Rock County, WI Financial Advisors and Resources



Financial Advisor Firms in Rock County, WI


WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(608) 676-2236

308A Ogden Avenue

Clinton, WI 53525

SEC#: 801-60749
Years in Business: 19 years

RMR WEALTH ADVISORS LLC

Website

(608) 884-9622

102 N. Main Street

Edgerton, WI 53534

SEC#: 801-70487
Years in Business: 12 years


How Retirement-Friendly is Rock County, WI?

  • Population: 162,152
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $149,200
  • Average Monthly Housing Cost: $915
  • Average Household Income: $70,944
  • 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.)


Rock County, WI Financial Advisor FAQs

Consider someone who is certified by at least one professional association such as Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Registered Investment Advisor (RIA).
Talking with someone who is knowledgeable about the field will save time and make you feel more confident about your decisions.
Financial advisors combine the knowledge and skills that they've gained over years as accountants, investment bankers, or economists to help people work towards their financial goals.
Have them discuss what their investment philosophy is. You have to make sure you and the potential financial advisor are on the same page when it comes to handling investments.