understanding the technicalities of finance. On a more personal note, Lisa sh... read more

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Lisa Thom 
6 months ago

Melissa is amazing! I love that our values align in terms of money management. We are in on-going communication and I learn something new every time I talk to her! I have worked with other financial firms and I never hear from them once they have my money. I can def feel that she's making my money work for me while also seeking a genuine relationship. 

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Todd Ciske 
5 months ago

DBHW providing solid planning, tax wrangling, and peace of mind from knowing it's Right. Lisa and her team unsurpassed in their support for decades as a customer, and it's been great to see Them grow along with You. Cheers! 

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Dennis Paul 
a year ago

We’ve worked with Lisa for many years, for both tax and financial planning services. She’s always treated us as valued clients. What I appreciate and respect the most, is that every person we’ve interacted with there shares her commitment to personal service. As a group they are responsive, accommodating, professional and comfortable to engage with. 

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chad solus 
8 months ago

Handed in all paperwork a month before deadline. Taxes were ready a few day before deadline. Received a letter from IRS shortly thereafter, stating errors and an additional payment to be made. Reached out to db tax, took them a week to respond with. " yeah just pay it" A few months later I received yet another bill from the IRS citing an accuracy and an additional payment. keep in mind I don't run a business I have a job and my wife has a job it was a simple tax return 

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Frequently asked questions about DB Tax & Wealth

How is DB Tax & Wealth rated?

DB Tax & Wealth has a 4.9 star rating with 156 reviews. 

When is DB Tax & Wealth open?

DB Tax & Wealth might be open. It requires an appointment.