Financial Planning Consultants in Somers, WI

Refine
Sort by
Features

66. R & R Investments

R & R Investments

1442 N Memorial Dr, Racine, WI 53404

YP
21 Years
in Business

67. Johnson Asset Management

Johnson Asset Management

555 Main St Ste 500, Racine, WI 53403

CLOSED NOW:6:30 am - 7:00 pm

70. Forward Financial Partners - Ameriprise Financial Services

Forward Financial Partners - Ameriprise Financial Services

14909 Washington Ave, Union Grove, WI 53182

CLOSED NOW:Closed

From Business: At Forward Financial Partners, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

72. Wells Fargo Advisors

Wells Fargo Advisors

600 52nd St Ste 100, Kenosha, WI 53140

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

73. Jenkins & Vojtisek SC

Jenkins & Vojtisek SC

8338 Corporate Dr, Mount Pleasant, WI 53406

CLOSED NOW:

From Business: Understanding Needs - Anticipate Options - Customize Solutions - Strong Relationships

74. Felle, Lundgren & Associates, SC

Felle, Lundgren & Associates, SC

7001 Washington Ave, Mount Pleasant, WI 53406

CLOSED NOW:

From Business: Felle, Lundgren & Associates, SC is a certified public accounting (CPA) firm located in Racine, WI. We provide professional tax and accounting services for both individuals and…

YP
24 Years
in Business

75. Edward Jones - Financial Advisor: Kurt A Salo

Edward Jones - Financial Advisor: Kurt A Salo

1524 S Green Bay Rd, Mount Pleasant, WI 53406

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

76. Money Management International

Money Management International

524 State St Ste 300, Racine, WI 53402

From Business: Money Management International (MMI) is the largest nonprofit, full-service credit counseling agency in the United States. Since 1958, we have been helping consumers find the…

YP
67 Years
in Business

77. Edward Jones - Financial Advisor: Debbie Besenhofer, CFP®|AAMS™|CRPC™

Edward Jones - Financial Advisor: Debbie Besenhofer, CFP®|AAMS™|CRPC™

8500 75th St Ste 107, Kenosha, WI 53142

CLOSED NOW:Closed

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

78. Andrea & Orendorff

Andrea & Orendorff

6300 76th St Suite 200, Kenosha, WI 53142

CLOSED NOW:9:00 am - 1:00 pm

From Business: *Full Service Certified Public Accounting *Tax Preparation & Personal Financial Planning **Kathryn Andrea, CPA Thomas Orendorff, CPA Bradly Potter, CPA, CFP Terri Schmidt, CPA…

YP
45 Years
in Business

79. Rob Fleming - State Farm Insurance Agent

Rob Fleming - State Farm Insurance Agent

3404 Roosevelt Rd, Kenosha, WI 53142

CLOSED NOW:Closed

From Business: Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

YP
18 Years
in Business

80. Thomey Financial Services

Thomey Financial Services

5717 8th Ave, Kenosha, WI 53140

CLOSED NOW:

From Business: Michael J. Thomey, Certified Public Accountant, Registered Representative, is the founder of Eighth Avenue Advisors and a Wall Street trained financial advisor. Mike provides…

81. Edward Jones

Edward Jones

4445 Taylor Ave, Mount Pleasant, WI 53405

CLOSED NOW:

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

82. Johnson Financial Group

Johnson Financial Group

1103 Hunter Dr, Mount Pleasant, WI 53406

CLOSED NOW:

From Business: Just off Racines Washington Avenue/Highway 20 near O&H Bakery, Johnson Insurance houses about 50 associates who are dedicated to assisting clients with their personal and…

83. Financial Advisors U.S. Bancorp Investments

Financial Advisors U.S. Bancorp Investments

4701 Washington Ave, Racine, WI 53406

CLOSED NOW:9:00 am - 12:00 pm

From Business: Your financial advisor in Racine will work with you to create tailored wealth management strategies. Find a financial advisor near you.

84. Edward Jones - Financial Advisor: David Besenhofer

Edward Jones - Financial Advisor: David Besenhofer

4360 67th Dr, Union Grove, WI 53182

CLOSED NOW:

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

85. Simonsen, Julie, AGT

Simonsen, Julie, AGT

14909 Washington Ave, Union Grove, WI 53182

CLOSED NOW:

From Business: The advisor listed is an Ameriprise financial advisor in Union Grove. Comments are not verified, may not be accurate and are not necessarily representative of the experiences…

86. Edward Jones - Financial Advisor: Christina Zalapi

Edward Jones - Financial Advisor: Christina Zalapi

1018 Main St, Union Grove, WI 53182

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

87. Dan Sinnen - Thrivent

Dan Sinnen - Thrivent

4000 Spring St, Racine, WI 53405

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Dan Sinnen is committed to providing financial advice,…

88. Demuth, Timothy, AGT

Demuth, Timothy, AGT

4000 Spring St, Racine, WI 53405

CLOSED NOW:

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Timothy Demuth is committed to providing financial advice,…

89. William Smith - Thrivent

William Smith - Thrivent

927 Main St, Racine, WI 53403

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. William Smith is committed to providing financial advice,…

90. Smith, William

Smith, William

927 Main St, Racine, WI 53403

CLOSED NOW:

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. is committed to providing financial advice, investments,…

We found 166 results for Financial Planning Consultants in or near Somers, WI.They also appear in other related business categories including Investment Advisory Service, Financial Services, and Investments. 10 of these businesses have an A/A+ BBB rating. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Kenosha Central Business District, Stocker, and Forest Park.