Also known as review services
Review Services, Inc. is an independent, fee-only financial planning and investment management firm located in the Greater Milwaukee area, based in Brookfield, Wisconsin. It was founded in 1987 and lists about $172 million in assets under management. The firm provides financial planning and investment management for individual clients. Its process starts with gathering financial information, setting goals, and establishing risk tolerance and time horizon, followed by building a diversified portfolio that considers cash flow and tax situation. It reviews the client's entire portfolio, not only assets it manages, and works with outside CPAs, attorneys and long-term care specialists when needed.
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Review Services is a wealth manager based in Brookfield, United States, managing approximately $172M in assets.
Review Services is headquartered in Brookfield, United States.
Review Services manages approximately $172M in assets under management.
Review Services was founded in 1987.
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