Reis Financial Services, LLC is a financial planning and investment management firm headquartered in West Bend, Wisconsin. We provide financial, investment, retirement, tax and estate planning for individuals, families, and businesses.

Using our unique Lifetime Freedom System™, 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. Our team has the knowledge necessary to help guide you from dream to reality.

At Reis Financial Services, our goal is to make sure you have a seamless strategy that takes into consideration your investment, insurance, retirement, tax, and estate planning needs to help you develop a plan that will allow you to pursue your dreams for the road ahead.

Securities and Advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and Registered Investment Adviser. Insurance offered through Reis Financial Services LLC which is not affiliated with Woodbury Financial Services, Inc. Reis Financial Services and the West Bend area Chamber of Commerce are not affiliated entities.

• Financial Planning
• Investment & Wealth Management
• Retirement
• Tax & Estate Planning Strategies

5 minutes west of hwy 45. Turn right off of hwy 33 onto hwy 144 south. Then take the first right which is Dollar Drive. 4524 Dollar Drive is at the end of the road.