Review Services, Inc. Email Format
Financial ServicesWisconsin, United States2-10 Employees
Review Services, Inc. is an independent, fee-only wealth management firm serving clients in the greater Milwaukee area. The principals, Patricia A. Kiefer, CFP, and Tim A. Konicke, CFP, bring a combined four decades of experience in comprehensive financial planning and asset management services. The firm aims to provide sensible, unbiased financial planning solutions that help clients prioritize and quantify their goals, set realistic expectations, and adopt a disciplined savings and asset-management strategy. As a small, locally based practice, RSI emphasizes personal attention and reliable client service in guiding clients to define and pursue their personal and financial goals. The company is based in Brookfield, Wisconsin, reflecting its regional focus within the Milwaukee area.