Review Services, Inc. (RSI) is an independent, fee only wealth management firm located in the greater Milwaukee area. The firm partners, Patricia A. Kiefer, CFP® and Tim A. Konicke, CFP®, bring 40 years of combined experience in comprehensive financial planning and investment management services.
Providing our clients with sensible and unbiased financial planning solutions is our mission. Our goal is to assist in prioritizing and quantifying client financial goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy to achieve those goals.
Review Services Inc. helps our clients visualize, define and achieve their most important personal and financial goals. We believe an effective financial advisor relationship is built on a commitment to personal attention and superior customer service.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 13255 West Bluemound Road, Suite 205, Brookfield,wi 53005,united States
- Phone
- +1-262-784-9690
- in****@****inc.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- reviewservicesinc.com
- Keywords
- Financial Planning, Retirement Planning, Investment Management, Debt Management, Income & Tax Planning, Estate Planning, Asset Allocation, Portfolio Management, Retirement Income Planning.
- HQ
- Brookfield, WI
Review Services, Inc. Questions
Review Services, Inc.'s helpline number is +1-262-784-9690
Review Services, Inc.'s website is reviewservicesinc.com
Review Services, Inc.'s LinkedIn profile is https://www.linkedin.com/company/review-services-inc.
Review Services, Inc. has
4 employees.
View email and phone details for 4
employees at Review Services, Inc..
Review Services, Inc.'s industry is
Financial Services
Review Services, Inc.'s top competitors are
Broadscope Disability Services, Inc,
Mutual Of Omaha,
The Barry Company,
Cfp Board,
Everbank,
Carver Financial Services.
Review Services, Inc.'s support email address is info@reviewservicesinc.com
Review Services, Inc.'s categories are Financial Services
Review Services, Inc.'s founding year is 1987
