Personal financial planning in Kenosha, WI
103 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Thomey Financial Services, Inc.
● ClosedThomey Financial Services, Inc. is a reputable accounting and finance institution located at 5717 8th Avenue in Kenosha, Wisconsin, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, financial planning, bookkeeping, and more. Thomey Financial Services, Inc. is committed to providing personalized and reliable financial solutions to individuals and businesses in the Kenosha area. Whether you need help with managing your finances or preparing your taxes, Thomey Financial Services, Inc. is here to help you achieve your financial goals.
5717 8th Ave #4002, Kenosha, WI 53140, United States -
Watermark College Planning Resources, LLC
● OpenWatermark College Planning Resources, LLC is a leading university located in Kenosha, Wisconsin, United States. Our institution is dedicated to providing comprehensive resources and guidance for students navigating the college planning process. With a focus on personalized support and expert advice, we help students achieve their academic and career goals. Visit us at 5909 6th Avenue A to learn more about how Watermark College Planning Resources can help you succeed in your educational journey.
5909 6th Ave A, Kenosha, WI 53140, United States -
Accurate Tax-Racine & Kenosha
● ClosedAccurate Tax-Racine & Kenosha is a trusted accounting and finance institution located at 5044 22nd Avenue in Kenosha, Wisconsin, United States. With a team of experienced professionals, they provide accurate and reliable tax preparation, accounting, and financial services to individuals and businesses in the area. Whether you need help with tax planning, bookkeeping, or financial consulting, Accurate Tax-Racine & Kenosha is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
5044 22nd Ave, Kenosha, WI 53140, United States -
Gordon J. Maier & Company, LLP - Kenosha Office
● ClosedGordon J. Maier & Company, LLP - Kenosha Office is a reputable accounting and finance institution located at 1923 63rd Street in Kenosha, Wisconsin, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust in their expertise and personalized approach to help them achieve their financial goals. Whether you are an individual, small business, or corporation, Gordon J. Maier & Company, LLP - Kenosha Office is dedicated to providing top-notch financial services tailored to your specific needs.
1923 63rd St Suite F, Kenosha, WI 53143, United States -
Regional Finance
● OpenRegional Finance is a trusted financial institution located at 6804 Green Bay Road in Kenosha, Wisconsin. As a leading provider of financial services in the United States, Regional Finance offers a wide range of loan options and financial solutions to meet the diverse needs of individuals and businesses. With a commitment to excellent customer service and competitive rates, Regional Finance is dedicated to helping clients achieve their financial goals. Visit us today to learn more about our services and how we can assist you with your financial needs.
6804 Green Bay Rd Suite 114, Kenosha, WI 53142, United States -
David Insurance, a Vizance Company
● ClosedDavid Insurance, a Vizance Company, is an insurance agency located at 3917 47th Avenue in Kenosha, Wisconsin, United States. At Vizance, we go beyond just providing good coverage, rates, and service. Our team of professional advisors works closely with clients to understand their business goals and minimize their exposure to risk. We offer customized risk management plans to reduce claims, prevent accidents, and ultimately lower the cost of risk and insurance over time. In addition to insurance services, our Financial Services department can assist with life insurance and retirement planning. We also provide guidance on compliance issues and offer educational opportunities for clients through webinars and seminars. Our focus on wellness programs helps businesses control costs, increase productivity, and improve the quality of life for employees.
3917 47th Ave, Kenosha, WI 53144, United States -
Candy Soens-Francetic - State Farm Insurance Agent
● ClosedCandy Soens-Francetic - State Farm Insurance Agent is a trusted insurance agency located at 5401 60th Street in Kenosha, Wisconsin. As a State Farm Insurance Agent, Candy Soens-Francetic provides personalized insurance solutions to meet the needs of individuals and families in the community. With a focus on customer service and satisfaction, Candy Soens-Francetic is dedicated to helping clients protect what matters most to them. Whether it's auto, home, life, or business insurance, clients can rely on Candy Soens-Francetic for expert advice and guidance. Visit Candy Soens-Francetic - State Farm Insurance Agent today to discuss your insurance needs and find the right coverage for you.
