Client First Tax and Wealth Advisors

Client First Tax and Wealth Advisors http://www.clientfirsttaxandwealth.com We help people secure the financial confidence they deserve.

"He is not here; he has risen!" ~ Luke 24:6Rejoice in the victory of Easter, for Christ is risen indeed!May the grace of...
03/31/2024

"He is not here; he has risen!" ~ Luke 24:6
Rejoice in the victory of Easter, for Christ is risen indeed!
May the grace of Jesus Christ be with you and your family today and forever.

Our office is closed today in observance of Good Friday. As we remember Jesus Christ's crucifixion, may His teachings of...
03/29/2024

Our office is closed today in observance of Good Friday. As we remember Jesus Christ's crucifixion, may His teachings of love, forgiveness, and redemption guide us always. We wish you a meaningful Good Friday filled with reverence and gratitude.

In observance of the federal holiday, Martin Luther King Jr. Day, our office will be closed on Monday, January 15, 2024....
01/15/2024

In observance of the federal holiday, Martin Luther King Jr. Day, our office will be closed on Monday, January 15, 2024. Enjoy the day of service!

We wish you and your family the joy and blessings the true meaning of Christmas brings to all of us.
12/23/2023

We wish you and your family the joy and blessings the true meaning of Christmas brings to all of us.

12/22/2023
Happy Thanksgiving to you and your loved ones from Client First! Enjoy the day with family and friends. There is so much...
11/23/2023

Happy Thanksgiving to you and your loved ones from Client First! Enjoy the day with family and friends. There is so much to be thankful for this year. "Give thanks to the Lord, for He is good. His love endures forever." 1 Chronicles 16:34

To all the workers out there: thank you for your contributions to society and for making our country a better place.
09/04/2023

To all the workers out there: thank you for your contributions to society and for making our country a better place.

Friendly reminder our office is closed today. Our team is helping Habitat for Humanity. We'll be back in the office tomo...
07/20/2023

Friendly reminder our office is closed today. Our team is helping Habitat for Humanity. We'll be back in the office tomorrow.

Let's appreciate this beautiful country and this Independence Day! Happy 4th of July everyone!
07/04/2023

Let's appreciate this beautiful country and this Independence Day! Happy 4th of July everyone!

1 More Week to Get Your Tax Information to Us! April 7th is the final day to get your tax information to us! The deadlin...
03/31/2023

1 More Week to Get Your Tax Information to Us! April 7th is the final day to get your tax information to us! The deadline is fast approaching! https://bit.ly/3JpKAB0

Address

215 N Main Street, Ste 1040
West Bend, WI
53095

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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