Uncommon Cents Investing

Uncommon Cents Investing is a Financial Planner in Janesville, WI, located at 1215 Suffolk Dr #100. The family-owned, multi-generational firm has been helping Rock County residents with their finances for over 30 years. The firm provides fee-only, fiduciary investment management and comprehensive financial planning services. Their in-house investment solutions and hands-on approach are designed to help clients achieve their retirement goals with more peace of mind and less complexity.

The team includes Sheena Hanson, CFP®, who is an Investment Advisor Representative and CCO. John Berkley is a Portfolio Manager. Greg Snyder is also a Portfolio Manager. Joyce Schneider is the Operations and Marketing Manager. The firm serves as a financial concierge, coordinating with other professionals such as accountants, attorneys, insurance agents, and bankers. They provide consulting and advice on all areas of financial life, in-house investment management, and attentive personal service. The firm offers unlimited support so clients can call or email them anytime. They provide reasonable, clear fees so clients know exactly what they are paying for.

John, the founder, started buying stocks in high school. He started a business in 1977 setting up retirement accounts for local Janesville teachers. His daughter, Sheena, graduated with a degree in Finance in 2007 and joined the business. The firm helps clients with retirement planning, including income strategies, Required Minimum Distributions, Social Security benefits, healthcare costs, and tax-efficient withdrawal strategies. They also help with portfolio management and strategic asset allocation.

Uncommon Cents Investing holds a 5.00 rating based on 24 reviews. The firm provides independent, fiduciary advice to help Rock County residents manage wealth and prepare for retirement.

Uncommon Cents Investing combines decades of local experience with a personalized, fee-only approach to help Janesville families navigate their financial futures with confidence and clarity.

The firm sits on Suffolk Dr in Janesville, WI, just 0.1 miles from East Milwaukee Street and Mercy Clinic East. It is also located about 0.5 miles from Excalibur Park and Harrison Elementary School.

BizScoreAI gives Uncommon Cents Investing a Technical score of 95 out of 100, which means the website is secure and readable for search engines. The Content Quality score is 75 out of 100. The business ranks number 1 of 3 Financial Planner businesses that BizScoreAI has scored in Janesville.