Review Services, Inc.
www.reviewservicesinc.comReview 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.
Read moreReview 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.
Read moreCountry
State
Wisconsin
City (Headquarters)
Brookfield
Employees
1-10
Founded
1987
Estimated Revenue
$5,000,000 to $10,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Partner , Cfp
Email ****** @****.comPhone (***) ****-****Temporarily Retired
Email ****** @****.comPhone (***) ****-****Associate Financial Planner , Cfp
Email ****** @****.comPhone (***) ****-****Partner , Cfp
Email ****** @****.comPhone (***) ****-****
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