We help people secure the financial confidence they deserve. Client First exists to serve people like you. Our clients come from all stages of life; from young families to retirees, teachers, government employees, business owners, executives, and professionals. At Client First, we take our responsibility of being your fiduciary very seriously. We believe true holistic planning is the only way to care of our clients’ financial health. What makes us unique? It's simple. We provide access to institutional class processes, tools and expertise to serve our clients’ needs. Whether it’s tax preparation and planning, financial planning for all situations, estate planning, or active investment management to maximize your returns, we have you covered. Your team at Client First brings a wide range of experience. Each team member possesses a unique ability that combines to provide a comprehensive financial, estate, insurance and tax planning solution.
View Top Employees from Client First Tax and Wealth Advisors| Website | http://clientfirsttaxandwealth.com |
| Revenue | $5.6 million |
| Employees | 20 (20 on RocketReach) |
| Founded | 2011 |
| Address | 215 N Main Street Suite 1040, West Bend, Wisconsin 53095, US |
| Phone | (262) 335-1700 |
| Technologies |
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| Industry | Investment Management, Finance General, Finance |
| Competitors | Charles Carroll Financial Partners, Covenant Wealth Advisors, Dechtman Wealth Management, Hull Wealth Management, Stockade Wealth Management |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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Client First Tax and Wealth Advisors Questions
The Client First Tax and Wealth Advisors annual revenue was $5.6 million in 2024.
Paul Zarling is the Managing Partner of Client First Tax and Wealth Advisors.
20 people are employed at Client First Tax and Wealth Advisors.
Client First Tax and Wealth Advisors is based in West Bend, Wisconsin.
The NAICS codes for Client First Tax and Wealth Advisors are [5239, 523, 52393, 52].
The SIC codes for Client First Tax and Wealth Advisors are [62, 628].
Top Client First Tax and Wealth Advisors Employees
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David Zarling
Partner, Head of Investment Strategy and Research at Client First Tax and Wealth Advisors
Town of Jackson, Wisconsin, United States35+ -
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