My family and I have been customers ever since the early 70's. Specifically with John Conwell. and…read moresince his retirement we have been working with Daniel Aiken. The group moved from the old location on Main Street 6 years ago, to a very nice open modern building. Plenty of light comfortable furniture and decorations. Parking as always is easy plenty of open areas. Its on SIlverbrook off paradise and Hwy 45. Dan has many clients from all over America I'm just lucky enough to meet up face to face. Once a year to review distributions. I recall some of his clients have never had or needed a face 2 face. Every investor needs diversity value fit and price to meet your needs and personal objectives. I have nothing but praise for this group of advisors.

I have had my taxes completed at Client first for 7 years in a row. I have been more than satisfied…read morewith their work. Recently I received a letter that they will no longer do my taxes because I have not used any of their services. Like investing in their programs. I feel that this is discrimination against me being a senior citizen. This was the program they originally started. Special senior discounts. Now we get tossed to the Sid because we can't afford their expensive programs. They cannot be trusted!

From the owner: Client First exists to serve people like you; modest and frugal with midwest sensibilities. Our…read moreclients come from all stages of life; young family to retirees. Our clients come from all backgrounds; 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. Said another way, we take the tools, know-how and information access normally reserved for the elite and Wall Street and bring it right here to Main Street for the hard working men and women in our area. We have you covered; tax, investments, retirement, estate planning, social security and medicare. Your team at Client First brings a strong inventory of experience and abilities. We're here to serve you!

my account was attacked from an unknown area. Had contacted the cu about this, was accused of…read moregiving my debit card to FB. This false comment came from the fraud specialist in West Bend. I never used my debit card on FB. This fraud is still on my account, GHCU refuses to address the situation. Now I'm a victim of fraud!

So far I have had good service and a friendly attitude while dealing with them. The complaint about…read morethe manager probably has some merit ;however the other employees do not have those traits. I am surprised that the upper management does not correct the problem. Their web site needs a lot of improvement. FRED ROGERS WEST BEND,WI

I tried opening an account online, goy all the way through the process until oyster asked the…read moreissuing state of my license. Apparently, Wisconsin is not an acceptable answer, although I pressed on it on YOUR website. I give up. You lost a new customer.

I met with Jonathan Gleason, the Branch Manager I believe, and had one of best customer service…read moreexperiences ever in personal banking. He took the time, to help me out and create future ideas for my family and possible business account as well. It was a spectacular show of customer excellence and I highly recommend his branch based on his leadership and customer service.

They have always been helpful to me and very professional. Their app works very well and their new…read morelocation is excellent.

At the Pick n Save North location in west bend there's this lady who always has her hair in a tight…read morelow bun with bug eyes who has an attitude every time I come in. The bank itself is great but she always makes going to ask a question or paying in store when the app doesn't work, a living hell. Keep in mind I am 19 years old trying to figure out how to pay everything myself and use the app to manage my finances, and every time I have a "simple question" she acts like it's the end of the world.