Kaizen CPAs + Advisors
Certified Public Accountant, Accountant, Bookkeeping Service
6905 Green Bay Rd #104 Kenosha, WI 53142Best Accountants & Bookkeepers ever
Bill Sweetman Agency
Insurance Agency, Auto Insurance Agency, Financial Consultant
7514 30th Ave Kenosha, WI 53142Changing from a national company that I had for years and going local has been a great experience for me. Caring , attentive and knowledgable with years of experience. ... more
Anne Kovales - Thrivent
Financial Planner
6121 Green Bay Rd, Ste 205 Kenosha, Wisconsin 53142Will is great to work with and very professional. He takes the time to answer all your questions. I highly recommend Will for all your financial needs.
Kelly Banner - Thrivent
Financial Planner
6121 Green Bay Rd, Ste 205 Kenosha, Wisconsin 53142Very helpful highly recommend.
Ana McKinley - Thrivent
Financial Planner
520 58th Street, Ste 202 Kenosha, Wisconsin 53140Ana is extremely knowledgeable and will assist you properly. I recommend you meet with her to go over your needs. She's a CLASS ACT!
Thomey Financial Services
Financial Planner
5717 8th Avenue Kenosha, Wisconsin 53140I have been going to Mike Thomey for my personal and business tax prep since 2009, and have been beyond pleased with both Mike and Debbie, his Administrative Assistant. T ... more
T. Heller Financial Services
Financial Planner, Life Insurance Agency
6520 67th St Kenosha, WI 53142Did not return my call and did not call when my fund performed bad all year... two things all advisors should do at minimum!!!
Kim Vogel - Thrivent
Financial Planner
6121 Green Bay Rd STE 205 Kenosha, Wisconsin 53142They never answer the phone and when you leave multiple voicemails they still will make no effort to call you back. Had to change to a different provider since it's impos ... more
Catherine Krauter - Thrivent
Financial Planner
3819 17th Place Kenosha, Wisconsin 53144Heidi Thomas - COUNTRY Financial representative
Insurance Agency, Auto Insurance Agency, Financial Planner
5017 Green Bay Road Kenosha, WI 53144Heidi is so amazing to work with. She really goes above and beyond for the clients!
Dan Vogel - Thrivent
Financial Planner, Financial Consultant
6121 Green Bay Rd STE 205 Kenosha, Wisconsin 53142Michael Morrone - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
5027 Green Bay Road, Suite 106 Kenosha, Wisconsin 53144Edward Jones - Financial Advisor: Mike Jones Jr
Financial Consultant, Finance Broker, Financial Audit
2324 18th St e, Suite E Kenosha, WI 53140The Schaeffer Financial Group, LLC
Financial Planner
2315 30th Ave Kenosha, WI 53144Always helpful and kind. Truly professional.
Natalie Rigsby-Murray - COUNTRY Financial Representative
Insurance Agency, Auto Insurance Agency, Financial Planner
5027 Green Bay Rd suite 102 Kenosha, WI 53144Natalie and Kristen are awesome. Took great care of me in a very difficult time.
Zoerner Financial
Financial Planner
7530 39th Avenue Kenosha, WI 53142Keith Dreger - Thrivent
Financial Planner
6121 Green Bay Rd, Ste 205 Kenosha, Wisconsin 53142Pulera Financial Services
Financial Planner
5455 Sheridan Rd LL20 Kenosha, WI 53140Wonderful professional experience with these gentlemen.
Patti Luce - COUNTRY Financial Agent
Insurance Agency, Auto Insurance Agency, Financial Planner
5027 Green Bay Rd Ste 114 Kenosha, WI 53144Amazing to work with. Goes above and beyond!
Jordan Financial Life Planning
Financial Planner, Financial Consultant, Investment Service
6123 Green Bay Rd Ste 260 Kenosha, WI 53142David help me plan my retirement and my needs going forward after retirement. Professional, Honest, and knows how to grow my portfolio. Great people.
Prophet Asset Management Inc
Financial Planner
708 57th St Kenosha, WI 53140Sound Investment Solutions, LLC
Financial Planner
7601 Pershing Blvd Kenosha, WI 53142Hans is very professional, knowledgeable, smart, organized and very kind. He cares about you and wants to help grow your money for a great retirement. I highly recommen ... more
PPG Retirement Planning Services
Financial Planner
5525 Green Bay Rd Kenosha, WI 53144Just an extremely slow process getting money moved from my old 401k. Not sure what purpose they serve as a 3rd party administrator. All I have experienced is a 3rd party ... more
U.S. Bancorp Investments - Financial Advisors: Jeffrey Perry
Financial Planner
3314 80th St Kenosha, WI 53142Anne Kovales - Thrivent
Financial Planner
6121 Green Bay Rd STE 205 Kenosha, WI 53142Northwestern Mutual
Financial Planner, Financial Consultant, Life Insurance Agency
3910 83rd St Kenosha, WI 53142This dude is pretty rude, would much rather deal w someone else