Kenosha, WI Financial Planner

( 134 Reviews )
Kaizen CPAs + Advisors Logo

Kaizen CPAs + Advisors

Certified Public Accountant, Accountant, Bookkeeping Service

6905 Green Bay Rd #104 Kenosha, WI 53142
Joyce Tangney

Best Accountants & Bookkeepers ever

( 13 Reviews )
Bill Sweetman Agency Logo

Bill Sweetman Agency

Insurance Agency, Auto Insurance Agency, Financial Consultant

7514 30th Ave Kenosha, WI 53142
barb rohlman

Changing 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

( 2 Reviews )
Anne Kovales - Thrivent Logo

Anne Kovales - Thrivent

Financial Planner

6121 Green Bay Rd, Ste 205 Kenosha, Wisconsin 53142
Dave Butke

Will 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.

( 1 Reviews )
Kelly Banner - Thrivent Logo

Kelly Banner - Thrivent

Financial Planner

6121 Green Bay Rd, Ste 205 Kenosha, Wisconsin 53142
Jacob Banner

Very helpful highly recommend.

( 2 Reviews )
Ana McKinley - Thrivent Logo

Ana McKinley - Thrivent

Financial Planner

520 58th Street, Ste 202 Kenosha, Wisconsin 53140
Mindi Newman

Ana is extremely knowledgeable and will assist you properly. I recommend you meet with her to go over your needs. She's a CLASS ACT!

( 3 Reviews )
Thomey Financial Services Logo

Thomey Financial Services

Financial Planner

5717 8th Avenue Kenosha, Wisconsin 53140
Patti Pooch

I 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

( 1 Reviews )
T. Heller Financial Services Logo

T. Heller Financial Services

Financial Planner, Life Insurance Agency

6520 67th St Kenosha, WI 53142
C B

Did not return my call and did not call when my fund performed bad all year... two things all advisors should do at minimum!!!

( 2 Reviews )
Kim Vogel - Thrivent Logo

Kim Vogel - Thrivent

Financial Planner

6121 Green Bay Rd STE 205 Kenosha, Wisconsin 53142
Nico Martinez

They 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

( 0 Reviews )
Catherine Krauter - Thrivent Logo

Catherine Krauter - Thrivent

Financial Planner

3819 17th Place Kenosha, Wisconsin 53144
( 23 Reviews )
Heidi Thomas - COUNTRY Financial representative Logo

Heidi Thomas - COUNTRY Financial representative

Insurance Agency, Auto Insurance Agency, Financial Planner

5017 Green Bay Road Kenosha, WI 53144
Brianna Pacetti

Heidi is so amazing to work with. She really goes above and beyond for the clients!

( 0 Reviews )
Dan Vogel - Thrivent Logo

Dan Vogel - Thrivent

Financial Planner, Financial Consultant

6121 Green Bay Rd STE 205 Kenosha, Wisconsin 53142
( 0 Reviews )
Michael Morrone - Financial Advisor, Ameriprise Financial Services, LLC Logo

Michael Morrone - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

5027 Green Bay Road, Suite 106 Kenosha, Wisconsin 53144
( 0 Reviews )
Edward Jones - Financial Advisor: Mike Jones Jr Logo

Edward Jones - Financial Advisor: Mike Jones Jr

Financial Consultant, Finance Broker, Financial Audit

2324 18th St e, Suite E Kenosha, WI 53140
( 5 Reviews )
The Schaeffer Financial Group, LLC Logo

The Schaeffer Financial Group, LLC

Financial Planner

2315 30th Ave Kenosha, WI 53144
Barbara Melone

Always helpful and kind. Truly professional.

( 8 Reviews )
Natalie Rigsby-Murray - COUNTRY Financial Representative Logo

Natalie Rigsby-Murray - COUNTRY Financial Representative

Insurance Agency, Auto Insurance Agency, Financial Planner

5027 Green Bay Rd suite 102 Kenosha, WI 53144
Alex Christopherson

Natalie and Kristen are awesome. Took great care of me in a very difficult time.

( 0 Reviews )
Zoerner Financial Logo

Zoerner Financial

Financial Planner

7530 39th Avenue Kenosha, WI 53142
( 0 Reviews )
Keith Dreger - Thrivent Logo

Keith Dreger - Thrivent

Financial Planner

6121 Green Bay Rd, Ste 205 Kenosha, Wisconsin 53142
( 5 Reviews )
Pulera Financial Services Logo

Pulera Financial Services

Financial Planner

5455 Sheridan Rd LL20 Kenosha, WI 53140
Joeann Frank

Wonderful professional experience with these gentlemen.

( 2 Reviews )
Patti Luce - COUNTRY Financial Agent Logo

Patti Luce - COUNTRY Financial Agent

Insurance Agency, Auto Insurance Agency, Financial Planner

5027 Green Bay Rd Ste 114 Kenosha, WI 53144
Amanda Lyn

Amazing to work with. Goes above and beyond!

( 3 Reviews )
Jordan Financial Life Planning Logo

Jordan Financial Life Planning

Financial Planner, Financial Consultant, Investment Service

6123 Green Bay Rd Ste 260 Kenosha, WI 53142
Brad Whippo

David help me plan my retirement and my needs going forward after retirement. Professional, Honest, and knows how to grow my portfolio. Great people.

