Best Financial Advisors in Rock County, WI

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List of Firms

Rock County, WI Fiduciary Financial Advisors

Maybee Advisory Group, LLC
Location 2525 Milton Ave #216, Janesville, WI 53545, USA
Phone (608) 751-9505
Guist Wealth Advisors, Inc.
Location 14 S Jackson St #100, Janesville, WI 53548, USA
Phone (608) 371-9959
Edward Jones - Financial Advisor: Lonnie M Klecker, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4465 Milton Ave Ste 101, Janesville, WI 53546, USA
Phone (608) 757-1848
Financial Advisors in Rock County, WI

Where Certified Financial Advisors in Rock County, WI Serve

Rock County, WI is a vibrant and bustling region located in the southern part of the state. This area is home to a variety of landmarks, including the stunning Rotary Botanical Gardens, the historic Lincoln-Tallman House, and the beautiful Rock River. With top employers like Mercyhealth, Beloit Health System, and Kerry Group, the economy here is thriving. Major highways and streets, such as I-90, US-14, and WI-11, offer easy access to neighboring cities and towns. There are also many diverse neighborhoods in Rock County, from the charming downtown areas of Janesville and Beloit to the peaceful suburbs of Milton and Edgerton. Whether you're a resident or a visitor, there's always something new and exciting to discover in Rock County.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Rock County, WI can benefit greatly from the services of a financial advisor. With a population of over 160,000 people, many individuals and families in the county may struggle with managing their finances effectively. A financial advisor can provide guidance on creating a budget, saving for retirement, and investing in the local economy. Rock County is home to several large employers, including General Motors and Mercyhealth, which can provide stable employment opportunities for residents. A financial advisor can help individuals navigate their employee benefits and make informed decisions about their retirement plans. Additionally, Rock County has a diverse population, including many small business owners and farmers. A financial advisor can assist these individuals with managing their business finances, creating a succession plan, and navigating complex tax laws. Overall, a financial advisor can provide valuable support to residents of Rock County, helping them achieve their financial goals and build a secure future.

Insurance Broker

Residents of Rock County, WI can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents find the most suitable insurance coverage for their unique needs, whether it be for their home, car, or health. This is especially important in Rock County, where severe weather conditions such as tornadoes and heavy snowfall can cause damage to homes and vehicles. Additionally, an insurance broker can assist residents in navigating the complex world of insurance policies, helping them to understand the terms and conditions of their coverage. In a county with a diverse population, an insurance broker can also provide personalized advice and support to non-native English speakers or those with specific cultural needs. Overall, an insurance broker can help Rock County residents feel more secure and protected in their daily lives.

Retirement Planning

Residents of Rock County, WI can benefit greatly from the services of a retirement planner. With an aging population and a high poverty rate, many individuals in Rock County may not have the knowledge or resources to adequately plan for their retirement. A retirement planner can help residents assess their current financial situation and develop a personalized plan to achieve their retirement goals. This may include strategies for saving and investing, managing debt, and maximizing social security benefits. Additionally, a retirement planner can provide guidance on healthcare costs and long-term care options, which can be especially important in a county with a large elderly population. By working with a retirement planner, residents of Rock County can feel more secure and confident in their financial future.

Wealth Management

Residents of Rock County, WI could benefit greatly from the services of a wealth manager. One specific way a wealth manager could assist is by helping individuals and families plan for retirement. Rock County has an aging population, with over 16% of residents aged 65 or older. Many of these individuals may not have adequate retirement savings and could benefit from professional guidance on how to maximize their savings and investments. A wealth manager could also help residents navigate the complexities of estate planning, ensuring that their assets are protected and distributed according to their wishes. Overall, a wealth manager could provide invaluable support and guidance to residents of Rock County, helping them achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Rock County, WI can benefit greatly from the services of a mortgage loan officer. With the county's population steadily increasing, many individuals and families are looking to purchase homes or refinance their current mortgages. A knowledgeable loan officer can help guide residents through the complex process of securing a mortgage, ensuring they receive the best rates and terms possible. Additionally, Rock County has a diverse housing market, with everything from historic homes in Janesville to newer developments in Beloit. A skilled loan officer can help residents navigate this variety of options and find the perfect home for their needs and budget.

Tax Services

Residents of Rock County, WI can benefit greatly from the advice and guidance of a tax advisor. With the constantly changing tax laws and regulations, it can be difficult for individuals to keep up with the latest updates and make informed decisions regarding their finances. A tax advisor can help residents of Rock County navigate the complex tax system and identify opportunities to minimize their tax liability. For example, Rock County has a large agricultural industry, and a tax advisor can provide valuable insights into the tax implications of farming operations and help farmers take advantage of available tax breaks. Additionally, a tax advisor can assist with tax planning strategies, such as retirement planning and estate planning, to ensure that residents are prepared for the future and can achieve their financial goals.

Estate Planning Lawyer

Residents of Rock County, WI can benefit from the expertise of an estate planning lawyer in many ways. One of the most common ways is by creating a comprehensive plan to protect their assets and ensure their wishes are carried out after they pass away. This is especially important in Rock County, where there is a high percentage of family-owned farms and businesses. An estate planning lawyer can help these families develop a succession plan to ensure the smooth transfer of ownership and avoid potential disputes among family members. Additionally, an estate planning lawyer can assist with creating a plan for long-term care, including Medicaid planning and the use of trusts to protect assets from nursing home costs. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind for residents of Rock County, WI.


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