Kenosha County, WI Financial Advisors and Resources



Financial Advisor Firms in Kenosha County, WI


COORDINATED CAPITAL SECURITIES, INC.

Website

(262) 551-8900

2315 30th Avenue
Greg Schaeffer
Kenosha, WI 53144

SEC#: 801-111070
Years in Business: 4 years

JOHNSON WEALTH INC.

Website

(262) 697-7261

7401 144th Avenue

Kenosha, WI 53142

SEC#: 801-61862
Years in Business: 18 years


How Retirement-Friendly is Kenosha County, WI?

  • Population: 168,524
  • % of Population 62 Years and Over: 17.4%
  • Average Home Value: $185,100
  • Average Monthly Housing Cost: $1,063
  • Average Household Income: $82,435
  • Wisconsin Total Tax Burden: 8.89% (17th Highest in U.S.)
  • Wisconsin Property Tax: 3.25% (16th Highest in U.S.)
  • Wisconsin Individual Income Tax: 2.72% (13th Highest in U.S.)
  • Wisconsin Sales and Excise Tax: 2.92% (13th Lowest in U.S.)


Kenosha County, WI Financial Advisor FAQs

Some questions to think about when selecting a financial advisor are how transparent is the person, what type of qualifications does he or she have, and what has the person's track record been like with previous clients. It is also important to find an advisor you can communicate well with.
Having an expert with knowledge about the stock market, bonds, commodities, fixed income investments, and retirement programs can provide you with several options that may suit your needs better than others would have been able to offer on their own.
Financial advisors typically address financial issues and questions related to long-term savings, investing for retirement, tax advice with home ownership and asset management.
What are my all-in costs? In addition to your advisor's professional fee, many other fees can come from your investments and possibly other services he/she may offer. Make sure to get a vivid description of this one.