The Leist Group, LLC
Our primary focus is making sure that the needs of our clients is our top priority. We feel that treating our clients the way we would treat our own family is an important part of who we are.
At The Leist Group, we treat everyone like a member of our own family. That's why we make sure each person who walks through our front door receives the careful attention required to identify, assess and address their unique needs.
With a diverse knowledge base in specialties including tax preparation, financial planning and wealth management, our team is fully equipped to take a truly comprehensive approach to your financial needs. Our staff's financial planning and risk management specialties are among other specialties including income planning, retirement planning, estate planning, tax planning, Medicare planning and insurance planning.
If you're looking for specialized assistance in help planning a financially sound future for yourself and your family—whether you're currently retired, planning to retire soon or your retirement is many years away—we welcome you to schedule a complimentary consultation with our team today. Please call 262-796-0030, contact us online or visit us at our office.
We look forward to hearing from you!