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Best Financial Advisors in Racine

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Racine, WIRacine, WI

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.

Racine, WIRacine, WI

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

4061 N Main Street Suite 250, Racine, WI 53402
Racine, WI 53402
  • 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.

4061 N Main Street Suite 250, Racine, WI 53402
Racine, WI 53402

Website(262) 898-7300

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1125 Milwaukee Avenue, South Milwaukee, WI 53172
South Milwaukee, WI 53172
Instagram

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.

1125 Milwaukee Avenue, South Milwaukee, WI 53172
South Milwaukee, WI 53172

InstagramWebsite(414) 764-7330

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

114 (Best)

Score Consistency:

Consistent (Best)

845 Wisconsin Ave, Racine, WI 53403
Racine, WI 53403
  • 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.

845 Wisconsin Ave, Racine, WI 53403
Racine, WI 53403

Website(262) 634-7108

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

6123 Green Bay Rd, Suite 260, Kenosha, WI 53142
Kenosha, WI 53142
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning

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.

6123 Green Bay Rd, Suite 260, Kenosha, WI 53142
Kenosha, WI 53142

Website(262) 656-1141

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1555 Main Street, Antioch, IL 60002
Antioch, IL 60002
Instagram
  • Estate Planning
  • Tax Planning
  • Financial 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.

1555 Main Street, Antioch, IL 60002
Antioch, IL 60002

InstagramWebsite(847) 395-6000

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1131 Prairie Dr. Suite 300, Racine, WI 53406
Racine, WI 53406
  • 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.

1131 Prairie Dr. Suite 300, Racine, WI 53406
Racine, WI 53406

Website(262) 884-8080

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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