( 1 Reviews )
Prophet Asset Management Inc Logo

Prophet Asset Management Inc

Financial Planner

708 57th St Kenosha, WI 53140
( 1 Reviews )
Sound Investment Solutions, LLC Logo

Sound Investment Solutions, LLC

Financial Planner

7601 Pershing Blvd Kenosha, WI 53142
Kim Nelson

Hans 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

( 3 Reviews )
PPG Retirement Planning Services Logo

PPG Retirement Planning Services

Financial Planner

5525 Green Bay Rd Kenosha, WI 53144
eric gremonprez

Just 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

( 0 Reviews )
U.S. Bancorp Investments - Financial Advisors: Jeffrey Perry Logo

U.S. Bancorp Investments - Financial Advisors: Jeffrey Perry

Financial Planner

3314 80th St Kenosha, WI 53142
( 0 Reviews )
Anne Kovales - Thrivent Logo

Anne Kovales - Thrivent

Financial Planner

6121 Green Bay Rd STE 205 Kenosha, WI 53142
( 1 Reviews )
Northwestern Mutual Logo

Northwestern Mutual

Financial Planner, Financial Consultant, Life Insurance Agency

3910 83rd St Kenosha, WI 53142
Cory Migliano

This dude is pretty rude, would much rather deal w someone else

( 0 Reviews )
Deininger & Co., Inc. Logo

Deininger & Co., Inc.

Tax Preparation Service, Accountant, Financial Consultant

7001 30th Ave Kenosha, WI 53142
( 0 Reviews )
BLACKSWAN FORTUNE Logo

BLACKSWAN FORTUNE

Tax Preparation Service, Auto Insurance Agency, Bookkeeping Service

2409 52nd St #2 Kenosha, WI 53140
( 0 Reviews )
FORM Wealth Advisors Logo

FORM Wealth Advisors

Financial Planner, Financial Consultant

5707 6th Ave Kenosha, WI 53140
( 0 Reviews )
Berthel Fisher & Co Logo

Berthel Fisher & Co

Financial Planner, Stock Broker

4701 Harrison Rd Kenosha, WI 53142
( 0 Reviews )
LTC Financial Partners Logo

LTC Financial Partners

Financial Consultant, Financial Planner, Health Insurance Agency

6818 53rd St UNIT 15 Kenosha, WI 53144
( 0 Reviews )
Art Siegel & Associates Logo

Art Siegel & Associates

Financial Planner

8536 37th Ave Kenosha, WI 53142
( 0 Reviews )
Edward Jones Logo

Edward Jones

Investment Service, Finance Broker, Financial Audit

6040 39th Ave #5 Kenosha, WI 53142
( 0 Reviews )
Family Financial Services Logo

Family Financial Services

Financial Planner

1213 55th St Kenosha, WI 53140
( 0 Reviews )
Druid Financial Logo

Druid Financial

Financial Planner

5006 60th St Kenosha, WI 53144
( 0 Reviews )
Financial Reality Logo

Financial Reality

Financial Planner

1006 60th St Kenosha, WI 53140
( 0 Reviews )
McCullough & Sparks Wealth Management - Raymond James Logo

McCullough & Sparks Wealth Management - Raymond James

Financial Planner, Financial Consultant

6905 Green Bay Rd # 101 Kenosha, WI 53142
( 0 Reviews )
Modern Woodman of America Logo

Modern Woodman of America

Financial Planner

7513 26th Ave Kenosha, WI 53143
( 0 Reviews )
Rudy Scuglik Consultants Inc Logo

Rudy Scuglik Consultants Inc

Financial Planner

712 55th St, 203 Ste Kenosha, WI 53140
( 0 Reviews )
Hubbard Investments Logo

Hubbard Investments

Financial Planner

4901 60th St Kenosha, WI 53144
( 0 Reviews )
Penvest Securities Inc Logo

Penvest Securities Inc

Financial Planner

3801 60th St Kenosha, WI 53144
( 0 Reviews )
Beere Asset Management LLC Logo

Beere Asset Management LLC

Financial Planner

427 12th Pl Kenosha, WI 53140
( 0 Reviews )
Richard Jessen Financial Planning Logo

Richard Jessen Financial Planning

Financial Planner

4801 Washington Rd Kenosha, WI 53144
( 0 Reviews )
Richard Jessen Financial Logo

Richard Jessen Financial

Financial Planner

2315 30th Ave Kenosha, WI 53144
( 0 Reviews )
Imperial Capital Funding Logo

Imperial Capital Funding

Financial Planner

5103 Harrison Rd Kenosha, WI 53142
( 0 Reviews )
Retirement Planning Center Logo

Retirement Planning Center

Financial Planner

6535 Green Bay Rd Kenosha, WI 53142
( 0 Reviews )
Senior Citizen Svc LLC Logo

Senior Citizen Svc LLC

Financial Planner

4515 Beverly Ln Kenosha, WI 53142
Find
    Near

      START DRIVING

      ONLINE LEADS TODAY!

      ChamberofCommerce.com
      Loading