Expertise.com

2024

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Best Financial Advisors in Janesville

Our Recommended Top 20

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Janesville Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

34Reviewed

28Curated

20Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Janesville, WI
Free Consultation

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Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Janesville, WI

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Why choose this provider?

Need help contacting a Financial Advisor in Janesville? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

101 E Milwaukee St, Suite 428, Janesville, WI 53545
WebsiteLicense: 4799539

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Review Sources

Google
5.0 (19)

Why choose this provider?

kf. Wealth Management serves Janesville business owners, families, and professionals. It offers financial planning services, including investment, retirement, education, and estate planning. It caters to retirees and those who plan to retire in five years, helping them achieve financial independence for a comfortable retirement. The company offers insurance products, such as life, and disability income insurance, from Northwestern Mutual. Wealth management advisor Matthew Krueger is a Chartered Life Underwriter. He has received the Quality Award from the National Association of Insurance and Financial Advisors.

  • Certified Financial Planner (CFP)

1215 Suffolk Drive Unit 100, Janesville, WI 53546
WebsiteLicense: 290105

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Why choose this provider?

Uncommon Cents Investing is a locally owned financial advisory firm in Janesville that handles the needs of local residents. The firm provides clients with comprehensive financial services, which include retirement planning and investment management. Its solutions include understanding its clients' needs, providing consultations on different aspects of their financial lives, developing and managing their custom portfolios, and offering them 24/7 access to their accounts. Uncommon Cents Investing has more than four decades of experience assisting clients in enhancing their financial lives through its services.

  • Certified Financial Planner (CFP)

6870 Rote Road Suite 101, Rockford, IL 61107

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Review Sources

Google
5.0 (1)

Why choose this provider?

Focus Financial Advisors is an independently owned firm that serves the Janesville metro and its nearby communities. It assists clients with their financial concerns by providing numerous services that are customizable to better fit their specific needs. It offers asset allocation, investment management, savings and cash flow analysis, and risk reduction. In addition, small business, estate, retirement, and tax planning services are also available. Focus Financial Advisors has been in operation for more than 35 years.

  • Estate Planning
  • Retirement Planning

116 Janesville Street, Oregon, WI 53575
WebsiteLicense: 5157074

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Review Sources

Google
5.0 (6)
Facebook
5.0 (2)

Why choose this provider?

Cutler Financial Group, Inc. serves clients in Janesville and the surrounding areas. This firm offers a variety of financial advisory services, including investment management, retirement planning, and asset allocation. It also provides services for alternative investments, life and long-term care insurance, and annuities planning. The company's CEO, Levi D. Cutler, is a Certified Financial Planner and an Accredited Investment Fiduciary. He has been working in the financial advisory industry for more than 15 years.

  • Retirement Planning

400 Interlake Drive, Ste 200, Madison, WI 53716
WebsiteLicense: 151173

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Why choose this provider?

RMR Wealth Advisors offers consulting, management, and planning services for wealth, retirement, family finances, and businesses, catering to entrepreneurs, professionals, and affluent residents of Janesville. This independently owned and operated financial advisory firm is staffed by two Certified Financial Planners and a Chartered Financial Analyst who work closely with clients to understand their unique situations and create custom financial plans that meet their needs and goals. RMR Wealth Advisors brings over 70 years of collective industry experience.

  • Certified Financial Planner (CFP)

37 Milwaukee Ave E PO Box 368, Fort Atkinson, WI 53538
WebsiteLicense: 155344

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Review Sources

Google
5.0 (44)
Facebook
5.0 (3)

Why choose this provider?

Since 1974, Financial Impact Advisors has been assisting individuals in Janesville. The company conducts financial assessment, social security analysis, risk management planning, and business valuation to assist its clients in their pursuit of true wealth. It helps with retirement planning by reviewing a jobholder's contributions and adjusting asset allocations as needed. Financial Impact Advisors has received the Icons & Innovators award from InvestmentNews. Other services include estate planning, such as the creation of a will or trust, as well as credit protection.

  • Certified Financial Planner (CFP)

8437 Northern Avenue, Rockford, IL 61107

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Review Sources

Google
5.0 (2)

Why choose this provider?

Bates Financial Group, Inc. has been serving communities like Janesville for over 50 years. Its team of advisors, which includes trust officers, insurance professionals, attorneys, and accountants, provides solutions to meet the goals of each customer. The service professionals design a long-term projection of retirement funds, provide tax-advantaged wealth transfer solutions, and assist in the prevention of legal asset claims. They also provide business guidance on how to arrange ownership and make the most of the purchase of life insurance to pay off business loans.

