Reis Financial Services, LLC is a financial planning and investment management firm located in West Bend, Wisconsin. Our professionals provide financial, investment, retirement, tax and estate planning strategies for individuals, families, and businesses. Using our unique Lifetime Freedom Process, our independent advisors provide a complete range of financial planning and wealth management services.
We coordinate with our extensive network of other professionals as well as integrate with your existing accountant and attorney to put together a comprehensive financial plan that will help you reach your goals and objectives. To better help serve you, we have put together a team of experienced, highly trained, and educated individuals who can work with you to help achieve your goals and dreams.
We coordinate with our extensive network of other professionals as well as integrate with your existing accountant and attorney to put together a comprehensive financial plan that will help you reach your goals and objectives. To better help serve you, we have put together a team of experienced, highly trained, and educated individuals who can work with you to help achieve your goals and dreams.
Services
Reis Financial Services provides a wide range of specific services to help you meet your personal and/or business needs. We have the products and services necessary to act as your "Lifetime Freedom Advocates." Here are just a few of the ways we can help individuals, families and businesses manage their resources.
We value employees, clients, and strategic partners who do the right thing in business and in their daily life. We live in a world where we all make mistakes; we are all human. Doing what is right is different; it's not perfection. Doing the right thing is being ethically sound; its your best judgment for the good of all parties involved even when nobody is watching.
As Your Lifetime Freedom Advocates our mission is to help our clients achieve financial prosperity by implementing strategies that seek to maximize the growth and preservation of their wealth. We are committed to maintaining the highest standards of professional integrity and seek to provide our clients with independent financial advice.
Reis Financial Services is an independent financial services firm. We are not a financial institution and do not represent any single bank, trust company, life insurance or investment firm. Nor are we owned by a larger parent company. Every client situation is unique and we recognize that there is no one-size-fits-all strategy.
As you plan for or enjoy your retirement, it can become increasingly difficult to take good care of yourself and your family. Investments, insurance, taxes, business, estate, and legacy matters are some of the many issues you will have to deal with as you plan your future. These issues often link together in ways you do not even realize.
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