DBHW Wealth Partners

Gregory Junek

Oct 4, 2024on

Lisa did a great review of my file end projections for the future.

Melissa Moore

Jul 17, 2024on

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

Deborah Hagen

Jul 13, 2024on

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.

Sue Bautch

Jul 13, 2024on

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 showed that she has a genuine interest in us. We shared information on our families and interests. And also lots of smiles and laughs. I even shared a hug with her before we left. Way to go Lisa!

Jim Prahlow

Jul 7, 2024on

Really good experience; all of our questions answered; clear and precise advice; pleasant morning!

Todd Asselin

Apr 7, 2024on

This year horrible service had my tax information for 3 weeks before starting them heard once from them until payment due then got email reminder every day til paid an as of 4/1/24 still no confirmation email taxes have been submitted

Todd Ciske

Jan 23, 2024on

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!

Ali Deml

Jan 7, 2024on

the staff is very professional and friendly. We have been a client for years.