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Paramount Financial Strategies - Ameriprise Financial Services, LLC

Paramount Financial Strategies - Ameriprise Financial Services, LLC

Reviews Summary

Customers consistently praise Paramount Financial for its exceptional, personalized service and deep expertise. Reviewers highlight the team's transparency, thorough explanations, and genuine care for clients' financial well-being. Many appreciate the family-oriented approach, frequent check-ins, and tailored retirement planning. The advisors—particularly Patrick and Reb—are commended for making complex topics easy to understand, offering unbiased advice, and treating every client with respect. Multiple reviewers mention referring friends due to outstanding experiences. The firm's professionalism, responsiveness, and commitment to long-term client success are recurring themes.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Contact Information

Address

121 St Paul St

Oconomowoc, Wisconsin 53066

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

We could not be happier with our experience with Paramount. A wonderful family run business that cares about each individual they serve and their specific needs. Patrick and Reb have been an absolute joy to work with and their support staff is awesome! They have truly made my entire family feel like a part of theirs. They took the time to look at our whole ?life picture? and helped our family navigate 401K planning, life insurance needs, estate planning, retirement goals, and overall family financial health

The team at Paramount has treated me very well for the years I have been working with them and were able to set me on a great plan for long term financial planning. We have been able to create a custom plan to suit my needs and review my 401k on a yearly basis. My experience has led me to refer numerous friends and colleagues!

Patrick Bortz has been my financial advisor for several years now. From the beginning, I felt he took the time to understand what my retirement goals were and what I needed to achieve those goals. Patrick is easy to talk to, answers all my questions in a way I can understand, and continues to check in with me on a regular basis. I'm very happy with Patrick and Paramount Financial.

Had an initial consultation with Patrick recently, and he was very honest and provided some great tips and advice. Due to my current unique financial situation, he actually recommended that I not utilize many of his services (for now). I will reach out to him later as my needs change.

Wonderful family based company helping us managing our finances. Patrick touches base with us frequently and is very personable, making us feel like family. Despite the current financial climate, he continues to reassure us that we will be ok. His father checks in, just to be sure we don't have any questions, and his brother has helped us with our wills/family trust. A class act family business.

Could not ask for more from Paramount. Patrick explained everything so thoroughly. We had been with another Financial Advisor for years and in one hour with Patrick got 10x more info than ever with our previous person. Paramount is top notch!!

As an airline employee who lost a company pension plan and had to rely solely on a 401K. plan. I realize just how much every penny counts. Over the years I've dealt with a number of financial planners. However, when I finally dedicated the time necessary to research and seek out a fiduciary that would meet our needs and maximize our retirement potential, I discovered Paramount Financial. Reb, Patrick and their team have been extraordinary. I can't overstate the personal attention we've received. Whether it?

Robert and Patrick Bortz are by FAR the most trustworthy financial advisorsors with whom I have had the pleasure of working. Their services are extremely comprehensive, helpful and educational. As well, they are truly concerned and work diligently toward your financial security and we'll being and are always available when there are questions. Highly recommend.

New to retirement and to Paramount Financial Strategies! We couldn't be happier with the help of Reb and Patrick Bortz. They have gone above and beyond in helping us consolidate accounts and plan for our future! A friendly staff, up to date technology, and advice from experienced financial advisors. We feel we're in good hands going into our future.

I enjoy working with the team at Paramount Financial and have recommended them to several of my personal and business friends. They recently called me for a review and suggested selling some funds to reduce my taxable income for this year (after a profitable Q1 stock sale). Who calls and says take money out of the market as it's the "best thing for you" now Vs. next year and at this point in your life. Obviously, someone who cares more about "what's right" Vs. "what makes money for them". That's why I'm wit

We have been working with paramount for at least 5 years. They have walked us thru an early retirement plan. They continue to take our questions seriously, and answer them in a easy to undersand, and timely fashion. We have felt well treated, and respected in regards to their knowledge, and experience.

I have been with Paramount for several years now and highly recommend them to anyone who is seeking financial assistance in developing a sound plan towards retirement. Atmosphere is very friendly and personable, always a smiling face and always there to answer any question you may have.

Paramount provides excellent financial advice and helps manage our accounts to perfection. Patrick Bortz is outstanding. Highly recommend!

We have worked w/ Pat for many years & can't say enough good things about him. Explains everything we are doing or what are options & it's easy to understand. Highly recommend Patrick & Paramount Financial Strategies.

PFS truly sets the example of concern for their clients. My advisor reaches out to me with updates and changes explaining much in detail. Although much in detail is not without ensuring I understand and comfortable. The professionalism, knowledge and "I matter" speaks volume.

Extremely professional, transparent and personal. Patrick goes above and beyond to help me with any questions or concerns I have. Highly recommended

Have had wonderful experience with Paramount! I look forward to continuing great advice and help!

We are always treated like we're the most important client they have. Fantastic attention to detail.

Everything was easy to understand and I was comfortable with the meeting and the decision I made.

Very professional team. Very knowledge and supportive. Always available to answer my questions.

Excellent service from this team. 5 stars and would recommend to anyone.

An attentive team that always, quickly responds to and thoroughly explains concerns and questions.

The Paramount Team strives to deliver 5 Star service!

Patrick answered all my questions and was very helpful.

They look out for the average joe,not just millionaires.

The best advisors in lake country.

Friendly knowledgeable very easy to work with

Best bunch of folks in Oconomowoc!!!!!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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