5401 60th St, Kenosha, WI 53144, United States -
Farmers Insurance - Eric Hoffman
● OpenFarmers Insurance - Eric Hoffman is a local insurance agency located at 5904 39th Avenue, Kenosha, Wisconsin, United States. As your Farmers® agent in Kenosha, WI, Eric Hoffman helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of coverage options including auto, home, renters, business insurance, and more. Eric Hoffman can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, or medical payments, Eric Hoffman is here to help. Contact Eric Hoffman today for a personalized insurance quote and to learn about available discounts. Protect your most valuable possessions with Farmers Insurance and receive competitive rates with multi-line insurance discounts. Call Eric Hoffman to review your life insurance policy and create a plan to provide financial support for your loved ones. Get a renters insurance quote to protect your personal belongings in case of a disaster. Farmers Insurance also offers business insurance, condo insurance, and recreational insurance for motorcycles, boats, ATVs, and more. Let Eric Hoffman help you build a solid financial plan for a secure future. Farmers Insurance is underwritten by reputable insurers such as Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company. Contact Eric Hoffman today for all your insurance needs.
5904 39th Ave, Kenosha, WI 53144, United States -
Viggiano Insurance Agency
● OpenViggiano Insurance Agency is a trusted health insurance agency located at 3203 Washington Road in Kenosha, Wisconsin. With a commitment to providing personalized and comprehensive insurance solutions, Viggiano Insurance Agency helps individuals and families navigate the complex world of healthcare coverage. Their experienced agents are dedicated to finding the best policies to meet the unique needs of each client. Whether you are looking for individual health insurance, group coverage, or Medicare options, Viggiano Insurance Agency is here to help you protect your health and financial well-being. Contact them today to learn more about their services and how they can assist you in securing the right insurance plan for your needs.
3203 Washington Rd suite e, Kenosha, WI 53144, United States -
Steve Paddock - State Farm Insurance Agent
● ClosedSteve Paddock - State Farm Insurance Agent is a reputable insurance agency located at 3120 80th Street in Kenosha, Wisconsin, United States. With a strong background in accounting and a deep understanding of the local community, Steve Paddock is a third-generation State Farm Agent serving both Illinois and Wisconsin. As an Ambassador Travel Qualifier and member of various prestigious councils, Steve is dedicated to providing personalized service to his customers. With two convenient locations in Kenosha and Oak Creek, WI, Steve has been serving the insurance needs of the community since 2014. From auto and home insurance to business and retirement planning, Steve and his team offer a wide range of services to help clients protect themselves from life's unexpected events. They also provide valuable resources such as a car depreciation calculator and tips for driving on rural roads.
3120 80th St, Kenosha, WI 53142, United States -
Northwestern Mutual Life Insurance
● OpenNorthwestern Mutual Life Insurance is located at 7515 31st Avenue, Kenosha, Wisconsin, United States. As an insurance agency, our financial advisors are dedicated to helping you protect your family and achieve your financial goals. We offer insurance options that provide financial flexibility and income protection, tailored to your specific needs. Our advisors understand what matters most to you and will guide you through life's changes, ensuring your plan evolves with your goals. With top ratings from major agencies and recognition for exceptional customer experience, we offer a range of financial options including investments and insurance. Our personalized approach combines growth strategies with protection, helping you achieve the life you've always wanted. Connect with one of our advisors today to start planning for a secure future.
7515 31st Ave, Kenosha, WI 53142, United States -
Insurance Agency, Inc
● OpenInsurance Agency, Inc. is a reputable insurance agency located at 6309 60th Street in Kenosha, Wisconsin. Our dedicated team of professionals is committed to helping individuals and businesses find the right insurance coverage to protect their assets and loved ones. We offer a wide range of insurance products, including auto, home, life, and business insurance. With our personalized service and competitive rates, we strive to provide our clients with peace of mind and financial security. Contact us today to discuss your insurance needs and let us help you find the perfect coverage for your unique situation.
6309 60th St Suite 200, Kenosha, WI 53144, United States -
Gregg Antony American Family Insurance
● ClosedGregg Antony American Family Insurance is a reputable insurance agency located at 24804 75th Street in Salem, Wisconsin, United States. We specialize in providing a wide range of insurance products and services to protect you and your family's financial well-being. With a team of experienced agents, we are dedicated to helping you find the right coverage for your needs. Whether you are looking for auto, home, life, or business insurance, we are here to provide personalized solutions to give you peace of mind. Contact us today to learn more about how we can help you protect what matters most.
24804 75th St, Salem, WI 53168, United States -
Rob Fleming - State Farm Insurance Agent
● ClosedRob Fleming - State Farm Insurance Agent is a reputable insurance agency located at 3404 Roosevelt Road in Kenosha, Wisconsin, United States. With over 17 years of experience with State Farm, Rob Fleming is dedicated to helping customers in Wisconsin and Illinois find the right coverage for their needs. The agency offers a range of insurance options including Auto Insurance, Homeowners Insurance, Condo Insurance, Renters Insurance, Life Insurance, DI Insurance, Business Insurance, and Financial Services. The licensed team members at the agency can assist with quotes, claims, and general questions in both English and Spanish. Rob Fleming is proud to be involved in the Kenosha community through volunteer organizations and is committed to helping clients protect their families and assets. If you are in need of insurance or financial services, Rob Fleming - State Farm Insurance Agent is here to help. Contact them today for personalized assistance.
