Kaizen Cpas + Advisors
“Ben held my hand and remained calm throughout picking up the personal and business tax info done from another firm and completing all at tax time.”
Best Financial Advisors in Kenosha, WI
15 firms listed · 9 in Kenosha · 1 open weekends · 12 rated 4.5+
Data verified October 24, 2026
PPG Partners
“They are extremely competent, conscientious and respond to any questions we have.”
Tirabassi Felland & Clark
“He's very knowledgeable and helpful, and I would highly recommend him to anyone.”
Retirement Advocates
“We have worked with Maria for several years and really love the personal touch she puts into our investing strategies.”
The Schaeffer Financial Group
“Honest, professional, supportive and encouraging of our financial goals and willing to help in any way meet those goals.”
Prophet Asset Management
The 15 firms listed for Kenosha, 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: Kenosha, WI
Of the 15 firms we list here, 9 are in Kenosha itself and 6 come from Mt Pleasant (4, 9 mi), Pleasant Prairie (1, 6 mi) and Racine (1, 10 mi). 12 of the firms on this page have a rating, from 4.5 to 5.0 across 214 reviews; 1 has 50 or more reviews. 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2), tax planning (2) and tax preparation (2). 1 has a BBB rating of A or A+. 11 have ten or more years of experience, the longest 60 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 12 list a public email and 2 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 any financial advisers listed for Kenosha offer a free first meeting?
2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Zoerner Financial
Pulera Financial Services
“Paul Sr and Jr are the best always giving great advice and listen to your concerns.”
Berthel Fisher & Co
Financial Service Group
“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.”
Riley and Lowe Financial Solutions
“Very easy to work with and there customer service is second to none, cant go wrong with Riley and Lowe Financial”
Bode Financial Group
Thornwood Financial
“They will help you determine your lifestyle, stress level, security, and most importantly, your legacy.”
Spectrum Wealth Advisors
“Would recommend any of the professionals to handle your finances.”
Retirement & Wealth Strategies
Why these companies made our list
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