Talent Insurance and Financial Solutions is an excellent company to handle all your financial needs, including expert advice on investments, taxes and various types of insurance. We have been working with Emily Olson for several years now, primarily in preparing our Federal and State tax returns. As a Certified Public Accountant, she is very knowledgeable regarding all things tax related. A few years ago, a job change for Tom necessitated a change in some of our investments in which Emily was tremendously helpful. Most recently, she helped Cori through her retirement from UW Hospital, making the process much easier and more understandable. We made changes in our investments to better suit us in our retirement years. The next chapter for us will be applying for Social Security to which Emily will be a great resource and help to us. Emily is very kind, considerate and trustworthy. We are very grateful to Emily and Talent Insurance and Financial Solutions for helping us as we navigate our financial future! 

I have been using Emily with Talent Insurance and Financial Solutions for many years- starting with simple tax accounting support. As I neared retirement, this support has evolved into fully engaged financial advisement and investment strategy. From the start, I have found Emily to take extra time and make extra effort to make sure we have the right plan in place so that I am comfortable with the strategy. I have never felt like just another client. I consistently have one of the largest financial institutions calling me about financial services but the experience that I had with them years ago, after just one meeting, made working with Talent Insurance and Financial Solutions an easy decision. I feel there is a true working partnership in place here and I would recommend them to others seeking financial advisement.

"Emily, Sue and everyone at Talent are the consummate professionals! The assistance and guidance that they provide is always well researched and tailored to the individual needs and aspirations of their clients"

What a delight it has been to work with Emily! With several retirement and investment plans from previous employers, we decided we needed to simplify and consolidate so that we can start planning more seriously for retirement. Emily met with us to discuss our plans, gave us great recommendations, and made sure we understood everything. Her expertise and knowledge made handling all the transfers a breeze. We love being able to work with a local, family-owned business rather than a larger company that would only see us as a number on paper.