ClientFirst
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
3033 Kettering Blvd Ste 326, Dayton, Ohi...Phone Number
(937) 293-5500Website
www.clientfirstfs.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About ClientFirst
ClientFirst Financial Strategies is a family-run financial advisory firm led by a father-daughter team, Stanley Katz and Lauren Katz Madera, who offer personalized financial planning and portfolio management services. They focus on providing tailored solutions to clients, ensuring their financial needs are met with flexibility and responsiveness. The firm also specializes in 401k investment management for employees and corporate retirement plan advisory services. Their commitment to treating clients like family sets them apart in the financial services industry.Explore more
ClientFirst Org Chart
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ClientFirst Financial Strategies is a family-run financial advisory firm led by a father-daughter team, Stanley Katz and Lauren Katz Madera, who offer personalized financial planning and portfolio management services. They focus on providing tailored solutions to clients, ensuring their financial needs are met with flexibility and responsiveness. T... Read More
