Best Financial Advisors in Racine

2022

Bode Financial Group

• Retirement Planning

Bode Financial Group is an independent firm in Racine offering services that helps clarify and implement wealth plans. It addresses the concerns of individuals about business planning, investments, taxes, and estate planning. Its advisors guide individuals in attaining the kind of retirement they hope to achieve, providing recommended steps for different life stages. Company president Thomas L. Bode is a certified public accountant and Certified Financial Planner. Prior to establishing the firm, he worked for a large company, serving high-net-worth individuals and companies like Kellogg’s and Amoco.

DB Tax & Wealth

Serving the metro of Racine, DB Tax & Wealth offers tax planning, wealth management, and accounting services. Founded by Larry and Diane Burger, the firm was established in 1989. DB's team considers the clients' financial goals, objectives, current financial status, and tax information in crafting financial plans. To aid in the monitoring and updating of goals, custom communication plans are also sent to clients, which include information regarding tax planning, financial workshops, market commentary, and community events.

Gordon J. Maier & Company LLP

• Tax Planning

Gordon J. Maier & Company LLP has been serving clients in Racine and the surrounding communities for over eight decades. The locally owned company handles auditing, general tax planning, and financial statements. Its professionals specialize in advisory, payroll, Pro-forma forecast, and special government services. They also take care of business valuations and employee benefit plans. Gordon J. Maier & Company LLP caters to a wide range of clients, from sole proprietorships to multi-million dollar companies.

Jordan Financial Life Planning

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

Jordan Financial Life Planning caters to Racine customers who are looking at organizing and expanding their finances. It gives recommendations on basic and complex financial planning, investment and risk management, retirement accumulation, and estate planning. Through the company, customers also have access to tax and accounting professionals who can assist them with tax strategies and annual filing. Its founders, David Jordan and Terry Backmann, hold CFP and ChFC designations, respectively. Jordan has been providing financial services for 24 years.

Kaizen CPAs + Advisors

• Estate Planning
• Financial Planning
• Tax Planning

Kaizen CPAs + Advisors works with individual and business clients in Racine and provides them with accounting, financial, tax, and consulting assistance. It delivers tax services by dealing with filings and estate tax planning. The firm also offers an audit protection plan to address its customers' IRS or state auditing concerns. In addition, Kaizen CPAs + Advisors has services that aim to make businesses more profitable through performance advisory and tax-efficient planning. President and managing partner Clay Hamlin is a CPA.

Riley & Lowe Financial Solutions LLC

• Estate Planning

Riley & Lowe Financial Solutions LLC is a full-service financial organization that serves individuals, families, and businesses in the Racine area. The company offers clients a wide range of financial services, including those relating to investment, retirement, tax planning, and annuities. It also specializes in investment management, college funding, business succession, and cash balance plans. Skip Riley, the company's founder and president, has more than 25 years of experience in the financial services industry and has clients in 15 states throughout the U.S.