Client First Tax & Wealth Advisors - West Bend, Wisconsin

Address: 215 N Main St Ste 1040, West Bend, WI 53095.
Phone: 2623351700.
Website: clientfirsttaxandwealth.com
Specialties: Financial consultant, Financial planner, Insurance broker, Investment service, Tax consultant, Tax preparation service.
Other points of interest: Onsite services, Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended, Free street parking.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 3.6/5.

📌 Location of Client First Tax & Wealth Advisors

Client First Tax & Wealth Advisors 215 N Main St Ste 1040, West Bend, WI 53095

☎️2623351700

⏰ Open Hours of Client First Tax & Wealth Advisors

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Client First Tax & Wealth Advisors

Client First Tax & Wealth Advisors is a reputable financial service company located at 215 N Main St Ste 1040, West Bend, WI 53095. They can be reached by phone at 2623351700 or through their website at clientfirsttaxandwealth.com.

Their specialties include financial consulting, planning, insurance brokering, investment services, tax consulting, and tax preparation. They offer a range of onsite and online services, with wheelchair accessibility throughout the facility, including parking and restrooms. Appointments are recommended, and free street parking is available.

With 8 reviews on Google My Business, the average opinion for Client First Tax & Wealth Advisors is 3.6/5. Clients appreciate the personalized attention and guidance provided by their knowledgeable advisors, while some have noted room for improvement in communication and follow-through.

At Client First Tax & Wealth Advisors, clients can expect a comprehensive approach to financial planning and wealth management. The team works closely with each individual to understand their unique needs and goals, offering tailored solutions to help achieve financial stability and growth. Whether you're looking for tax advice, investment strategies, or general financial planning, their experienced professionals are here to help.

With a strong focus on personalized service and a deep understanding of the financial landscape, Client First Tax & Wealth Advisors is well-equipped to assist clients in making informed decisions about their money. By leveraging their expertise and resources, they aim to provide peace of mind and empower their clients to take control of their financial future.

👍 Reviews of Client First Tax & Wealth Advisors

Client First Tax & Wealth Advisors - West Bend, Wisconsin

Karen D.

1/5

I am 75 and my husband is 74 and in a nursing home. After 10 years of Client First doing our taxes, we received a letter stating they would no longer do our taxes because we would not pull all of our retirement funds out of where we had them invested prior to being invited by Client First to come to them so they could do our taxes. I called and told them my situation. They still said no. We had told them the first year they invited us to come that all our retirement funds had alread been set up. We were retired and had no more to invest. Maybe they should have been upfront the fist year they invited us, and tell us that unless we invest with them, they will not do our taxes. The guy I talked to said, "They are going in a different direction."

Taylor C.

1/5

We tried Client First out and overall just had a bad experience. My wife has her own business and im a straight W2. The tax person, Morgan, who's not there anymore was dropping balls, missing details and wanting us to do things we were paying them to do. Their communication was poor and seemed frustrated with us asking details about things we're paying them to do. Very interested in managing my money for 2% a year with low returns compared to my Trowe price investments which doesn't charge me either. Wouldn't recommend.

Debbie S.

2/5

Agree about being kicked to the curb after 10 years of them doing my taxes by a letter saying it’s my choice of not using their other services they offer. Geeze, I don’t have lots of money for investments. So much for a client first for 10 years with them.

Jessica W.

5/5

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 L.

5/5

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.

Jonathan Z.

5/5

They provided superb tax advice. Additionally, they were flexible with their schedule which is a huge selling point for us. Since we are a Marine family Station overseas in Japan. Keep it up Client First Team!

Sheree C.

5/5

Clay V.

5/5