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Reis Financial Services, LLC Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Reis Financial Services, LLC operates as an independent financial planning and investment management firm based in West Bend, Wisconsin. The company offers a range of services including financial, investment, retirement, tax, and estate planning for individuals, families, and businesses, aiming to address comprehensive financial needs from planning to preservation of assets. Positioned within the financial services industry, it provides securities and investment advisory services through Woodbury Financial Services, Inc., while offering its own insurance products independently. The firm serves a small business footprint and private client base, with operations centered in the Milwaukee area, and maintains an address in West Bend as part of its regional presence. The company functions with a modest team and emphasizes a broad scope of planning disciplines to support client financial goals, while clarifying that legal or tax advice is not provided by its affiliated entities.

Find Reis Financial Services, LLC employees' phone numbers or email addresses

Reis Financial Services, LLC Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

Reis Financial Services, LLC's Leadership

  • Stylized image of a person
    R. R.
    Owner/Agent
    Mobile Phone
  • Stylized image of a person
    S. M.
    Cleaner
    Mobile Phone
  • Stylized image of a person
    L. W.
    Financial Assistant
    Mobile Phone

Contact profiles from Reis Financial Services, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. R.
    Owner/Agent
    Mobile Phone
    United StatesNorth Dakota
    May 04, 2026
  • Stylized image of a person
    S. M.
    Cleaner
    Mobile Phone
    United StatesWisconsin
    May 28, 2026
  • Stylized image of a person
    L. W.
    Financial Assistant
    Mobile Phone
    United StatesWisconsin
    Oct 17, 2024

Frequently Asked Questions

What is Reis Financial Services, LLC known for?

Minus sign iconPlus sign iconReis Financial Services, LLC was founded in 1993 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-262-338-****
. Explore Reis Financial Services, LLC's company overview page for more information.

What is Reis Financial Services, LLC's most common email format?

Minus sign iconPlus sign iconReis Financial Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Reis Financial Services, LLC email formats with LeadIQ.

How many employees does Reis Financial Services, LLC have currently?

Minus sign iconPlus sign iconReis Financial Services, LLC has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Reis Financial Services, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Reis Financial Services, LLC's key employees include:

  • Owner/Agent: R. R.
  • Cleaner: S. M.
  • Financial Assistant: L. W.

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