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DB Tax & Wealth
- Tax Services
- South Milwaukee, WI
About this business
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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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
I have been impressed with the financial planning and tax services that I have received through this agency with Lisa Pugel . She has positioned me well with advice that will take me into my retirement well. I am grateful for the guidance with my investments and the planning process that we laid out to realize those goals. I highly recommend this agency and advisor.
Melissa, is the best financial advisor. She gives me comfort and confidence to know that I am going to be OK in retirement and she’s vigilant on making sure my best interests are Taken care of
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.
Lisa did a great review of my file end projections for the future.
Frequently asked questions about DB Tax & Wealth
How is DB Tax & Wealth rated?
DB Tax & Wealth has a 4.9 star rating with 147 reviews.
When is DB Tax & Wealth open?
DB Tax & Wealth might be open. It requires an appointment.