Wealth Management in Racine County, WI

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List of Firms

Racine County, WI Wealth Management Firms

Johnson Keland Management
Location 555 Main St #500, Racine, WI 53403, USA
Phone (262) 664-7600
Kelly Banner - Thrivent
Location 6121 Green Bay Rd STE 205, Kenosha, WI 53142, USA
Phone (262) 656-1710
Porasik & Yde Wealth Management of Raymond James
Location 245 Main St, Racine, WI 53403, USA
Phone (262) 417-9410
Baird Financial Advisors (Racine Office)
5 out of 5
Location 1 Main St UNIT 300, Racine, WI 53403, USA
Phone (262) 631-5000
Kevin Christensen - Thrivent
Location 4000 Spring St, Racine, WI 53405, USA
Phone (262) 884-8890
AJH Wealth Management
Location 13890 Bishops Dr #405, Brookfield, WI 53005, USA
Phone (414) 763-3867
Wintrust Wealth Management
Location 5005 Washington Ave, Racine, WI 53406, USA
Phone (262) 767-3236
SEC File# 801-57434
CRD# 11025
Location 601 Lake Ave Suite 100, Racine, WI 53403, USA
Phone (262) 633-8233
Kim Vogel - Thrivent
3 out of 5
Location 6121 Green Bay Rd STE 205, Kenosha, WI 53142, USA
Phone (262) 656-1710
Northwestern Mutual Financial: Campagna Darin E
Location 8328 Corporate Dr, Mt Pleasant, WI 53406, USA
Phone (262) 886-4664
Edward Jones - Financial Advisor: Daniel J Pascucci, AAMS™
5 out of 5
Location 4901 60th St, Kenosha, WI 53144, USA
Phone (262) 652-2968
Northwestern Mutual Wealth Management Company: Brian P Dix
Location 100 E Wisconsin Ave #2300, Milwaukee, WI 53202, USA
Phone (414) 615-1819
Summit Investment Management, LTD
Location 5005 W Loomis Rd Suite 200, Milwaukee, WI 53220, USA
Phone (414) 291-4488
Wealth Management in Racine County, WI

Where Wealth Management Advisors in Racine County, WI Serve

Racine County, located in southeastern Wisconsin, is a vibrant and diverse community that boasts a rich history and a promising future. From the stunning Lake Michigan shoreline to the rolling hills of the Kettle Moraine, Racine County is home to a variety of natural landmarks that are sure to take your breath away. The county is also home to several top employers, including SC Johnson, InSinkErator, and CNH Industrial, which provide thousands of jobs to local residents. Major highways and streets, such as I-94, Highway 20, and Highway 32, make it easy to navigate the county's many neighborhoods, each with its own unique character and charm. From the historic homes of downtown Racine to the peaceful suburbs of Mount Pleasant and Caledonia, Racine County offers something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Racine County, WI can benefit from a bank in many ways. For instance, a bank can help residents with their financial needs, such as opening a checking or savings account, applying for a loan, or getting a credit card. Additionally, banks in Racine County can offer financial education programs to help residents manage their finances better. This is especially important for residents of Racine County, as the county has a diverse population, with different financial needs and backgrounds. Furthermore, banks can help local businesses in Racine County by providing them with loans and other financial services. This can help the local economy grow and create more job opportunities for residents. Overall, a bank can be a valuable resource for residents of Racine County, WI, providing them with financial support and guidance to help them achieve their financial goals.

Insurance Broker

Residents of Racine County, WI can benefit greatly from the services of an insurance broker. With the county's diverse population and varying needs, an insurance broker can help individuals and families find the right insurance coverage for their unique situations. Whether it's finding affordable health insurance for a family of four or securing comprehensive auto insurance for a resident who commutes to work in nearby Milwaukee, an insurance broker can offer personalized advice and guidance. Additionally, with Racine County's location on the shores of Lake Michigan, residents may need specialized coverage for flood or water damage. An insurance broker can help navigate the complexities of these policies and ensure that residents are fully protected. Overall, an insurance broker can provide peace of mind and financial security for residents of Racine County, WI.

Retirement Planning

Residents of Racine County, WI can benefit greatly from the expertise of a retirement planner. With the county's population of over 195,000 people, it's important to have a solid retirement plan in place to ensure financial stability in the future. A retirement planner can assist with a variety of tasks, such as assessing current financial situations, creating a personalized retirement plan, and providing advice on investment options. Additionally, with Racine County's diverse economy, including manufacturing, healthcare, and agriculture, a retirement planner can offer specific advice tailored to each individual's unique circumstances. By working with a retirement planner, residents of Racine County can feel confident in their financial future and enjoy their retirement years to the fullest.

Financial Advisor

Residents of Racine County, WI can benefit from the services of a financial advisor in numerous ways. One of the most common ways is by helping them plan for their future retirement. With the county's population aging rapidly, it is essential for individuals to have a solid financial plan in place to ensure they can maintain their standard of living in retirement. Furthermore, a financial advisor can assist residents in navigating the complex tax laws in Wisconsin, which can be particularly challenging given the state's high property taxes. Additionally, a financial advisor can help residents with investment strategies that are tailored to their specific needs and goals, taking into account the unique economic conditions of Racine County, which is a mix of urban and rural areas. Overall, a financial advisor can provide residents with the expertise and guidance they need to make informed financial decisions and achieve long-term financial security.

Mortgage Loan Officer

Residents of Racine County, WI can benefit from the expertise of a mortgage loan officer in various ways. With the county's population of over 195,000 people, many individuals are looking to purchase or refinance a home. A mortgage loan officer can assist residents by providing guidance on the different types of mortgages available, such as fixed-rate or adjustable-rate mortgages, and help them choose the best option based on their financial situation. Additionally, Racine County has a diverse housing market, with a mix of historic homes and new construction. A mortgage loan officer can help residents navigate this market and find a home that fits their budget and needs. Moreover, Racine County is home to several large employers, including SC Johnson and Twin Disc. A mortgage loan officer can help residents who work for these companies and others secure financing through specialized programs, such as employer-assisted housing programs. Overall, a mortgage loan officer can be a valuable resource for residents of Racine County, WI looking to achieve their homeownership goals.

Tax Services

Residents of Racine County, WI can greatly benefit from the expertise of a tax advisor. With the county's diverse economy, which includes manufacturing, healthcare, and tourism industries, residents may have complex tax situations that require professional guidance. For example, those who work in manufacturing may be eligible for tax credits related to research and development, while healthcare workers may have unique deductions related to continuing education and licensure fees. Additionally, Racine County is home to several popular tourist attractions, such as the Racine Zoo and Wind Point Lighthouse, which may impact residents' tax liabilities if they own rental properties or operate small businesses in the tourism industry. A tax advisor can help residents navigate these complexities and ensure they are taking advantage of all available deductions and credits, ultimately maximizing their tax savings.

Estate Planning Lawyer

Residents of Racine County, WI can benefit from an estate planning lawyer in a variety of ways. One specific way is by helping them navigate the complexities of Wisconsin's inheritance tax laws, which can be particularly confusing for those who are not familiar with the state's unique tax code. Additionally, an estate planning lawyer can assist residents in creating a comprehensive plan for the distribution of their assets upon their passing, taking into account factors such as family dynamics and potential tax implications. They can also help residents set up trusts or other legal mechanisms to protect their assets and ensure that their wishes are carried out after they are gone. With the help of an experienced estate planning lawyer, residents of Racine County can have peace of mind knowing that their affairs are in order and that their loved ones will be taken care of according to their wishes.


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