Financial Planning / Services / Investments

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

Insurance & Financial Services, Life, Health, Bank, Retirement Planning

432 Lake Street, Antioch, IL 60002
(847) 395-1321

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

Tax preparation and financial services, business services including accounting, payroll, and planning assistance.

25140 75th Street, Salem, WI 53168
(262) 843-3557

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

Few things are more central to your success than your payments transactions. That’s why Heartland provides debit - prepaid - credit card processing, online payments, check processing, payroll services efficiently, cost effectively and with your best interests at heart. They advocate for businesses like yours - helping you navigate through the complexities of payments processing and managing the associated expenses. In 1997 Heartland Payment Systems opened its doors with a modest plan: to provide fair, honest and fully disclosed payments solutions to help businesses prosper. Never veering from their roots or their convictions, that plan has taken them and their clients to places most businesses could only dream of. Learn more about how you can control the cost and complexities of payments processing, so you can focus on improving and growing your business, and contact them today.

(866) 976-7201

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

Throughout your life, your financial needs and goals are very likely to change. At Thrivent Financial, our broad financial portfolio is designed to fit your ever-changing needs. Whether you're just starting out, looking to save for a big purchase, or planning the retirement you've always dreamed about, we can help you meet your goals.

6121 Green Bay Road Suite 205, Kenosha, WI 53142
(262) 652-8150

Tirabassi, Felland & Clark LLC is a Certified Public Accounting and Consulting firm that provides Accounting Services, Tax Preparation & Planning, and Estate & Financial Planning for both business and individual clients.

8035 22nd Avenue, Kenosha, WI 53143
(262) 652-7000

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