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 for 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 competency that combines to provide a comprehensive financial, estate, insurance and tax planning solution.

• Justin Krueger
  Certified Financial Planner
  Phone: (262) 335-1700
  Send an Email

Located in historic downtown West Bend, look for our office on the East side of North Main St across from Old Settlers Triangle Park, previously the Ziegler Building.