Review Services, Inc.

Get Full Access

Description

  • 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.
  • location

    Headquarters:13255 West Bluemound Road Suite 205, Brookfield, Wisconsin, United States

    More
  • Review Services, Inc. phone

    Phone Number: +1 262-784-9690

  • Review Services, Inc. website

    Website: https://www.reviewservicesinc.com

  • Review Services, Inc. employees

    Employees:6

  • Review Services, Inc. revenue

    Revenue:$1 - 10M

  • Review Services, Inc. legal name

    Legal Name:Review Services, Inc.

  • Review Services, Inc.'s Social Media

    Review Services, Inc. linkedin
  • done Is this data correct?
  • |  NAICS Code: 523930  |

    Show More
Person level website identification

Partner, Cfp for Review Services, Inc.

Patricia Kiefer

Partner, Cfp

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Patricia Kiefer

Partner, Cfp

Tim Konicke

Partner, Cfp

Frequently Asked Questions regarding Review Services, Inc.

  • Where are Review Services, Inc.'s Headquarters?

    Review Services, Inc.'s Headquarters are in 13255 West Bluemound Road Suite 205,Brookfield,Wisconsin,United States

  • What is Review Services, Inc.'s phone number?

    Review Services, Inc.'s phone number is +1 262-784-9690

  • What is Review Services, Inc.'s official website?

    Review Services, Inc.'s official website is https://www.reviewservicesinc.com

  • What is Review Services, Inc.'s Revenue?

    Review Services, Inc.'s revenue is $1 - 10M

  • What is Review Services, Inc.'s NAICS code?

    Review Services, Inc.'s NAICS code is 523930

  • How many employees are working in Review Services, Inc.

    Review Services, Inc. has 6 employees

  • What is Review Services, Inc.'s Industry?

    Review Services, Inc. is in the industry of Financial Services

  • Who is Review Services, Inc.'s Partner, Cfp?

    Review Services, Inc.'s Partner, Cfp is Patricia Kiefer

Company Directory