Review Services, Inc.

www.reviewservicesinc.com

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.

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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.

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Country

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State

Wisconsin

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City (Headquarters)

Brookfield

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Employees

1-10

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Founded

1987

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Estimated Revenue

$5,000,000 to $10,000,000

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Social

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Potential Decision Makers

  • Partner , Cfp

    Email ****** @****.com
    Phone (***) ****-****
  • Temporarily Retired

    Email ****** @****.com
    Phone (***) ****-****
  • Associate Financial Planner , Cfp

    Email ****** @****.com
    Phone (***) ****-****
  • Partner , Cfp

    Email ****** @****.com
    Phone (***) ****-****

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