Reis Financial Services, LLC

Tel: 262-338-0018
4524 Dollar Drive
West Bend, Wisconsin  53095

About Reis Financial Services, LLC

Reis Financial Services, LLC helps individuals, families and businesses manage Financial Planning, Investment Planning, Retirement and Income Distribution Planning, Insurance Planning, Estate Planning, Business Continuation and Succession Planning, 401(k) and IRA rollovers, IRAs, Fixed and Variable Annuities, Mutual Funds, Stocks & Bonds, Managed Accounts, Disability Insurance, Life Insurance, Major Medical, Medicare Supplements, Nursing Home Insurance, and Tax Planning Strategies, 401(k)s/Pensions, Simple Plan, Business Overhead Insurance, , Buy/Sell Agreements, Deferred Compensation, Group Major Medical, Key Person Insurance, and Split Dollar Insurance.

Office Hours

Monday   09:00 AM - 04:00 PM
Tuesday   09:00 AM - 04:00 PM
Wednesday   09:00 AM - 04:00 PM
Thursday   09:00 AM - 04:00 PM
Friday   09:00 AM - 04:00 PM

Social Media


* Advisor information is provided in partnership with Yext