Kenosha, WI

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Kenosha, WI
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Best Financial Advisors in Kenosha, WI

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

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Kaizen Cpas + Advisors

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.”
Transparent Fees & Pricing
In Business Since 2021
6905 Green Bay Rd #104, Kenosha, WI
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PPG Partners

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.”
Licensed
In Business Since 1967
5525 Green Bay Rd, Kenosha, WI
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Tirabassi Felland & Clark

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.”
Free Initial Consultation
Offers Financing Options
Accepts All Major Credit Cards
Transparent Fees & Pricing
8035 22nd Ave, Kenosha, WI
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Retirement Advocates

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)).”
In Business Since 2016
6123 Green Bay Rd #210, Kenosha, WI
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The Schaeffer Financial Group

The Schaeffer Financial Group

(5)
Planning For the Future, Stretching Your Income, Saving For College
“Always helpful and kind.”
In Business Since 2003
2315 30th Ave, Kenosha, WI
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Christopher Infusino CPA

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...”
Transparent Fees & Pricing
In Business Since 2015
6633 Green Bay Rd, Kenosha, WI
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Zoerner Financial

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....”
In Business Since 2020
7530 39th Ave, Kenosha, WI
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Prophet Asset Management

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...”
In Business Since 2011
708 57th St, Kenosha, WI
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Blackswan Fortune

Blackswan Fortune

In Business Since 2020
2409 52nd St #2, Kenosha, WI
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Pulera Financial Services

Pulera Financial Services

(2)
“Wonderful professional experience with these gentlemen.”
5455 Sheridan Rd LL20, Kenosha, WI
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Berthel Fisher & Co

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...”
In Business Since 2013
4701 Harrison Rd, Kenosha, WI
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Aerov Financial

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...”
Offers Financing Options
In Business Since 2018
10460 52nd St, Kenosha, WI
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Briggs Financial

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?).”
Emergency Services
Free Initial Consultation
In Business Since 1985
Serving Kenosha Area
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Hacienda Tax Service

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”
In Business Since 2008
3205B Sunset Ave, Waukegan, IL
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Financial Service Group

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.”
Licensed, BBB Rating: A+
In Business Since 1985
Serving Kenosha Area
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Riley and Lowe Financial Solutions

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 ?'”
In Business Since 2016
Serving Kenosha Area
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Bode Financial Group

Bode Financial Group

(1)
“Unlike the other anonymous reviewers, I am actually a client and have been for nearly 20 years.”
In Business Since 2009
4061 N Main St #250, Racine, WI
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Thornwood Financial

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.”
Free Initial Consultation
In Business Since 2021
Serving Kenosha Area
Featured

Whether you invest by yourself or with an investment advisor, you most likely have money in some form of stocks, bonds and mutual funds. However, if those are all you are using as investment vehicles, you could be overly correlated to the market and the emotional swings of its investors. Some...

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Spectrum Wealth Advisors

Spectrum Wealth Advisors

(1)
Accounting Services, Wealth Management, Tax Preparation
“Would recommend any of the professionals to handle your finances.”
In Business Since 2014
Serving Kenosha Area
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Gordon J. Maier & Company

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.”
Accepts Check
In Business Since 1941
Serving Kenosha Area
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Brad Jenks | Star Capital Management - 401k Rollovers

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...”
In Business Since 2009
Serving Kenosha Area
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JKR Financial Consultants

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, ...”
In Business Since 2011
Serving Kenosha Area
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Business To Business Solutions

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...”
In Business Since 2001
Serving Kenosha Area
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New Beginnings Financial

New Beginnings Financial

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

Minimum cost
$1163
Maximum cost
$9881
National Average
$3488
Avg Per Hour Rates
$349
$2325
$6394
Average price range is based on 376 cost profiles
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Average Cost $3488
Minimum cost $1163
Maximum cost $9881
Avg Per Hour Rates $349

Average range $2325 to $6394 is based on 376 cost profiles.

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