Reis Financial Services

  • Financial Services
  • West Bend WI
  • 2 employees
  • Financial Services
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Company Overview

Headquarters
4524 Dollar Drive, West Bend WI
Website
reisfs.com
Phone
(262) 338-0018
Employees
2
Founded in
1993
Industry
Financial Services
NAICS Code
NAICS Code 5223 Companies
NAICS Code 522 Companies
NAICS Code 52232 Companies
NAICS Code 52 Companies
NAICS Code 522320 Companies
SIC Code
SIC Code 738 Companies
SIC Code 73 Companies
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Financials & Stats

Revenue

$1B

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Who is Reis Financial Services

Reis Financial Services, LLC is a privately held financial planning and investment management firm based in West Bend, Wisconsin. The company employs a team of 5 to 9 professionals dedicated to providing comprehensive financial solutions. Reis Financial Services offers a wide range of services tailored to meet the needs of individuals, families, and businesses. These services include financial planning, investment management, retirement planning, tax planning, and estate planning. As an independent firm, Reis Financial Services is committed to providing unbiased and objective advice to its clients. Securities and investment advisory services are offered through Woodbury Financial Services, Inc., a member of FINRA and SIPC. Insurance services are provided through Reis Financial Services, LLC, which is not affiliated with Woodbury Financial Services, Inc. Clients seeking financial guidance can reach Reis Financial Services at reisfs.com or through their dedicated team.

Reis Financial Services Industry Tags

Financial Planning
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
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Reis Financial Services Tech Stack

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Companies Similar to Reis Financial Services

Analyze industry trends and opportunities by examining competitors and companies comparable to Reis Financial Services, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
1M 9 Avondale, AZ 2000
1M 4 Oshkosh, WI 2010
1M 6 Westport, CT 2003
1M 4 San Diego, CA 1996
1M 12 Lombard, IL 2012
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FAQ

What is the location of Reis Financial Services's headquarters?
The headquarters of Reis Financial Services are situated at 4524 Dollar Drive, West Bend WI
What is Reis Financial Services's phone number?
Reis Financial Services's contact number is (262) 338-0018.
What is Reis Financial Services's official website?
The official website of Reis Financial Services can be found at reisfs.com.
What is Reis Financial Services's current revenue?
As of February 2019, Reis Financial Services's annual revenue reached $1B.
How many employees does Reis Financial Services currently have?
Reis Financial Services employs approximately 2+ people as of February 2019
Which industries is Reis Financial Services primarily operating in?
Reis Financial Services operates in the following industries: Finance, Credit
What are Reis Financial Services's industry tags?
Reis Financial Services's industry tags include: Financial Planning, Investment Planning, Retirement Planning
When was Reis Financial Services founded?
Reis Financial Services was founded in 1993.