2026
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LicensingUser ReviewsMystery Shopping CallsOur goal is to connect people with the best local professionals. We scored Kenosha financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.
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Hilltop Financial Advisors is an investment management adviser serving clients in the Kenosha metro. It assists individuals and families in achieving financial goals by creating strategies in financial and retirement planning and investment management. It also provides advisory services for student loan repayment options, setting up a monthly budget, 401(k) analysis, and college savings planning. Owner Erik Kroll is a Certified Financial Planner. He is also a member of the National Association of Personal Financial Advisors.
FORM Wealth Advisors is a financial planning firm that has been serving Kenosha and the surrounding areas since 2001. Its life services implement and coordinate financial planning points for seven different areas, including lifestyle, insurance, money, investments, taxes, retirement, and estate. It also provides life formation services, which include insurance solutions, investment strategies, and retirement planning. FORM Wealth Advisors was named in Forbes' 2021 Best-In-State Wealth Advisors for Wisconsin and Barron's 2021 Top 1,200 Financial Advisors.
(4)The Schaeffer Financial Group, LLC, helps individuals stretch their household income, plan for retirement, and save for their children's college. With the motto “We’re There When Life Happens,” the Kenosha firm works with its clients in creating investment and insurance plans that cover unexpected life events and secure a future for their families. Gregory Schaeffer has been in the finance industry since 1974. His clientele includes retirees, pre-retirees, and business owners. Schaeffer is a life and qualifying member of the Million Dollar Round Table.
Oak Wealth Advisors provides financial planning to the Kenosha metro. The services it offers include cash flow planning, risk management, wealth transfer, compensation and benefits planning, charitable gift planning, and retirement planning. The firm follows six implementation guidelines that include reducing investment expenses, minimizing taxes and turnover, maintaining investment discipline, and thinking long-term. Michael C. Walther II, its president and managing member, is a Certified Financial Planner who founded the firm to provide independent planning to families with members with special needs.
(1)Spectrum Wealth Advisors provides a variety of financial planning services for clients in Kenosha. Its team of professionals strives to provide tailored plans for the best interests and goals of clients. In addition to wealth management and tax preparation, the firm also handles business services such as accounting, consulting, and succession planning. It was founded in 2014 by CPA Aaron Young and his father, Jamie. They have over 35 years of collective experience in the industry.
Financial Advisors Inc. serves people throughout Kenosha. It offers financial planning, business services, and tax and accounting assistance. The company was established in 1983 by Irene Vilona-LaBonne, who completed her financial planning course and certification in 1986. She holds multiple licenses, including security licenses Series 7 and 63, along with life, health, disability, and long-term care licenses. Her son, Scott Vilona, joined the firm in 2008 as its in-house CPA. Scott holds a master's degree in business administration and is a member of the AICPA.
Founded in 2005, Jordan Financial Life Planning provides investment advisory services, including portfolio management, to clients in Kenosha. The company helps clients design a financial framework suitable for their life circumstances and future financial goals. David Jordan, founder, and financial planner, assists clients in cash flow management, insurance analysis, college education planning, retirement accumulation and distribution, and estate planning. He is a member of the Financial Planning Association and has 24 years of financial services experience.
Paying your mortgage in advance or opting for biweekly payments can lower your long-term interest costs in Kenosha. Biweekly mortgages involve paying half of your regular monthly amount every two weeks, not the full sum once a month. For instance, the biweekly payment would be $500 every two weeks if your monthly mortgage payment is $1,000. Adhering to the biweekly schedule results in an additional monthly payment per year, reducing interest paid by applying payments to the principal debt more regularly.
Employees in Kenosha who make at least $750 (in 2023) each year (adjusted for inflation), are at least 21 years old, and have worked for the employer for three of the five years before the contribution year are eligible to participate in SEP. Employers may choose less stringent eligibility requirements, but they must be applied equally to all workers.
In Kenosha, qualified annuities obtained through retirement plans or IRAs are fully taxed at ordinary income rates without additional tax advantages. Annuities purchased with after-tax money are taxed only on the earnings when withdrawn. A Last In, First Out (LIFO) basis is used to tax non-qualified annuities purchased after August 13, 1982. The first amount taken out during withdrawals is the accumulated interest, which is subject to ordinary income tax. Once the interest is paid, the initial investment amount is distributed tax-free.
When you open your HSA in Kenosha, you will designate a beneficiary. The account will immediately convert to your spouse's HSA if he or she is listed as the beneficiary. However, if the beneficiary is someone other than your spouse, the account will no longer be considered an HSA from the date of your passing. In the absence of a beneficiary designation, the money in your HSA will be directed to your estate.
Various savings account options are available in Kenosha, including:
