Best Financial Advisors in Racine, WI

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

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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Kaizen Cpas + Advisors

Kaizen Cpas + Advisors

(29)
Small Business Accounting, Business Advisory, Payroll
“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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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...”
In Business Since 1983
Licensed, BBB Rating: A+
Serving Racine Area
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The Schaeffer Financial Group

The Schaeffer Financial Group

(3)
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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Riley and Lowe Financial Solutions

Riley and Lowe Financial Solutions

(9)
Articles, Flipbooks, Newsletters
“So helpful and great knowledge!”
In Business Since 2016
Remote Consultations Available
Serving Racine Area
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Retirement Advocates

Retirement Advocates

(2)
Client Login, Downloadable Reports and Resources, Important Questions to Ask Your Financial Advisor
“Wonderful place to do business.”
In Business Since 2016
6123 Green Bay Rd, Kenosha, WI
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Savaglia Financial Advisors

Savaglia Financial Advisors

(3)
Financial Planning / Investments, Taxes, Insurance
“I enjoy and appreciate the personalized attention I receive from all of the staff members.”
In Business Since 2019
Serving Racine Area
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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

“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...”
In Business Since 2014
Transparent Fees & Pricing
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 1998
Serving Racine Area
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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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Gordon J. Maier & Company

Gordon J. Maier & Company

(3)
Taxes, Management Advisory (Mas), Payroll
“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.”
In Business Since 1941
Accepts Check
Serving Racine Area
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Jordan Financial Life Planning

Jordan Financial Life Planning

(3)
“If you are looking for people you can trust with your financial health, your future, your vision, we highly recommend you make an appointment.”
6123 Green Bay Rd Ste 260, 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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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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Better Credit Services

Better Credit Services

(6)
  • Credit Scores
“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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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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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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Financial Planning Center For Women

Financial Planning Center For Women

“You will receive, in writing, an Advice & Recommendations Letter from me. We review the letter, your data, and projections together. This gives you a comprehensive understanding of your whole financial picture. You decide which recommendations will b...”
In Business Since 2009
Serving Racine Area
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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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Aaron Hotel Management

Aaron Hotel Management

“Aaron Hotel Management Inc. Founder and President, Rattan Soni, is a veteran in Hospitality Industry, A Graduate in Hotel Management from Highbury Technical College, Portsmouth, U.K. and, Westminster College, London, U.K. Holding an M.B.A. degree fro...”
In Business Since 2011
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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Steinberg Financial

Steinberg Financial

“In an age where automation is overtaking humanization, financial services can sometimes feel a bit impersonal. At Steinberg Financial, we believe in the importance of cultivating long-lasting and authentic relationships with the people we serve. We a...”
In Business Since 2006
Family Business
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.

Why these companies made our list

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