3404 Roosevelt Rd, Kenosha, WI 53142, United States -
Rural Mutual Insurance: Timothy Cox
● ClosedRural Mutual Insurance: Timothy Cox is a trusted insurance agency located at 7528 39th Avenue in Kenosha, Wisconsin, United States. With a focus on serving rural communities, Timothy Cox offers a wide range of insurance products to protect individuals, families, and businesses from unexpected events. Their experienced team provides personalized service and tailored insurance solutions to meet the unique needs of each client. Whether you are looking for coverage for your home, farm, business, or vehicle, Rural Mutual Insurance: Timothy Cox is committed to helping you find the right insurance policy to provide peace of mind and financial security.
7528 39th Ave, Kenosha, WI 53142, United States -
Joe Werwie Jr - State Farm Insurance Agent
● ClosedJoe Werwie Jr - State Farm Insurance Agent is a trusted insurance agency located at 2622 30th Avenue in Kenosha, Wisconsin. As a State Farm Insurance Agent, Joe Werwie Jr offers a wide range of insurance products and services to meet the needs of individuals and families in the community. Whether you are looking for auto, home, life, or business insurance, Joe Werwie Jr and his team are dedicated to providing personalized and reliable coverage options. With a focus on customer service and building long-lasting relationships, Joe Werwie Jr - State Farm Insurance Agent is committed to helping you protect what matters most. Contact them today to learn more about their insurance offerings and how they can assist you in securing your financial future.
2622 30th Ave, Kenosha, WI 53144, United States -
Pathways Consulting
● ClosedPathways Consulting is a mental health clinic located in Kenosha, Wisconsin, dedicated to providing compassionate and personalized care for a range of mental health needs. Our experienced therapists offer specialized treatment for anxiety disorders, depression, Obsessive-Compulsive Disorder, trauma, and more. We also provide therapy for children, teenagers, and young adults, as well as marriage counseling using Gottman Method principles. Additionally, we offer affirmative therapy for LGBTQ individuals and specialized support for first responders. Our clinic also offers advanced EMDR therapy to help individuals process and heal from psychological distress and trauma. When scheduling an appointment, clients are asked to complete intake forms to ensure personalized care. Visit our website for more information.
4633 Washington Rd, Kenosha, WI 53144, United States -
Security Finance
● OpenSecurity Finance is a trusted institution located at 4217 75th Street in Kenosha, Wisconsin, United States. Specializing in accounting and finance services, we provide expert financial solutions to individuals and businesses alike. Our team of professionals is dedicated to helping clients achieve their financial goals and secure their future. With a commitment to excellence and integrity, Security Finance is your go-to institution for all your financial needs.
4217 75th St, Kenosha, WI 53142, United States -
Wisconsin Auto Title Loans, Inc.
● OpenWisconsin Auto Title Loans, Inc. is a finance institution located at 3825 60th Street in Kenosha, Wisconsin, United States. Specializing in auto title loans, they provide fast and convenient financial solutions for individuals in need of quick cash. With a simple application process and competitive rates, Wisconsin Auto Title Loans, Inc. is dedicated to helping customers navigate their financial challenges with ease. Visit their location in Kenosha today to learn more about their services and how they can assist you with your financial needs.
3825 60th St, Kenosha, WI 53144, United States -
BMO Bank N.A Branches
● ClosedBMO Bank N.A. Branches, located at 7535 Pershing Boulevard in Kenosha, Wisconsin, offers a wide range of banking services for both personal and commercial customers. As a full-service branch, they provide everyday banking, investments, and lending products. Customers can access their accounts through ATMs and benefit from the convenience of online and mobile banking services. BMO Bank N.A. is a member of FDIC and follows federal regulations to ensure the safety and security of their customers' information. Please note that third-party websites may have different privacy and security policies, so it's important to review them before proceeding. Additionally, the institution does not provide tax or legal advice, so customers should consult with their own advisors for personalized guidance.
7535 Pershing Blvd, Kenosha, WI 53142, United States -
First American Bank
● ClosedFirst American Bank is a trusted financial institution located at 7027 Green Bay Road in Kenosha, Wisconsin. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. Our convenient location makes it easy for customers to access our ATMs and other banking services. Whether you're looking to open a checking or savings account, apply for a loan, or simply withdraw cash, First American Bank is here to help. Our friendly and knowledgeable staff are dedicated to providing excellent customer service and helping you achieve your financial goals. Visit us today to experience the difference at First American Bank.
