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Where We Are 2017-05-16T17:14:17+00:00

We’re located in downtown West Bend, WI

Office Address: 215 N Main St., Suite 206 West Bend, WI 53095

Phone: (262) 335-1700

Email: myteam@clientfirsttaxandwealth.com

Office Hours: Monday – Friday: 8:30 – 4:30 PM CST
*flexible appointment times are available outside the above stated hours

Please enter through the main entrance. You may use either the elevator or stairs to our 2nd floor suite. The Client First signs will be your guide.

Request Your FREE Initial Consultation, Get Started

Managing your entire financial picture can be draining and intimidating and many people don’t have the time and resources. Let the experts at Client First be your guide to help you take care of your future. Client First is an Independent Fiduciary, which means we work for 1 person, you. Client First’s sole focus is delivering objective advice designed to help you grow your investment portfolio, gather and protect your wealth, optimize your tax implications, ensure the right types and amounts of insurance coverage to provide a financially stable future and retirement.

Your FREE Initial Consultation is available to begin your holistic financial planning with your trusted fiduciary. Don’t let another minute slip by, get started!

Call us at 262-335-1700 to schedule your FREE initial consultation ⇐

OR

Click here to request your FREE initial consultation ⇐

This will let us know you want to visit with us. You like we are a fiduciary and will look out for you.

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