  • Certified Financial Planner (CFP)

604 Pleasant St., Beloit, WI 53511
WebsiteLicense: 860318

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Why choose this provider?

Life Circle is a firm that serves clients in Janesville. It provides financial planning and investment management services to help people lead the life they want and manage their wealth. Its six-step process involves crafting its clients' visions for the future and identifying challenges, taking detailed assessments of their financial situations, drafting plans, making recommendations to achieve their goals, providing the tools to implement their objectives, and reviewing to update plans as needed. Life Circle president Prudence A. Harker is a Certified Financial Planning professional.

  • Retirement Planning

431 Geneva National Ave.,, South Lake Geneva, WI 53147

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Review Sources

Google
5.0 (1)

Why choose this provider?

FORM Wealth Advisors provides risk management solutions in Janesville and nearby areas. It helps individuals, families, and business owners obtain financial security through its tax, investment, and estate planning services. The company also creates retirement and insurance plans tailored to clients' lifestyles and financial goals. In addition, its specialists handle wealth management matters. CEO and founding partner Tyson Ray has been in the industry for over 20 years. He holds CFP, CIMA and CExP designations.

  • Certified Financial Planner (CFP)
  • Retirement Planning

33 E. Racine St, Janesville, WI 53545
WebsiteLicense: 2725476

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Why choose this provider?

Chad J. Karl is a veteran-owned business with offices in Janesville and Elkhorn. The independent wealth management firm offers financial planning services for pre-retirees and retirees. Its in-house real estate agent and accountant help clients manage large assets and prepare taxes. Its team also advises young professionals and families on matters concerning investments, insurance, taxes, and estates. Company namesake Chad J. Karl is a CFP with more than 25 years of trade experience. He has a background in economics and finance.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

3418 Monroe Street, Madison, WI 53711
WebsiteLicense: 160109

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Review Sources

Google
5.0 (17)

Why choose this provider?

Walkner Condon is an SEC-registered independent financial advisory firm that serves the Janesville metro and surrounding areas. Since 2012, it has been helping hard-working and successful individuals face their financial futures with confidence and clarity by offering personalized wealth management, custom investment management, and financial planning solutions. The firm is co-managed by Clint Walkner, who has been a financial advisor since 2001. He holds a bachelor's degree in Business Administration majoring in Accounting and Marketing.

  • Tax Planning

1 Parker Place Suite 495, Janesville, WI 53545
WebsiteLicense: 298904

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Why choose this provider?

FSM Wealth, a team of financial professionals, has been serving Janesville and nearby areas since 1985. To help individuals reach their goals at different life stages, it conducts an in-depth financial profile assessment and creates a plan based on savings and investments. Its advisors, who hold the CFP, AIF, CLU, and AAMS designations, also use risk management and education, succession, retirement, and estate planning techniques. FSM Wealth volunteers for the MDRT Foundation and Habitat for Humanity.

  • Certified Financial Planner (CFP)

N19W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188
WebsiteLicense: 109721

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Why choose this provider?

IAG Wealth Partners serves Janesville retirees, business owners, families, and professionals. The independent wealth management group offers investment, insurance, and income management and succession, retirement, and estate planning. Its comprehensive approach helps clients grow their wealth even in retirement, so they have a legacy to pass on to their families' next generations. IAG Wealth Partners has been operating for 30 years. Founder Lori A. Watt is a Certified Financial Planner. She has been included in Forbes' Top Women Wealth Advisors for 2021 and Best in State for 2022.

  • Certified Financial Planner (CFP)

545 Village Walk Lane, Suite C, Johnson Creek, WI 53038
WebsiteLicense: 117475

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Why choose this provider?

Family Wealth Advisors is a full-service financial services firm serving Janesville and its surrounding communities. It offers a wide range of financial products and services for individuals and families, including wealth management, mutual funds, traditional brokerage strategies, fixed-income investments, and life and long-term care insurance. Programs are available for different financial needs such as retirement, estate, and Medicare. The firm's president, Jeffrey J. Biro, is a Certified Estate Planner and a Registered Financial Consultant who has helped more than 5,000 families since 1982.

  • Certified Financial Planner (CFP)

2924 Marketplace Drive, Suite 100, Fitchburg, WI 53719
WebsiteLicense: 2042238

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Why choose this provider?

Remagiment Advisors caters to the financial planning needs of families and entrepreneurs in Janesville. Its team members assist clients in achieving goals like sustainable income and asset preservation. They create plans and find solutions for their retirement, estate, and charitable giving concerns. They build wealth preservation plans for multiple generations of families, including children's education and risk management. The team also works with women in implementing gender-specific financial strategies. Team member Andy Davis holds CFP, AAMS, and APMA certifications.

  • Certified Financial Planner (CFP)

3618 Ridge Drive #150, Janesville, WI 53548
WebsiteLicense: 122758

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Why choose this provider?

Retirement Plan Advisors serves the locals, specifically the public sector, in and around the Janesville metro. This independent advisor provides plan design, onsite employee education, and investment advisory solutions. It assists in delivering a comprehensive, full-service approach to employers meeting their fiduciary obligations and to employees who want to take advantage of their retirement plan. Retirement Plan Advisors was established in 2000 as a response to the declining face-to-face client interactions. Joshua Schwartz heads the firm and leads the health care funding offerings.

  • Retirement Planning

550 Science Drive, Madison, WI 53711
WebsiteLicense: 110297

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Why choose this provider?

Madison Investments has been serving residents of Janesville since 1974. Its team members offer strategies on a variety of investments to help clients manage their wealth. They advise on fixed income assets, demonstrating tax efficiency and corporate governance strategies. The team also manages equity, multiple assets, and insurance plans on a local and international scale. Rich Eisinger, one of the principals, has been in the industry since 1994. He is the co-head of the investments department and a member of the board of directors.

  • Certified Financial Planner (CFP)

One Parker Place, Suite 105, Janesville, WI 53545
WebsiteLicense: 5566294

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Review Sources

Google
5.0 (8)

Why choose this provider?

John A Locke III is a financial consultant with Cornerstone Wealth Services, assisting individuals and families in Janesville. He offers offensive and defensive financial planning solutions for retirement, long-term care, taxation, Social Security, and legacy. He assists with risk management policies for life, cyber liability, and personal articles. His office also provides investment management services that reflect the risk tolerance of each client. John has received the Certified Financial Planner designation and is a CLU professional.

  • Certified Financial Planner (CFP)

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Which individuals in Janesville are likely to see the greatest benefits from using an asset allocation strategy?

    Asset allocation plays a pivotal role for individuals in Janesville who seek to maximize potential profits within a given risk parameter. This approach tactically distributes investments among varied asset categories, encompassing equities, bonds, liquid assets, and property, considering risk acceptance and investment targets. Although it doesn't offer complete protection from losses, it does offer a framework to mitigate investment risk.

  • What should individuals in Janesville know about cash alternatives like money market funds?

    For Janesville residents considering cash alternatives such as money market funds, it's critical to remember these aren't insured or guaranteed by any government agency like the Federal Deposit Insurance Corporation. While they're designed to keep the investment value at $1.00 per share, the potential for loss remains. Hence, investors should thoroughly assess the risk before investing.

  • What are the components of an effective financial plan for residents in Janesville?

    A comprehensive financial plan for Janesville residents encompasses more than mere future savings. It starts with understanding individual goals, then strategically combines growth and protection strategies. The plan typically includes wealth accumulation methods and risk mitigation tactics structured for utmost efficiency. This personalized approach, often crafted with the assistance of a financial advisor, promotes confidence in achieving financial goals.

  • How do certificates of deposit (CDs) compare to standard savings accounts for residents in Janesville?

    Certificates of deposit (CDs) offer Janesville residents a lower-risk choice of higher interest earnings than standard savings accounts, ideal for funds not required immediately. CD investors agree to keep a defined sum for a specific time, after which they get back the principal plus interest. However, like any investment, CDs come with risks. It's advisable to study thoroughly or consult a financial expert to ensure CDs align with individual needs.

  • Why is it crucial for Janesville residents to start saving early for retirement?

    It's vital for Janesville residents to begin their retirement savings early to build a significant nest egg over time. Even modest, regular contributions can grow substantially, especially if drawn directly from pre-tax or after paychecks via employer retirement plans or similar payroll deductions. As incomes increase, boosting contributions by 1% annually can further enhance savings. Treating retirement savings as a mandatory expenditure can facilitate this process.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.