7027 Green Bay Rd, Kenosha, WI 53142, United States -
First American Bank
● ClosedFirst American Bank is a trusted financial institution located at 1350 22nd Avenue in Kenosha, Wisconsin. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make it easy for customers to access their funds 24/7. With a commitment to providing excellent customer service and competitive rates, First American Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with First American Bank.
1350 22nd Ave, Kenosha, WI 53140, United States -
Community State Bank
● ClosedCommunity State Bank is a trusted financial institution located at 8304 75th Street in Kenosha, Wisconsin. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds easy and convenient. With a commitment to serving the local community, Community State Bank is dedicated to providing personalized customer service and helping our customers achieve their financial goals. Visit us today to experience the difference of banking with a community-focused institution.
8304 75th St Suite 100, Kenosha, WI 53142, United States -
U.S. Bank Branch
● ClosedThe U.S. Bank Branch located at 5621 75th Street in Kenosha, Wisconsin is a trusted financial institution providing a wide range of banking and financial services to individuals and businesses. With a commitment to customer satisfaction and community involvement, this branch offers personalized assistance with checking and savings accounts, loans, mortgages, investments, and more. Whether you're looking to manage your finances, plan for the future, or grow your wealth, the U.S. Bank Branch is dedicated to helping you achieve your financial goals. Visit us today to experience exceptional service and expertise in the heart of Kenosha.
5621 75th St, Kenosha, WI 53142, United States -
Kaizen CPAs + Advisors
● ClosedKaizen CPAs Advisors is a leading accounting and finance institution located at 6905 Green Bay Road in Kenosha, Wisconsin, United States. Our team of experienced CPAs and advisors are dedicated to helping businesses understand their financials, make better decisions, and achieve their growth goals. We believe in empowering our clients to take control of their business journey by providing customized plans for success, strategic guidance, and practical tips for managing finances. From monthly bookkeeping to annual business tax preparation, we handle all the necessary tasks so you can focus on what matters most to you.
6905 Green Bay Rd #104, Kenosha, WI 53142, United States -
Felland Brian J CPA
● OpenFelland Brian J CPA is a reputable accounting and finance institution located at 8035 22nd Avenue in Kenosha, Wisconsin, United States. With years of experience and expertise in the field, they provide a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Trust Felland Brian J CPA for all your accounting and finance needs.
8035 22nd Ave, Kenosha, WI 53143, United States -
Tirabassi James D CPA
● OpenTirabassi James D CPA is a well-established accounting and finance institution located at 8035 22nd Avenue in Kenosha, Wisconsin, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of certified public accountants is dedicated to helping you achieve your financial goals. Trust Tirabassi James D CPA for all your accounting and finance needs.
8035 22nd Ave, Kenosha, WI 53143, United States -
Christopher Infusino CPA LLC
● ClosedChristopher Infusino CPA LLC is a reputable accounting and finance institution located at 6633 Green Bay Road in Kenosha, Wisconsin. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing personalized and professional services to help clients achieve their financial goals. Whether you are an individual or a business owner, Christopher Infusino CPA LLC is committed to helping you navigate the complexities of accounting and finance with ease.
6633 Green Bay Rd, Kenosha, WI 53142, United States -
Miller & Miller Law, LLC
● OpenMiller & Miller Law, LLC is a reputable law firm specializing in finance and legal services. Located at 6123 Green Bay Road in Kenosha, Wisconsin, United States, their team of experienced lawyers is dedicated to providing top-notch legal representation to their clients. Whether you are in need of assistance with financial matters or legal advice, Miller & Miller Law, LLC is here to help. Trustworthy, professional, and dedicated, they strive to achieve the best possible outcomes for their clients. Contact them today for all your legal and financial needs.
6123 Green Bay Rd #210, Kenosha, WI 53142, United States -
Southern Lakes Credit Union
● ClosedSouthern Lakes Credit Union is a trusted financial institution located at 5001 60th Street in Kenosha, Wisconsin, United States. As a credit union, we offer a wide range of financial services, including ATM access for convenient cash withdrawals and deposits. Our dedicated team is committed to providing personalized financial solutions to help our members achieve their financial goals. Visit us today to experience the difference of banking with Southern Lakes Credit Union.
5001 60th St, Kenosha, WI 53144, United States
- Financial advisor
- Tax advisor
- Tax consultant
- Tax preparation services
- Payday loans
- Personal loan
- Small business loan
- Car insurance companies
- Life insurance companies
- Home insurance companies
- Health insurance companies
- Therapist
- Psychotherapy
- Family psychologist
- Financial consulting
- Lawyer
- Law company
List of local businesses, places and services in Wisconsin
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos