Mga Wealth Management logo
VerifiedFinancial Services

Mga Wealth Management

MGA Wealth Management is a Full Service, Independent Investment and Financial Planning Firm located in Racine, WI. We specialize in Tax Efficient Investing and Retirement Income Planning. Our team is dedicated to providing our clients with sound investments and financial planning advice. We blend the latest technology with independent objective investments to help you reach your goals. Financial planning is an ongoing process of preparing for and reacting to Critical Financial Events. They can be as diverse as planning for retirement, selling a business, receiving an inheritance, buying a recreational property or proactively planning for your legacy. Our resources and expertise help you to prepare for such events, as you pursue your financial and lifestyle goals. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

7-day free trial · no credit card

HeadquartersRacine, United StatesEmployees3(1 to 10)Websitemgawealthmanagement.comLinkedIn profileLinkedIn

Verified contacts

2

available on Kipplo

LinkedIn employees

3

1 to 10 range

Open roles

no listings

Distinct roles

2

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

Sign up free to see all 2 verified contacts at Mga Wealth Management

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

2 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Mga Wealth Management

2 distinct titles indexed · top 2 shown.

  • 1director of first impressions
  • 1manager of client relations

Sign up to unlock all 2 contacts at Mga Wealth Management

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 2 verified contacts at Mga Wealth Management

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Mga Wealth Management | Kipplo Discover