Best Financial Advisors in Racine County, WI

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List of Firms

Racine County, WI Fiduciary Financial Advisors

Financial Service Group Inc
SEC File# 801-41991
CRD# 107893
5 out of 5
Location 4812 Northwestern Ave, Mt Pleasant, WI 53406, USA
Phone (262) 554-4500
Baird Financial Advisors (Racine Office)
5 out of 5
Location 1 Main St UNIT 300, Racine, WI 53403, USA
Phone (262) 631-5000
Financial Advisors | U.S. Bancorp Investments
Location 4701 Washington Ave, Racine, WI 53406, USA
Phone (262) 638-8004
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 4445 Taylor Ave A, Racine, WI 53405, USA
Riley and Lowe Financial Solutions
5 out of 5
Location 1131 Prairie Dr #300, Mt Pleasant, WI 53406, USA
Phone (262) 884-8080
SEC File# 801-10746
CRD# 793
5 out of 5
Location 5439 Durand Ave #240, Racine, WI 53406, USA
Phone (262) 554-4660
Thrivent Financial
SEC File# 801-60701
CRD# 115785
Location 1131 Prairie Dr, Racine, WI 53406, USA
Phone (262) 884-8890
Edward Jones - Financial Advisor: Michael McKinney, CRPC™
5 out of 5
Location 6233 Bankers Rd Suite 10, Mt Pleasant, WI 53403, USA
Phone (262) 554-7187
Dan Sinnen - Thrivent
Location 4000 Spring St, Racine, WI 53405, USA
Phone (262) 884-8890
J. Nelson Financial Services / Modern Woodmen - Jonathan Nelson
Location 829 S Green Bay Rd Suite 104, Racine, WI 53406, USA
Phone (262) 221-8299
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 6005 Durand Ave, Racine, WI 53406, USA
Phone (262) 554-4558
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 1700 Dr Martin Luther King Dr, Racine, WI 53404, USA
Phone (262) 637-4401
Edward Jones - Financial Advisor: Christina Zalapi
Location 1018 Main St, Union Grove, WI 53182, USA
Phone (262) 878-0977
Edward Jones - Financial Advisor: Tim Martens
5 out of 5
Location 121 Wolf Run #4, Mukwonago, WI 53149, USA
Phone (262) 363-0686
Johnson Financial Group
SEC File# 801-79223
CRD# 125101
5 out of 5
Location 5901 Durand Ave, Racine, WI 53406, USA
Phone (262) 554-6500
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: 9:00 AM – 12:00 PM Sunday: Closed
Edward Jones - Financial Advisor: David Besenhofer
Location 4360 67th Dr, Union Grove, WI 53182, USA
Phone (262) 558-4303
Edward Jones - Financial Advisor: Mark D Berghuis, CFP®|AAMS™|CRPC™
5 out of 5
Location 2324 18th St e, Kenosha, WI 53140, USA
Phone (262) 551-8089
Pioneer Financial Group
3 out of 5
Location 542 WI-38, Racine, WI 53402, USA
Phone (888) 638-0561
CLA (CliftonLarsonAllen)
Location 1 Main St Suite 202, Racine, WI 53403, USA
Phone (262) 637-9351
Michael Morrone - Financial Advisor, Ameriprise Financial Services, LLC
Location 5027 Green Bay Rd Ste 106, Kenosha, WI 53144, USA
Phone (262) 656-3006
Financial Advisors in Racine County, WI

Where Certified Financial Advisors in Racine County, WI Serve

Racine County is located in southeastern Wisconsin, just south of Milwaukee County. The county is home to the city of Racine, as well as the towns of Burlington, Caledonia, Mount Pleasant, and Sturtevant. Some of the county's landmarks include the Racine Zoo, the Kenosha Civil War Museum, and the Mount Pleasant Speedway. Racine County's top employers are Johnson Controls, Modine Manufacturing, and Jockey International. Major highways and streets in Racine County include I-94, US-41, and WI-32. Neighborhoods in Racine County include Wind Point, Franklin Heights, and Yorkville.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks can provide a wide range of services to Racine County, WI residents. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks can also provide other financial products and services such as investment advice, insurance products, and estate planning. Residents of Racine County can benefit from the convenience and security that banks offer.

Insurance Broker

Racine County, WI residents can get help from insurance brokers when it comes to their health insurance needs. Brokers can help people find the best policies for their needs and budget, and they can also answer any questions that people have about their coverage. In addition, brokers can help people file claims and navigate the complex insurance system. Residents of Racine County should consider working with an insurance broker to get the best possible care for themselves and their families.

Retirement Planning

Racine County, WI is home to many retirees who are looking for help with their retirement planning. Financial advisors can provide the expertise and guidance that retirees need to make sound financial decisions. Advisors can help retirees assess their current financial situation, set realistic goals, and create a plan that will allow them to retire comfortably. Retirees in Racine County can benefit from the knowledge and experience of financial advisors, and they can rest assured knowing that their money is in good hands.

Wealth Management

Racine County, WI residents can benefit from wealth management in a number of ways. One of the most important is that it can help you make the most of your money. A good wealth manager will work with you to create a plan that meets your specific needs and goals. They can help you save for retirement, invest for the future, and protect your assets. Wealth management can also help you simplify your financial life. You will have one point of contact who can help you manage all your finances, including investment portfolios, banking, insurance, and estate planning. This can save you time and money in the long run. Finally, wealth management can provide peace of mind. Knowing that you have a solid financial plan in place gives you confidence to face whatever the future may bring.

Estate Planning Lawyer

Estate planning lawyers can help Racine County, WI residents with a variety of tasks. These may include creating or amending a will, setting up trusts, and taking care of other legal matters related to estate planning. Estate planning is important for everyone, but it is especially crucial for those who have children or other dependents. A good estate planner can help ensure that your loved ones are taken care of after you die. If you live in Racine County, WI and need assistance with estate planning, please contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Racine County, WI can help residents get the best deals on mortgages. They can also help residents find the best rates and terms for their mortgage. In addition, mortgage loan officers can help residents understand the process of getting a mortgage and how to choose the right one for them.

Tax Services

Residents of Racine County, WI can benefit from the help of tax accountants in order to ensure that they are getting the most out of their tax returns. Tax accountants have the expertise and knowledge necessary to help residents navigate through the complex tax code and find all of the deductions and credits to which they are entitled. In addition, tax accountants can help residents plan for their future tax liabilities, ensuring that they are able to pay what they owe without undue stress.


FAQs About Personal Financial Advisors in Racine County, WI