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Client First Tax & Wealth AdvisorsFinancial advisor in West Bend, WI

Client First Tax & Wealth Advisors is a financial advisor at 215 N Main St Ste 1040, West Bend, WI 53095, ranked #9 of 72 financial advisors in West Bend and rated 3.8 from 12 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

West Bend, WIUpdated 0 paid placements in any rankingHow we rank

Call (262) 335-1700Website ↗

Key facts

Key facts about Client First Tax & Wealth Advisors
Address215 N Main St Ste 1040, West Bend, WI 53095Get directions
Phone(262) 335-1700
Websiteclientfirsttaxandwealth.com
HoursMonday to Thursday: 8 AM – 5 PM; Friday: 8 AM – 3 PM
Google rating3.8 from 12 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves West Bend and 11 towns within 25 miles: Richfield, Hartford, Cedarburg, Grafton, Germantown, Port Washington, Mequon, Menomonee Falls, Sussex, Brown Deer and Glendale.

Based in West Bend, WIView on map

Opening hours

Opening hours for Client First Tax & Wealth Advisors
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Client First Tax & Wealth Advisors

How is Client First Tax & Wealth Advisors ranked in West Bend?

Client First Tax & Wealth Advisors is ranked #9 of 72 financial advisors in West Bend by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Client First Tax & Wealth Advisors’ hours?

Client First Tax & Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 5 PM; Friday, 8 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Client First Tax & Wealth Advisors serve?

Serves West Bend and 11 towns within 25 miles: Richfield, Hartford, Cedarburg, Grafton, Germantown, Port Washington, Mequon, Menomonee Falls, Sussex, Brown Deer and Glendale. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Client First Tax & Wealth Advisors?

Client First Tax & Wealth Advisors has a rating of 3.8 from 12 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Client First Tax & Wealth Advisors?

Call Client First Tax & Wealth Advisors on (262) 335-1700. The business is at 215 N Main St Ste 1040, West Bend, WI 53095. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Client First Tax & Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Client First Tax & Wealth Advisors (this business)—673.8 (12)NoNo
Wealth Enhancement Group#7685.0 (38)NoNo21.7 mi
BMO Bank N.A Branches#8673.3 (23)YesNo1.1 mi
The Women's Financial Wellness Center#10674.7 (41)NoNo23.7 mi

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