Map
Detailed Information
- Place Types Accounting
- Address N19W24200 Riverwood Dr #145, Waukesha, WI 53188, USA
- Coordinate 43.0578352,-88.230449
- Website https://riverwoodlas.com/
- Rating 4.6
- Compound Code 3Q59+4R Waukesha, WI, USA
Openning hours
- Monday 8:00 AM – 6:00 PM
- Tuesday 8:00 AM – 6:00 PM
- Wednesday 8:00 AM – 6:00 PM
- Thursday 8:00 AM – 6:00 PM
- Friday 8:00 AM – 6:00 PM
- Saturday Closed
- Sunday Closed
Photos
Reviews
Very poor experience. I spent one hour with Matt providing him with all the necessary documentation for the purpose of obtaining some advice on the tax consequences of selling some stock in my parents' estate for gifting purposes. It was a simple question, but instead he focused on an immediate annuity owned for 30 years which I quickly confirmed afterward contained no cash value, just as I explained in the meeting.nnInstead of answering any of my questions directly, he flaunted his degrees. Then he commented that you don't ask a mechanic how to fix your car, so why am I asking him estate tax questions. Even after my email confirmation on the status of the annuity, he never emailed back any advice or recommendation on stock sales.nnSo what impression did I get after this encounter? He is a busy man, don't ask questions, don't question his authority, and don't expect any advice for just a one hour $325 fee. Either pay to play or don't come back. He seemed more about enriching himself than helping a potential client or building a longer term relationship.nnEventually, I will need an accountant for more than just a few tactical questions. I presume Matt provides competent services to clients who are willing to leave everything in his hands. However, he was so arrogant and condescending to me during our meeting, I will definitely find someone else to handle my parent's affairs.
Having worked with Matt at Riverwood Legal they have always been very professional and quick to respond to our communications. Very much so value our business relationship.
I had a brief initial phone conversation with attorney MATTHEW R. DEMARK about my State vehicle Tax problem and he was very helpful and performed in a completely fiduciary manner for me. He freely advised me of my best steps to resolve this issue. I would certainly recommend and retain him if/when I need further legal council to resolve my issue.
Matt DeMark and his staff (Ivonne!) are incredibly kind, caring, professional, supportive. I cannot adequately express my gratitude to them. Mr. DeMark took a huge weight off my shoulders. They are truly a blessing.
Very helpful and knowledgeable with estate planning and trust administration. Highly recommend!
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