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
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
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
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
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
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
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