Best Financial Advisors in Janesville, WI

The highest-rated Financial Planning & Wealth Management companies out of 198 vetted & reviewed in the Janesville area.

Kf. Wealth Management

Kf. Wealth Management

(8)
Investment Team
“I can not recommend KF financial enough if you are looking for a new financial advisor that will assist you in all the different areas of wealth management.”
CFP Certified
In Business Since 2022
Family Business
101 E Milwaukee St Suite 428, Janesville, WI
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Alt Tax & Financial Services

Alt Tax & Financial Services

(6)
“If you want professional and knowledgeable people working on your tax return and prefer having the same person prepare your taxes every year, I definately recommend their services after being a customer here for many years.”
Accepts All Major Credit Cards
In Business Since 1980
1101 Joliet St, Janesville, WI
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Holtz Tax & Accounting

Holtz Tax & Accounting

(1)
“Fair and honest pricing.”
Transparent Fees & Pricing
In Business Since 2008
4324 E Bingham Rd Ste 100, Janesville, WI
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Retirement Plan Advisors

Retirement Plan Advisors

(2)
“Angel always takes the time we need to answer any and all questions.”
In Business Since 2000
3618 Ridge Dr Suite 150, Janesville, WI
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Uncommon Cents Investing

Uncommon Cents Investing

(1)
“Very professional, thorough and no pressure.”
In Business Since 2011
1215 Suffolk Dr #100, Janesville, WI
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Cutler Financial Group

Cutler Financial Group

(2)
Retirement Planning, Investments, Charitable Giving
“Levi and Jacob have been fantastic custodians of our retirement investments.”
In Business Since 2012
116 Janesville St, Oregon, WI 53575
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Stifel - the Nimmo Group

Stifel - the Nimmo Group

“In today's economy, solid financial guidance is critical. That's why it's important to work with a team of dedicated financial advisors who are committed to listening to you, understanding your concerns, and helping you align the various aspects of y...”
In Business Since 2017
22 S Jackson St, Janesville, WI
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Chad J. Karl & Associates

Chad J. Karl & Associates

Wealth Solutions
“Your decision about what to do with your 401(k) may turn out to be one of the major financial decisions of your lifetime. That's why I'm happy to offer this FREE digital handbook…Making a 401(k) rollover on your own can be confusing. This valuable, d...”
In Business Since 2006
33 E Racine St, Janesville, WI
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Guist Wealth Advisors

Guist Wealth Advisors

“– Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) ren...”
In Business Since 2016
14 S Jackson St #100, Janesville, WI
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Maybee Advisory Group

Maybee Advisory Group

“Dr. Laurence Kotlikoff, a leading economist, reveals Social Security details that everyone should know in 12 Secrets to Maximize Your Social Security Benefits.”
In Business Since 2016
2525 Milton Ave #216, Janesville, WI
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Duick & Company

Duick & Company

(2)
Business Services, Services For Individuals, Quickbooks Services
“Trustworthy and dependable, wouldn't go anywhere else”
Licensed, BBB Rating: A+
In Business Since 1986
Free Initial Consultation
Transparent Fees & Pricing
Serving Janesville Area
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Retirement

Retirement

“Investment Advisory Services offered through Retirement Income Strategies, an SEC registered Investment Advisor working as an independent retirement planning firm, Retirement Income Strategies works for its clients in a Fiduciary capacity. Insurance ...”
Licensed, BBB Rating: A+
In Business Since 2017
Serving Janesville Area
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Gamble Retirement Solutions

Gamble Retirement Solutions

(2)
“Friendly people”
In Business Since 2016
Serving Janesville Area
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Day 2 Day Tax Services

Day 2 Day Tax Services

(1)
“She charged me a very reasonable price and took the time to explain questions i had over the phone and even in person.”
In Business Since 2019
Serving Janesville Area
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Siepert & Co Llp

Siepert & Co Llp

“We provide the highest level of professional accounting, tax and financial services available anywhere. Our central focus is always on our clients and we work closely with them to demonstrate how the numbers affect them. We understand that the servic...”
LLP, LLP Certified
In Business Since 1997
Serving Janesville Area
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First Citizens Investment Services

