Review Services, Inc
Review Services, Inc.(RSI) is an independent, fee only wealth management firm located in the greater Milwaukee area. The firm partners, Patricia A. Kiefer, CFP® and Tim A. Konicke, CFP®, bring 40 years of combined experience in comprehensive financial planning and investment management services. Providing our clients with sensible and unbiased financial planning solutions is our mission. Our goal is to assist in prioritizing and quantifying client financial goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy to achieve those goals. Review Services Inc. helps our clients visualize, define and achieve their most important personal and financial goals. We believe an effective financial advisor relationship is built on a commitment to personal attention and superior customer service.
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- TK
Tim Konicke
Partner, Cfp · Finance & Accounting
EmailPhone - CT
Carrie Ticali
Associate Financial Planner, Cfp · Finance & Accounting
EmailPhone - PK
Patricia Kiefer
Partner, Cfp · Finance & Accounting
EmailPhone - JL
Jamie Lynne Watkins
Portfolio Administrator · Operations
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Review Services, Inc
3 distinct titles indexed · top 3 shown.
- 2partner, cfp
- 1associate financial planner, cfp
- 1portfolio administrator
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