Reis Financial Services, LLC is an independent financial planning and investment management firm headquartered in West Bend, Wisconsin. We provide financial, investment, retirement, tax and estate planning for individuals, families, and businesses. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC. Insurance offered through Reis Financial Services, LLC which is not affiliated with Woodbury Financial Services, Inc. Neither Woodbury Financial Services, Inc. nor its representatives or employees provide legal or tax advice. http://joinwoodbury.com/disclosures/socialmedia
View Top Employees from Reis Financial Services, LLCWebsite | http://www.reisfs.com/ |
Revenue | $872000 |
Employees | 3 (3 on RocketReach) |
Founded | 1993 |
Address | 4524 Dollar Drive, West Bend, Wisconsin 53095, US |
Phone | (262) 338-0018 |
Fax | (262) 338-0019 |
Technologies |
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Industry | Financial Services, Finance General, Financial Planning, Finance, Investment Planning, Retirement Planning, Insurance Plannning, Tax Planning Strategies, Estate Planning, Stocks & Bonds, Disability Insurance, 401(k) and IRA rollovers, Managed Accounts, Fixed and Variable Annuities, Mutual Funds |
Competitors | Copper Canyon Wealth Management, Strata Financial Services, The Advice Center |
SIC | SIC Code 73 Companies, SIC Code 738 Companies |
NAICS | NAICS Code 522 Companies, NAICS Code 52 Companies, NAICS Code 5223 Companies, NAICS Code 522320 Companies, NAICS Code 52232 Companies |
Looking for a particular Reis Financial Services, LLC employee's phone or email?
The Reis Financial Services, LLC annual revenue was $872000 in 2024.
3 people are employed at Reis Financial Services, LLC.
Reis Financial Services, LLC is based in West Bend, Wisconsin.
The NAICS codes for Reis Financial Services, LLC are [522, 52, 5223, 522320, 52232].
The SIC codes for Reis Financial Services, LLC are [73, 738].