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Kaizen Cpas + Advisors

(47)

Job
Payroll
Financial

“We value our relationship with Kaizen CP As, especially Ben and Janice who we work closely with for the past several years now for our business and payroll needs.”

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PPG Partners

(19)

Financial Planning, Dental Consulting, Retirement Plan Design & Administration

“We have had different taxable income every year, in different locations across the US, and with a great variety of circumstances - and he and his team have done our taxes FLAWLESSLY.”

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Tirabassi Felland & Clark

(12)

Cash Flow Management, Succession Planning, Reviews - Compilations

“I've been a client of Michael's for over 10 years now and as my returns become more and more complicated as life evolves he has always had the answers, fast, efficient, polite, and professional.”

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Retirement Advocates

(10)

Phone
Investments

“Maria helped my Uncle Ralph - he really appreciated that and talked very highly of her (said she was smart, professional, friendly, and really calm - (if you knew him, you would know that last part was a very real talent)).”

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The Schaeffer Financial Group

(5)

Planning For the Future, Stretching Your Income, Saving For College

“Always helpful and kind.”

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Christopher Infusino CPA

Individual Services, Tax Services, Quickbooks Services

“There's no time like the present to start planning your financial future. If you're ready to start planning for your retirement years, call us first. Don't wait until it is too late. We'll help you make sure your retirement years are nothing but smoo...”

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Zoerner Financial

Investments, Financial Planning

“These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ....”

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Prophet Asset Management

“Prophet Wealth Managementis a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, and conserve our clients' wealth by delivering an unpreceden...”

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Blackswan Fortune

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Pulera Financial Services

(2)

“Wonderful professional experience with these gentlemen.”

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Berthel Fisher & Co

“"Berthel Fisher Companies" is a trade name owned by the parent company, Berthel Fisher & Company, an Iowa corporation. It refers to Berthel Fisher & Company and its several subsidiaries. The parent company and its subsidiaries are each separate, inde...”

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Aerov Financial

“The World's Largest Unmanned Systems Community AeroV Financial is thrilled to announce that they have become a member of the AUVSI, the Association of Unmanned Vehicle Systems International. AUVSI is the world's biggest non-profit organization commit...”

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Briggs Financial

(48)

Investment Management, Tax Preparation, Financial Planning

“Briggs Financial has been such a sense of relief for me; money stresses me out (like most people), but Steven has put me on a path to achieving my retirement goals and he's willing to shift as my financial goals change (because life, amirite?).”

Featured

The single largest area of discretionary spending by a wide margin is food. Most Americans spend more money eating out than they do preparing food at home; this can make food cost 75% more. Trading back convenience for cost can mean hundreds of dollars a month that can help: - Pay down high-interest debt - Build emergency savings that can earn a good interest rate - Invest and build wealth for the long run No matter what you earn or how much you have saved, you likely can benefit from an audit of where your food spending goes and if some lifestyle adjustments would improve your financial health. It just takes a willingness to be honest with yourself and the discipline to make the lifestyle changes to be successful - and you can entirely control it! Listen to this episode of Money is Personal and let's get cooking on trading back convenience for cost.

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Hacienda Tax Service

(15)

Publications

“They strive to provide EXCELLENT service, the treatment they give cannot be found anywhere else and the main thing is excellent people who will help them like they have no idea THEY WILL NOT REGRET IT”

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Financial Service Group

(1)

“Besides solid personalized financial guidance advice, the team's genuine interest in their client's well being as they navigate through life has been incredible.”

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Riley and Lowe Financial Solutions

(9)

Planning For Business Owners, Tax Planning, Retirement Planning

“He covers all the necessary situations that we may be involved in and makes sure all our ?'”

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Bode Financial Group

(1)

“Unlike the other anonymous reviewers, I am actually a client and have been for nearly 20 years.”

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Thornwood Financial

(1)

Small Business Owner Financial Solutions, Financial Planning and Investment Advice

“They will help you determine your lifestyle, stress level, security, and most importantly, your legacy.”

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Spectrum Wealth Advisors

(1)

Accounting Services, Wealth Management, Tax Preparation

“Would recommend any of the professionals to handle your finances.”

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Gordon J. Maier & Company

(5)

Financial Statements, Payroll, Employee Benefit Plans

“During my time here, I've witnessed remarkable personal and professional growth, which I attribute to the unwavering support and encouragement from Julie Craig and the outstanding team at Gordon J.”

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Brad Jenks | Star Capital Management - 401k Rollovers

“We've been actively managing client assets since 1994. We use a risk adjusted approach to asset management, taking into consideration a client's overall risk tolerance, investment objectives, and time horizon. By maintaining regular quarterly meeting...”

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JKR Financial Consultants

Investment Planning, Educational Planning, Insurance and Annuity Plans

“Founded in 1984, JKR Financial Consultants is a wealth management firm located in the Greater Chicago Area. Through LPL Financial, our advisors oversee $100M+ in assets under management, as of January 2024. Our team works with individuals, families, ...”

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Business To Business Solutions

Payroll Services, IRS Help Services, Bookkeeping

““A2Z Design has worked with B2B Solutions for over 5 years. Mark Czuba and his team have become a critical part of our success by handling all of our accounting needs. They are proactive and extremely helpful in our budget and tax planning efforts. B...”

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New Beginnings Financial

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Average Cost	$3488
Minimum cost	$1163
Maximum cost	$9881
Avg Per Hour Rates	$349

Best Financial Advisors in Kenosha, WI

The highest-rated Financial Planning & Wealth Management companies out of 106 vetted & reviewed in the Kenosha area.

Kaizen Cpas + Advisors

PPG Partners

Tirabassi Felland & Clark

Retirement Advocates

The Schaeffer Financial Group

Christopher Infusino CPA

Zoerner Financial

Prophet Asset Management

Blackswan Fortune

Pulera Financial Services

Berthel Fisher & Co

Aerov Financial

Briggs Financial

Hacienda Tax Service

Financial Service Group

Riley and Lowe Financial Solutions

Bode Financial Group

Thornwood Financial

Spectrum Wealth Advisors

Gordon J. Maier & Company

Brad Jenks | Star Capital Management - 401k Rollovers

JKR Financial Consultants

Business To Business Solutions

New Beginnings Financial

Retirement Planning and Investment Management Services in Kenosha, WI Cost Estimates

Why these companies made our list

Wealth Management Advisors near Kenosha

Popular in Kenosha