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Kf. Wealth Management
- Interest
- Retirement
- Team
“The knowledge they have and the different options they provide are far beyond any help or direction we have gotten from our 2 previous management teams.”
Best Financial Advisors in Janesville, WI
24 firms listed · 9 in Janesville · 1 open weekends · 19 rated 4.5+
Data verified October 18, 2026
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Alt Tax & Financial Services
“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.”
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Uncommon Cents Investing
“Very professional, thorough and no pressure.”
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Cutler Financial Group
- Team
“Levi and his team have done a great job for me over the last 14 years.”
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Stifel - the Nimmo Group
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Kumlien Advisory Group
- Taxes
“Very friendly and helpful.”
The 24 firms listed for Janesville, WI provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Janesville, WI
Of the 24 firms we list here, 9 are in Janesville itself and 15 come from towns including Beloit (2, 11 mi), Evansville (2, 16 mi) and Oregon (2, 25 mi). 19 of the firms on this page have a rating, from 4.6 to 5.0 across 166 reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (87%) and quality (66%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are retirement planning (3), asset management (2), estate planning (2), financial planning (2) and investments (2). 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 13 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Janesville take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Chad J. Karl & Associates
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Retirement Plan Advisors
“Angel always takes the time we need to answer any and all questions.”
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Guist Wealth Advisors
“Great experience working with Guist Wealth Advisors!”
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Krista Berkley – LPL Financial
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Retirement
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Gamble Retirement Solutions
“Friendly people”
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Siepert & Co.
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First Citizens Investment Services
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SB Financial Services - Evansville
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Financial Impact Advisors
- Management
- Investment
- Team
“In particular, Taylor Smithyman has provided consistently solid financial advice and has created a long-term financial plan that works very well for me.”
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Klaas Financial
“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.”
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Midwest Financial Group
- Organized
“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.”
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Madison Partners - Madison Office
- Future
“They have given us the options that correspond to our specific needs, and as those needs change, they help us to adjust!”
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Atlatl Advisers
“Having their expertise managing our portfolio has been a game changer as we could never stay on top of the market, especially during these volatile times.”
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Avalon Of Oregon
“Mark does a great job listening to his clients and providing direction and support to help them reach their goals.”
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Price Lawson
“I never read a single one of them, but I'm just glad they did that, because I doubt many business's go to that length to keep all their clients up to date with the latest-greatest info.”
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Financial Advisors
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Strong Tower Advisors
“Valdes has been exceptional in evaluating my current financials and putting together a variety of options which are in my best interest from which to choose.”
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
Why these companies made our list
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