8AM - 5PM
215 N Main St Ste 1040, West Bend“We have worked with Steve Lamping for over 20 years and have always felt we’ve been given the best possible options and coverage. Since Steve recently retired, we began working with Bill. He’s been wonderful! We’re extremely pleased and are thankful for such a great insurance experience.”
9AM - 5PM
2395 W Washington St Ste 102, West Bend“Amy Boden, Mike's Service Specialist, produced a Certificate of Insurance I needed to start my Solar energy project. I appreciated how knowledgable and timely she accomplished this critical task.”
“We recently had an accident with our truck and trailered boat. The insurance adjusters Brenda F. and Heather B. went above and beyond in our opinion with getting our claims settled and checks in our hands. They were very easy to work with and seemed to care about us . Communication was very good, they were calling us, texting us or writing emails daily to keep us informed. Thank you Brenda and Heather . Paul Short”
“This is the most incredible group of professionals I have met within th industry of tax, accounting and wealth management. No judgements, great advice, treat you like family and best of all cost effective. Please if your accountant is not doing what you expect call the team at Client First, they will treat you like their first client. Meredith and her team will amaze you.”