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The Leist Group, LLC
500 Elm Grove Road, Elm Grove, Wisconsin, United States
About the The Leist Group, LLC
The Leist Group, LLC is a finance institution located at 500 Elm Grove Road in Elm Grove, Wisconsin, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures. We pride ourselves on our personalized approach and commitment to excellence in everything we do. Contact us today to learn more about how we can help you navigate the complexities of the financial world.
Photos of The Leist Group, LLC
500 Elm Grove Rd #200, Elm Grove, WI 53122, United States
Opening hours of The Leist Group, LLC
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of The Leist Group, LLC
"The Leist group has been doing our taxes for a few years now. We are very pleased with everything. They communicate information well to you and our appointments are always on time. Very professional. Michael covers all details and makes you feel at ease. Good sense of humor! They also gave us social security info and medicare advice we appreciated!"
"Excellent Service. This office has superior knowledge in many fields from investments, legal matters, Medicare and supplements. We have been with the Leist Group for several years and will never leave. The staff is friendly, understanding and always smiling. The expertise of David and Michael is mind-blowing. They have found ways to grow our investments, find the best Medicare supplement options and saved us on our taxes as well. We even used their referred law group for an updated Wills, end of life issues and beneficiary assignments to best fit our needs and that of our family. Call them today and watch your money make money."
"Several years ago we went to a seminar that The Leist Group did on Social Security. At the seminar they gave a coupon for taxes to be done by their company. We have been very happy with the services they provide, our taxes are alway done on time and correctly. Mike & the entire staff are always prompt in responding to questions, they are always professional and respond to any concerns in a timely manner. This year I totally appreciate the kindness and understanding they showed us. My mother had hip surgery in Dec 2017 and shortly after everything went down hill, she got bedsores from the nursing home staff not moving her enough. Then from the lack of not being able to move effectively her circulation started to cause problems and the bedsore on the back of her foot would not heal. Mom ended up having another surgery to help improve her circulation. We tried to get our mother in another nursing home but had to wait for an opening. My brother, sister & I took turns doing watch over our mom to help at the nursing home until we could get her moved. Once we did get her moved the surgery for her circulation did not help as expected and we had to get palliative & hospice in to help with her care. Of course with all of this going on, taxes for this year were the farthest from my mind and my husband could not do the taxes alone because last year he had a heart attack and lost some of his short term memory from being unconscious. The last minute I called the The Leist group and (last minute was like a day or two before the filing date) and after explaining why I hadn’t gotten the taxes ready Mike just said, “I’ll file an extension for you and do your taxes when you’ve had time to get them together”. What a blessing it was to not have to worry about the taxes and that they would get taken care of, so I could spend the last days of my mom’s life with her."
"My husband and I have been going to Michael Leist, EA (which stands for "Enrolled Agent" - higher than a CPA) for tax preparation for several years. We thought we'd try him after receiving a postcard for a lower rate than the $250 we were paying to a local tax firm for simple household tax preparation. Turns out, Michael Leist caught errors THAT firm was making for years costing thousands!!! Michael was most helpful in correcting the errors, filed corrected returns with the State for a modest fee, and recouped us a lot of money! We were hooked and have been going ever since. Michael gets a kick out of working with clients towards goals and progress relative to tax effectiveness because he knows the rules so very well. Now we are doing some investing with Michael Leist and that is going very, very well also. We will be doing more this year and years to follow. We could not be happier with The Leist Group. Plus the staff is helpful, responsive, professional and nice on top of it all! Instead of dreading tax time, as in the past, we look forward to it. Oh, forgot to mention that Michael Leist is a Mensa member, yet you'd never know what a smartie he is because he loves to laugh and have fun!!! Great guy! Great company!"
"Tax preparation at a great price with a side of tax loss prevention planning. Michael is very focused on planning to decrease your tax liability. I find all of the staff to be personable, helpful, & professional. I also use their financial estate planning services & am very pleased with both the process & the investment results. Clay was very helpful with Medicare decisions."
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