JK
Partner Head of Financial Planning
KF
Investment Research Analyst
KG
Insurance Specialist
KB
Bookkeeper Accounting Clerk
BD
Certified Financial Planner
ED
Insurance Intern
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Client First Investment Management
Finance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
215 N Main St Ste 206, West Bend, Wiscon...Phone Number
(262) 335-1700Revenue
$5.6 MillionIndustry
About Client First Investment Management
Client First Tax and Wealth Advisors offers comprehensive financial planning, tax services, and wealth management solutions. They focus on aligning clients' financial, insurance, tax, legal, retirement, and life goals to provide tailored advice. Their services include investment management, estate planning, and social security guidance. The firm prioritizes client needs, ensuring a personalized approach to financial well-being.Explore more
Client First Investment Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Client First Investment M...
$5.6M
11-50
Private
-
2002
BT
Benjamin TrauchtLife Cycle Business Process Director Tax Accounting Team Lead
Client First Investment Management Tech Stack
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Frequently Asked Questions Regarding Client First Investment Management
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Client First Tax and Wealth Advisors offers comprehensive financial planning, tax services, and wealth management solutions. They focus on aligning clients' financial, insurance, tax, legal, retirement, and life goals to provide tailored advice. Their services include investment management, estate planning, and social security guidance. The firm pr... Read More
