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

Kaizen Cpas + Advisors

(29)
Information Technology, Payroll, Tax Services
“I recently moved to California and rather than find a new local accountant, I decided to stay with this firm after finding out they can handle my needs no matter the state that I live in.”
In Business Since 2021
6905 Green Bay Rd Suite 202, Kenosha, WI
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The Schaeffer Financial Group

The Schaeffer Financial Group

(3)
Planning For the Future, Stretching Your Income, Saving For College
“Knowledgeable, most importantly, also easy work with.”
In Business Since 2003
2315 30th Ave, Kenosha, WI
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Retirement Advocates

Retirement Advocates

(2)
Social Security Resources, Important Questions to Ask Your Financial Advisor, “the Insiders Connection” Bi-Monthly Publication Sign-up
“Great personalized service.”
In Business Since 2016
6123 Green Bay Rd, 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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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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Jordan Financial Life Planning

Jordan Financial Life Planning

(3)
“David help me plan my retirement and my needs going forward after retirement.”
6123 Green Bay Rd Ste 260, 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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Keys2creditfinancialsolutions

Keys2creditfinancialsolutions

“Keys2Credit Financial Solutions is determined to make a positive difference in the lives of our clients by helping them improve their personal credit scores, and by providing them with the knowledge to make better financial decisions. We also assist ...”
In Business Since 2021
8032 22nd Ave Suite #119, 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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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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Ameritaxpro Financial Services & Medicare Options

Ameritaxpro Financial Services & Medicare Options

“Family insurance As a provider to your family, it is always a safeguard to have a cash value to Protect your children and love ones from life-changing events.”
In Business Since 2020
6119 Sheridan Rd UNIT 1, Kenosha, WI
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Financial Service Group

Financial Service Group

“For 40 years we've built relationships throughout Southeast Wisconsin based on trust, integrity, compassion, respect, and excellence. Learn more about how our financial planning team serve as your fiduciary in helping you live the great life–and reti...”
Licensed, BBB Rating: A+
In Business Since 1985
Serving Kenosha Area
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Hacienda Tax Service

Hacienda Tax Service

(6)
Publications
“Hacienda Tax Service is the best place for taxes, they explain your questions very well, they have a lot of patience for you, they are very friendly and have a lot of experience doing taxes for business and individual I really recommend the Hacienda ...”
In Business Since 2008
3205B Sunset Ave, Waukegan, IL
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Riley and Lowe Financial Solutions

Riley and Lowe Financial Solutions

(9)
Tax Library, Newsletters, Videos
“He covers all the necessary situations that we may be involved in and makes sure all our ?'”
Remote Consultations Available
In Business Since 2016
Serving Kenosha Area
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MGA Wealth Management

MGA Wealth Management

(2)
“MGA and Lighthouse Tax have been a tremendous help not only during tax time, but throughout the year when we have questions about finance, opportunities and more.”
In Business Since 2015
5402 Douglas Ave, Racine, WI
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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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Spectrum Wealth Advisors

Spectrum Wealth Advisors

“Spectrum Wealth Advisors is a full service wealth management firmformed in 2014 by Jamie and Aaron Young, a father and son duo with over 35 years of combined experience in financial planning. Spectrum was formed with the mission to help our clients g...”
Transparent Fees & Pricing
In Business Since 2014
Serving Kenosha Area
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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.”
In Business Since 1996
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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Gordon J. Maier & Company

Gordon J. Maier & Company

(3)
Employee Benefit Plans, Financial Statements, Business Valuations
“She communicates complex tax issues in a way that is easy to understand and makes you comfortable that she is truly interested in doing things the right way for her client's best interests.”
Accepts Check
In Business Since 1941
Serving Kenosha Area
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Tax Solutions

Tax Solutions

(2)
“I went to you last year and you were soon much help with all the problems I had and you were very patient and made sure I got my money back and that it was the right amount and I plan on coming back this year actually today :-) thank you soon much yo...”
1400 Sunset Ave #4, Waukegan, IL
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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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Sackman & Son Financial Services

Sackman & Son Financial Services

“Sackman & Son is a family owned and operated business with a passion for helping our clients better position themselves for tomorrow. Our President, Gary L. Sackman has over 30 years of experience in the financial industry, all of which has been spen...”
Family Business
In Business Since 2012
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.

Why these companies made our list

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