• Client First Investment Management

    • Financial-Investing
    • Insurance-Providers
    • Accounting/Tax Services/Payroll Services
    215 N Main St., Suite 206
    West Bend, WI 53095
    (262) 335-1700
    (262) 335-1713 (fax)
    Hours:
    Monday - Thursday: 8:00 - 4:00
    Fridays: 8:00 - 1:00
    *flexible appointment times are available

    About Us

    Client First exists to serve people like you. Our clients come from all stages of life; from young families to retirees, teachers, government employees, business owners, executives, and read more
    • About

      Client First exists to serve people like you. Our clients come from all stages of life; from young families to retirees, teachers, government employees, business owners, executives, and professionals. At Client First, we take our responsibility of being your fiduciary very seriously. We believe true holistic planning is the only way to care for our clients' financial health. What makes us unique? It's simple. We provide access to institutional class processes, tools and expertise to serve our clients' needs. Whether it's tax preparation and planning, financial planning for all situations, estate planning, or active investment management to maximize your returns, we have you covered. Your team at Client First brings a wide range of experience. Each team member possesses a unique competency that combines to provide a comprehensive financial, estate, insurance and tax planning solution.

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    • Whom to Contact

      • Renee Berg
        Accounting & Tax Services Manager
        Phone: (262) 335-1700
      • Justin Krueger
        Certified Financial Planner
        Phone: (262) 335-1700
    • Directions

      Located in historic downtown West Bend, look for our office on the East side of North Main St across from Old Settlers Triangle Park, previously the Ziegler Building.

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