1 / 5

Client First Tax & Wealth Advisors

Offers tax and wealth management services Monday through Thursday

3.5· 10 reviewsHours

About

Client First Tax & Wealth Advisors in West Bend provides comprehensive financial consulting, tax preparation, and wealth management services. Their dedicated team is committed to offering personalized advice and fostering long-term relationships with every client. Clients appreciate the respectful, prompt service and the team's ability to assist with general legal matters like POAs and insurance through their extensive network, ensuring a streamlined experience. Found at 215 N Main St Ste 1040, this firm is known for treating each individual with care and professionalism, aiming to exceed expectations in every aspect of financial planning.

Open in Maps 215 N Main St Ste 1040, West Bend, WI 53095, USA

Call Directions Website

Reviews

Been here? Leave a quick review.

Pick your favourite platform — every review helps locals find them.

Review on Google

Recent reviews from Google

3.5· 10 reviews

See all on Google

Jessica W

5.0·2 years ago

They've been very good to work with both for filing taxes and general financial consulting. Everyone is respectful and prompt, and the cost is very reasonable. They are also able to help organize other general legal things such as POAs and insurance through their networks, which is convenient.

Raab Lee

5.0·4 years ago

This is the most incredible group of professionals I have met within th industry of tax, accounting and wealth management. No judgements, great advice, treat you like family and best of all cost effective. Please if your accountant is not doing what you expect call the team at Client First, they will treat you like their first client. Meredith and her team will amaze you.

Frequently asked

What are your hours?
Local time · GMT-5
- Mon – Thu8:00 AM – 5:00 PM
- Fri – SunClosed

Is this yours?

Claim it to update photos, contact details and booking links — and reply to enquiries.

Claim this listing