WI · Racine

Fiduciary advisors in Racine, WI

2 advisors with offices in Racine. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Racine

MGA Wealth Management

Racine, Wisconsin

MGA Wealth Management, based in Racine, Wisconsin, offers investment management and wealth planning services centered on a proprietary three-phase process called the MGA Model. The firm works with clients seeking financial independence and life milestone planning, incorporating financial planning, risk assessment, legacy planning, and connections to health and wellness resources through an in-house life coach. The firm coordinates with other professionals as needed and emphasizes ongoing relationship management with regular portfolio reviews and updates.

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Raymond James & Associates

Racine, Wisconsin

CLU

Retirement Planning Small Business

Raymond James & Associates is an investment advisory firm in Racine, Wisconsin. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

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Financial advisors in Racine, Wisconsin

Advisors serving Racine specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Wisconsin's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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