Patricia A. Kiefer,  CFP<sup>&reg;</sup> - Financial Advisor

Patricia A. Kiefer, CFP®

Review Services, Inc.

13255 W Bluemound Rd, Ste 205
Brookfield, WI 53005
(262) 784-9690

General

Patricia Kiefer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Review Services, Inc. in Brookfield, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Special Needs

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