Racine County, WI Financial Advisors and Resources



Financial Advisor Firms in Racine County, WI


UNIPLAN REAL ESTATE ADVISORS, INC.

Website

(262) 534-3000

22939 West Overson Road

Union Grove, WI 53182

SEC#: 801-24133
Years in Business: 36 years

UNIPLAN INVESTMENT COUNSEL, INC.

Website

(262) 534-3000

22939 West Overson Road

Union Grove, WI 53182

SEC#: 801-71802
Years in Business: 11 years


How Retirement-Friendly is Racine County, WI?

  • Population: 195,602
  • % of Population 62 Years and Over: 19.8%
  • Average Home Value: $182,700
  • Average Monthly Housing Cost: $991
  • Average Household Income: $79,552
  • 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.)


Racine County, WI Financial Advisor FAQs

The best place to start is with the Institute of Certified Financial Planners if you are in the U.S. The Institute of Certified Financial Planners is an unbiased membership organization for American financial planners who take pride in their professionalism, ethics and continuing education.
Yes. The services they provide often vary depending on the education level and regulatory body overseeing them but typically consist of providing personal advice, career advice, estate planning advice, risk management advice, retirement planning advice or other specific expertise relating specifically to money matters.
A financial advisor helps you plan your personal finances such as retirement or education. They can also help with wealth management or tax planning (among many other things).
Get a good discussion about the specific services they offer. This will likewise help you see what the potential financial advisor is particularly good at.