Client First Finance LLC

Fixed/Hourly

Client First Finance provides financial advice and planning to individuals, couples, trusts, estates, businesses, and retirement plans. Services cover financial goals, investments, taxes, employee benefits, estate planning, retirement, insurance, education funding, cash flow, and budgeting. Client First Finance does not manage investment accounts or sell financial products. They focus on low-cost, passive index portfolios.

Assets Under ManagementN/A
Clients49
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Hourly Rate:$400/hr
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Location

1 Advisors at this firm