2 advisors with offices in Racine. Credentials, fee structures, and minimums are disclosed on each listing.
Racine, Wisconsin
MGA Wealth Management is an investment-advisory firm based in Racine, Wisconsin, specializing in investment management and wealth management services. The firm serves clients in English.
View detailsRacine, Wisconsin
Raymond James & Associates in Racine, Wisconsin provides retirement planning services with a focus on small business owners. The firm's advisors hold the CLU credential and work with clients on retirement strategies and related planning needs.
View detailsAdvisors 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.