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Business Profile

Retirement Planning Services

The Leist Group, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(262) 796-1674Write a Review

About

Overview

The Leist Group, LLC

500 Elm Grove Rd Ste 200

Elm Grove, WI 53122-2546

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Operating Hours
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM

BBB Accreditation & Rating

The Leist Group, LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

The Leist Group provides clients with services to plan their overall wealth management strategy including Reviewing cash Management and Debt, Establishing and growing wealth, Preserving wealth with balanced objectives and asset allocation, Devising a strategy for effective tax management and potentially increase retirement income, and Planning Estate Distribution. Located in Elm Grove, Wisconsin, they offer their services throughout Waukesha and Milwaukee counties and surrounding areas in Wisconsin.

BBB Accredited Since: 4/25/2004

Years in Business: 48

Products and Services

Mutual Funds, Variable Annuities, Index Annuities, and Fixed Annuities; Life Insurance and Disability Insurance

Business Details

Local BBB:
BBB Serving Wisconsin
BBB File Opened:
4/10/1995
Business Started:
1/1/1978
Business Started Locally:
1/1/1978
Business Incorporated:
12/5/2012
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
The Leist Group
Financial Independence Network
Business Management:
Mickey O'Mara, Marketing Coordinator

Additional Contact Information

Customer Contacts
Mickey O'Mara, Marketing Coordinator
Michael Leist, Owner
Clayton Tyree, Investment Representative
Fax numbers
Primary Fax: (262) 796-1877
Additional Phone Numbers
Other Phone: (262) 796-0030

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
The National Directory of Registered Tax Return Preparers & Professionals

WI
Business Categories
Retirement Planning Services, Tax Return Preparation, Financial Planning Consultants, Insurance Services Office, Life Insurance, Estate Planning and Management, Medicare Supplements, Medicare, Annuities, Medicare Advantages

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