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
ZI Rank: 2
Signal Type
Feb
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May
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ZI Rank
2
1
1
1
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2
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
KF
Investment Research Analyst
KG
Insurance Specialist
BD
Certified Financial Planner
KB
Bookkeeper Accounting Clerk
ED
Insurance Intern
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Revenue
Number of Employees
Type
Funding
Founded In
Client First Investment M...
$5.6M
11-50
Private
-
2002
JK
Justin KruegerPartner Head of Financial Planning
Company Profile Activity
Activity Insights
Client First Investment Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Client First Investment Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about 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