First Citizens Investment Services

Insurance, Open an Account, What is Gwp?
“Welcome, I'm Aurelio Callope, a financial consultant in Whitewater, WI and Whitewater resident for over 25 years. Here at First Citizens Investment Services, my goal is to focus on you and the unique set of financial circumstances you and your family...”
In Business Since 2012
Serving Janesville Area
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SB Financial Services - Evansville

SB Financial Services - Evansville

GWP
“State Bank of Cross Plains ("Financial Institution") provides referralsto financial professionals of LPL Financial LLC(“LPL”) pursuant to an agreement that allowsto pay the Financial Institution for these referrals. This creates anincentive for the F...”
In Business Since 2016
Serving Janesville Area
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Wegner Cpas

Wegner Cpas

(18)
Monthly Accounting Services, Controllership & CFO, Fiscal Agent Services
“Furthermore, their bookkeeping staff is top-notch, professional and quick, and not the least, as affordable as some of the smaller outfits I've worked with.”
Licensed, BBB Rating: A+
In Business Since 1955
Offers Financing Options
Remote Consultations Available
2921 Landmark Pl Suite 300, Madison, WI
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Klaas Financial

Klaas Financial

(6)
Services For Individuals and Families, Overview of Specialties and Services, Services For Employers
“This group has great systems in place to be able to help their clients achieve their financial goals in a way that minimizes risk and clearly communicates how their money is being managed.”
Licensed, BBB Rating: A+
In Business Since 1977
Accepts All Major Credit Cards
Serving Janesville Area
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Stafford Financial Consulting

Stafford Financial Consulting

Kyle Gosdeck, Ian F Smith, Staffcore
“Stafford Financial Consulting Group was established in 1982. As the former insurance planning practice for Baker Tilly Virchow Krause LLP, Stafford Financial Consulting Group continues this journey by providing business with independent, objective, a...”
Licensed, BBB Rating: A+
In Business Since 1988
2501 W Beltline Frontage Rd # 201, Madison, WI
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Midwest Financial Group (Formerly, Apel Associates

Midwest Financial Group (Formerly, Apel Associates

(15)
Retirement & Income Planning, Financial Planning, Medicare & Individual Health Plans
“When my e File got rejected by the IRS, they contacted me immediately to let me know the potential cause and had a paper file printed out and marked for signature that same day so I could drop it off at the post office.”
Accepts All Major Credit Cards
In Business Since 2018
Free Initial Consultation
1806 Seminole Hwy, Madison, WI
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Tax Problem Fixers

Tax Problem Fixers

(4)
“Glenn Miller, has helped us for over 20 years and has always had the answers to my questions for our personal and corporate taxes, I trust his company at tax time like no other… thank you Glenn”
Transparent Fees & Pricing
In Business Since 2020
Free Initial Consultation
Offers Financing Options
Serving Janesville Area
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Vanden Heuvel & Associates Cpas

Vanden Heuvel & Associates Cpas

(1)
Reviews - Compilations, Tax Planning, Sage Peachtree Consulting
“They are always quick, pleasant to work with and available when needed.”
Transparent Fees & Pricing
In Business Since 1999
2923 Marketplace Dr Suite 200, Madison, WI
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Financial Impact Advisors

Financial Impact Advisors

(20)
Retirement Planning, Financial Planning, Tax Planning
“Everyone in the office from Taylor to Jane has been helpful and really extraordinary in crafting a retirement and health insurance that I am currently enjoying.”
In Business Since 2018
Serving Janesville Area
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Retirement Planning and Investment Management Services in Janesville, WI Cost Estimates

Minimum cost
$1087
Maximum cost
$9232
National Average
$3259
Avg Per Hour Rates
$326
$2173
$5974
Average price range is based on 503 cost profiles
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Average Cost $3259
Minimum cost $1087
Maximum cost $9232
Avg Per Hour Rates $326

Average range $2173 to $5974 is based on 503 cost profiles.

Why these companies made our list

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