Financial Advisors

Helping clients maintain their financial focus so they can achieve the financial goals that are most important to them both now and in the future. Provides investment advice, retirement planning strategies, protection and insurance, estate planning strategies, saving for education, asset allocation, and general financial planning

5027 Green Bay Road, Suite 106, Kenosha, WI 53144
(262) 656-3006

When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step by step approach to identify your goals and develop specific strategies to help you achieve them. Contact me and see how personal service can make a difference.

8500 75th Street, Suite 107, Kenosha, WI 53142
(262) 694-1610

Harper Tax & Financial Literacy Group can help make finances seem simple. They offer complete bookkeeping and Tax services for Businesses and individual clients. Whether you are just starting your journey in life or looking for a secure income in retirement, they give you the tools to reach your financial goals and simplify the process so you can focus on what matters most.

1923 63rd Street, Suite B, Kenosha, WI 53143
(262) 577-0719

Since 1857, Northwestern Mutual has been helping people protect against financial risk and helping them achieve their financial goals.

330 East Kilbourn Avenue, Suite 950, Milwaukee, WI 53202
(414) 203-6012

No one can predict the future, but New York Life can help you prepare for it. You can rely on New York Life to provide security and stability when it’s needed most. With financial planning and insurance they have protected the future for their clients and their loved ones. With the experience and confidence gained from successfully navigating so many of the economy’s ups and downs, they're here to help prepare for whatever lies ahead.

7513 7th Avenue Suite 2, Kenosha, WI 53143
(262) 654-0140

The team at The Schaeffer Financial Group can help you build a financial plan to help mitigate risks ahead of time by getting all of your financial information organized, balancing your portfolio and making smart decisions about insurance policies. Because they are an independent firm, their team can quote many different insurance carriers in the market on your behalf to secure the most competitive rates among the most highly rated life, disability, and long term care providers. And if something unfortunate should happen, WE’RE THERE WHEN LIFE HAPPENS. The Schaeffer Financial Group, LLC will be there to help guide you through.

2315 30th Avenue, Kenosha, WI 53144
(262) 551-8900

Our firm is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

5717 8th Avenue, Kenosha, WI 53140
(262) 654-8171

Investing is a life-long process, regardless of your financial goals. And they're committed to being with you every step of the way.

600 52nd Street, Suite 100, Kenosha, WI 53140
(262) 658-4891