Client First Investment Management

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215 N Main St Ste 206
West Bend, WI 53095
Client First is an Independent Fiduciary, which means we work for 1 person, you. We believe holistic planning is the best route for lifetime success.

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1.01 reviews
Wally H.
12/19/2024

I have had my taxes completed at Client first for 7 years in a row. I have been more than satisfied with their work. Recently I received a letter that they will no longer do my taxes because I...

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