Racine, WI

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Racine, WI
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Best Financial Advisors in Racine, WI

The highest-rated Financial Planning & Wealth Management companies out of 136 vetted & reviewed in the Racine area.

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Broesch & Co.

Broesch & Co.

(26)
Sales Tax Services, Accounting Services, Irs Representation
“I've always filed my own taxes, but this year became much more complicated and I didn't want to make mistake so I did some research and ended up picking Broesch & Co based on their reviews.”
In Business Since 2006
Accepts All Major Credit Cards
Transparent Fees & Pricing
Offers Financing Options
1601 E Racine Ave # 101, Waukesha, WI 53186
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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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Gordon J. Maier & Company

Gordon J. Maier & Company

(5)
Management Advisory (Mas), Taxes, Business Valuations
“I have only been with the company for a year, however, in this short time I have seen genuine interactions between colleagues and clients where there is always a high level of knowledge, compassion, confidence, integrity and trust.”
In Business Since 1941
Accepts Check
845 Wisconsin Ave, Racine, WI 53403
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Kaizen Cpas + Advisors

Kaizen Cpas + Advisors

(47)
  • Profit
  • Questions
  • 2021
“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
Transparent Fees & Pricing
6905 Green Bay Rd #104, Kenosha, WI
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PPG Partners

PPG Partners

(19)
Accounting & Tax Services, College Planning, Dental Consulting
“I have been working with David, Rich and PPG partners for over a year and they have been excellent They helped me settle in to purchase my first dental practice and I have nothing but confidence as they manage the accounting for my practice and handl...”
In Business Since 1965
Licensed
5525 Green Bay Rd, Kenosha, WI
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Tirabassi Felland & Clark

Tirabassi Felland & Clark

(12)
Strategic Business Planning, Tax Services, Services For Individuals
“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.”
In Business Since 1998
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
8035 22nd Ave, Kenosha, WI
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Savaglia Financial Advisors

Savaglia Financial Advisors

(2)
Financial Planning / Investments, Taxes, Risk Assessment
“I enjoy and appreciate the personalized attention I receive from all of the staff members.”
In Business Since 2003
Licensed, BBB Rating: A+
Serving Racine Area
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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.”
In Business Since 1985
Licensed, BBB Rating: A+
Serving Racine Area
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Retirement Advocates

Retirement Advocates

(10)
  • Investments
  • Phone
“Retirement Advocates, and Maria Fleiss have been managing investments for my wife Terry and I, for 6-7 yrs, she has done a great job making sure she takes care of our best interests, and that we understand the information.”
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 Unexpected, Securing Your Loved One’s Future, Stretching Your Income
“Honest, professional, supportive and encouraging of our financial goals and willing to help in any way meet those goals.”
In Business Since 2003
2315 30th Ave, Kenosha, WI
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Christopher Infusino CPA

Christopher Infusino CPA

Business Services, Quickbooks Services, Individual 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...”
In Business Since 2015
Transparent Fees & Pricing
6633 Green Bay Rd, Kenosha, WI
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Riley and Lowe Financial Solutions

Riley and Lowe Financial Solutions

(9)
Financial Planning, Estate Planning, Tax Planning
“So helpful and great knowledge!”
In Business Since 2018
Serving Racine Area
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Zoerner Financial

Zoerner Financial

Financial Planning, Investments
“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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Spectrum Wealth Advisors

Spectrum Wealth Advisors

(1)
What We Do, Tax Preparation, Accounting Services
“Would recommend any of the professionals to handle your finances.”
In Business Since 2014
Serving Racine Area
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Thornwood Financial

Thornwood Financial

(1)
Financial Planning and Investment Advice, Small Business Owner Financial Solutions
“They will help you determine your lifestyle, stress level, security, and most importantly, your legacy.”
In Business Since 2021
Free Initial Consultation
Serving Racine Area
Featured

🏃🏽‍♀️Planning for retirement is a marathon, not a sprint, and it's important to have a solid plan in place before retiring. According to an article by Charles Schwab, there are nine things you can do to keep your goals on track after you retire (or partially retire), a few including: ✅ Making sure...

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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)
“Paul Sr and Jr are the best always giving great advice and listen to your concerns.”
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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Better Credit Services

Better Credit Services

(6)
  • Credit Scores
  • Result
“Never in my life did I think I could achieve a credit score high enough to be able to start looking into buying my own house, getting a car without a co-signer, and having my credit scores where i could only dream they would be I can't thank Cody and...”
Serving Racine Area
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Manchester Investments

Manchester Investments

Financial Planning, Estate Planning, Tax Planning
“If there's one thing certain about life – it's the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you've covered all the bases, life sometimes has a funny way of throwing you a curveball...”
In Business Since 2003
Serving Racine Area
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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...”
In Business Since 2018
Offers Financing Options
10460 52nd St, Kenosha, WI
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Retirement & Wealth Strategies

Retirement & Wealth Strategies

“Retirement & Wealth Strategies has the expertise and flexibility to help a wide range of clients in order to provide the best possible financial planning and advisory services. Our clients' needs are very different, depending on where they may be on ...”
In Business Since 2014
Serving Racine Area
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LDF Financial Group

LDF Financial Group

“4. Consumer debt is the root of all evil. If you can't pay for your consumerism with cash, then you can't afford it. Consumer debt shows your lack of self-control by buying things you don't need, with money you don't have, to impress people you don't...”
In Business Since 2008
Serving Racine Area
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Retirement Planning and Investment Management Services in Racine, WI Cost Estimates

Minimum cost
$1122
Maximum cost
$9534
National Average
$3365
Avg Per Hour Rates
$337
$2244
$6169
Fair price range is based on 458 cost profiles
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Average Cost $3365
Minimum cost $1122
Maximum cost $9534
Avg Per Hour Rates $337

Fair range $2244 to $6169 is based on 458 cost profiles.

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