Client First Investment Management, based in West Bend, has expanded to include tax preparation services in 2015. A company that considers charity important, the firm donating is $5 from every tax return.
A local investment firm is expanding to offer tax preparation services, and is using this growth as an opportunity to give back to people in need.
Client First Investment Management, 215 N. Main St., Suite 206, West Bend, will donate $5 from every tax return completed at the firm to the Soles4Souls organization. Client First is a locally owned retirement income and planning firm with independent advisors who have been helping local investors for more than 18 years.
The firm relocated in 2015 to the 215 N Main Street building formerly known as the Ziegler building in downtown West Bend, needing a larger space because of its growing business. The company also recently hired 3 new employees.
“It’s a great day as a business owner when you’re able to grow your services and help provide jobs in the community,” Client First President Mike Sheehy said. “We look forward to working with new clients on filing their returns during the upcoming busy tax season.”
The firm is made up of 8 staff, with various certifications in investment, financial and retirement income planning.
The business decided to expand to include tax preparation services in 2015 because of the natural fit the service has with the firm’s expertise.
“We are able to handle client’s investments and help with planning in a very hands-on way,” Sheehy said. “It just made sense for us to help these clients when it comes time to file with the IRS.”
The new staff members include Renee Berg, Lindsey Stefonek, and Sheri Revelle-Johnson. Berg joins Client First as a Certified Tax Preparer with more than 20 years experience in the financial industry, who enjoys “talking taxes” to help individuals make sound financial decisions. Stefonek also joins the team as a Certified Tax Preparer, with a decade of experience in the field. Revelle-Johnson is a Receptionist/Client Liasion for Client First, with a strong background in sales and customer service.
Client First Investment Management is a locally owned and operated firm that offers retirement income planning and retirement account management services. To learn more about the ways Client First Investment Management can help, individuals can visit www.clientfirstria.com, Facebook.com/Clientfirstria or call 262-335-1700.