Reis Financial Services

Reis Financial Services

The Reis Financial Services team.

Reis Financial Services Joins Forces with Merit Financial Advisors Effective June 9, 2023

We are excited to announce the next phase of our company, the merger of Reis Financial Services and Merit Financial Advisors. We anticipate the transition to the Merit platform will be seamless. You will still have access to the same local team and resources you have now, but with expanded support and services.

Our combined team is dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your friendship, and look forward to serving you for years to come. Learn more about our team here or call us at (262) 338-0018.

Reis Financial Services, Merit Financial Advisors and LPL Financial are separate entities. Compensation has been paid in the merger.

About Reis Financial Services

Reis Financial Services is a financial planning and investment management team in West Bend, Wisconsin. Their professionals provide financial, investment, retirement, tax, and estate planning strategies for individuals, families, and businesses. Their goal is to ensure you have a seamless strategy that considers your investment, insurance, retirement, tax, and estate planning needs.

This independent advisor team provides a complete range of financial planning and wealth management services. They coordinate with an extensive network of other professionals and integrate with your existing accountant and attorney to develop a comprehensive financial plan.

About Merit

Merit is a financial services firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement.

We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client’s personal growth along with their financial goals.

We believe that we can help address the retirement challenges in America by bringing financial freedom, wellness and confidence to the working population and retirees. As people experience financial wellness, they will live more productive lives.


We’re here to guide you in enhancing and protecting your wealth. Through innovation, we leverage the right tools, resources, and solutions to best serve you. With a wide range of resources focused on financial education and tips, powered by leading-edge technology and cybersecurity, and a robust website with calculators and market updates, we can help you gain further insight into your financial plan.