Client First Tax and Wealth Advisors

Investment Management · 11 Employees
Phone Number: 12623351700
Email Address: ian.mcmillan@clientfirsttaxandwealth.com
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About
We help people secure the financial confidence they deserve. Client First exists to serve people like you. Our clients come from all stages of life; from young families to retirees, teachers, government employees, business owners, executives, and professionals. At Client First, we take our responsibility of being your fiduciary very seriously. We believe true holistic planning is the only way to care of our clients’ financial health. What makes us unique? It's simple. We provide access to institutional class processes, tools and expertise to serve our clients’ needs. Whether it’s tax preparation and planning, financial planning for all situations, estate planning, or active investment management to maximize your returns, we have you covered. Your team at Client First brings a wide range of experience. Each team member possesses a unique ability that combines to provide a comprehensive financial, estate, insurance and tax planning solution.
Year Founded
2011
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Company Type
N/A
Business Model
N/A
IPO Status
N/A
Tax Code
N/A
Industry
Investment Management
HQ Location
215 N Main Street Suite 1040 West Bend, WI 53095, US
Main Products
N/A
Keywords
Tax Preparation and PlanningInvestment Management401k Investment AdviceProperty and Casualty InsuranceSocial Security PlanningMedicare PlanningAdaptiv Investment Management System™Financial PlanningFinancial EducatioTrueHolistic Financial Planning
Location
  • 215 N Main Street Suite 1040 West Bend, WI 53095, US

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