TOP 30 Independent financial advisors in Rockford, Illinois

21 results found

LR Financial Planners, LLC is a reputable finance and insurance agency located at 6653 Weaver Road in Rockford, Illinois, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investments. We offer a wide range of services including retirement planning, investment management, estate planning, and insurance solutions. Trust LR Financial Planners, LLC to provide you with expert guidance and support on your journey towards financial security and success.

Rockford Retirement Planning, Inc. is a finance institution located at 555 South Perryville Road, Rockford, Illinois, United States. They offer investment advisory services through Retirement Wealth Advisors, LLC. The institution provides personalized financial planning services to help individuals navigate the complexities of retirement planning. With a focus on risk management and ethical practices, Rockford Retirement Planning aims to help clients achieve their financial goals and secure their future. They are not affiliated with the Social Security Administration or any government agency. Additionally, they have achieved recognition from the Million Dollar Round Table for their commitment to best business practices in the insurance and financial advisory industry. Clients can expect expert guidance and support from the team at Rockford Retirement Planning as they plan for a secure retirement.

Regal Investment Advisors is a finance and insurance agency located at 1617 Temple Lane, Rockford, Illinois, United States. Through a collaborative process, they help clients build a path towards their desired lifestyle by prioritizing their goals in any environment. They offer wealth-building, protection for future generations, and personalized giving strategies. With a focus on evidence-based financial research, they provide unbiased recommendations to help clients achieve their goals with confidence. The team at Regal Investment Advisors includes certified professionals like Luke, Kate, Andrew, Todd, and Aaron, who offer personalized financial planning and investment management services. They are completely local and work for their clients' best interests, offering fee-only financial planning for those seeking advice. Securities are offered through Regulus Financial Group, LLC, with investment advisory services provided by Regal Investment Advisors, LLC. Regulus Financial Group, LLC and Regal Investment Advisors are affiliated entities, while Lucas Group CPAs Advisors and Lucas Group Financial Advisors are also affiliated but independent of Regulus Financial Group, LLC and Regal Investment Advisors. Contact them at their Rockford office at 815-964-9955 or visit their website for more information.

Foresight Financial Group is a leading finance institution located at 3106 North Rockton Avenue in Rockford, Illinois, United States. With a strong commitment to providing innovative financial solutions, Foresight Financial Group offers a wide range of services including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Foresight Financial Group can help you plan for tomorrow.

Waterside Financial Advisors is a finance institution located at 124 North Water Street in Rockford, Illinois, United States. We offer independent financial guidance to help you achieve the life you want to live. Our experienced team provides informed ideas for managing your money and works closely with clients to provide easy-to-understand recommendations and assistance with implementation. Specializing in investment management, retirement planning, and tax planning, Waterside Financial Advisors is dedicated to helping clients achieve their financial goals. We are a Registered Investment Adviser and offer securities through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member of FINRA/SIPC.

Edward Jones - Financial Advisor: Mike Donnelly, AAMS™ is a reputable financial institution located at 2406 Charles Street in Rockford, Illinois, United States. As a trusted financial advisor, Mike Donnelly, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of investment options and financial solutions to meet the unique needs of each individual client. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Mike Donnelly, AAMS™ is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

CYRS Wealth Advisors LLC is a finance institution located at 1111 South Alpine Road in Rockford, Illinois, United States. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment planning, retirement planning, estate planning, and more. At CYRS Wealth Advisors LLC, we prioritize building strong relationships with our clients based on trust, integrity, and transparency. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Erik Valenza, a financial advisor at Ameriprise Financial Services, LLC, located at 839 North Perryville Road in Rockford, Illinois, offers personalized financial planning services. With a focus on outdoor activities, meeting new people, health, fitness, and professional sports, Erik Valenza is dedicated to helping clients achieve their financial goals. If you are not already a client of Ameriprise, you can schedule a complimentary initial consultation to gain a better understanding of financial planning concepts. Please note that this consultation does not include written analysis or recommendations.

Ronald K. Brierton - RBC Wealth Management Financial Advisor is a prestigious finance institution located at 2215 Perry Green Way in Rockford, Illinois, United States. As a trusted financial advisor, Ronald K. Brierton offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Ronald K. Brierton provides expert guidance on investment strategies, retirement planning, and wealth preservation. Whether you are looking to grow your wealth or secure your financial future, Ronald K. Brierton - RBC Wealth Management Financial Advisor is dedicated to helping you reach your financial aspirations.

CoyleKiley Insurance Agency, Inc. is your trusted advisor in the greater Rockford area, located at 810 North Alpine Road in Rockford, Illinois. As an all-encompassing independent insurance agency, we are recognized as industry leaders and trusted partners in creating customized solutions to meet your long-term insurance and financial needs. Founded in 2015, with over 69 years of industry knowledge, integrity, and expertise, we excel in building strong, lasting relationships and providing superior client service. Think of us as a concierge for insurance, employee benefits, and wealth management. Our customers often tell us that we are different - we may not always have the lowest price, but our clients always win with proper coverage if they experience a claim. We are with you every step of the way, offering a superior experience for your personal and business needs.

Danna Krischke - State Farm Insurance Agent is a trusted insurance agency located at 6735 Broadcast Parkway in Loves Park, Illinois. Voted Rockford Register Star's "What Rocks Favorite Insurance Agent" for the past 6 years, Danna Krischke State Farm offers a range of insurance and financial services to the community. With nearly 35 years of combined experience, the agency serves areas including Rockford, Rockton, Roscoe, Machesney Park, and more. Specializing in auto, home, life, and small business insurance, the team at Danna Krischke State Farm is dedicated to providing personalized quotes and exceptional service. Located across the street from Peak Sports Club, the agency is committed to building relationships with customers and helping them live confidently. Whether you're looking for car insurance discounts or homeowners coverage, the team at Danna Krischke State Farm is here to assist. With licensed insurance producers like John and Josh on staff, you can trust that your insurance needs will be met with professionalism and integrity.

Anchor Wealth Management is a finance institution located at 4949 Harrison Avenue in Rockford, Illinois, United States. Our team of fiduciary advisors offers personalized financial planning services tailored to your individual goals and challenges. We provide a complimentary one-hour review to educate you on your current investments and make recommendations to help you reach your financial goals. When you choose Anchor Wealth Management as your financial advisors, we work hand-in-hand with you to implement a customized plan. Our investment advisory services are offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC. We serve residents of various states including AL, AZ, AR, CA, CO, FL, GA, ID, IL, IN, IA, KY, MA, MI, MN, MS, MO, MT, NE, NV, NY, NC, ND, OR, PA, SC, TN, TX, UT, VA, WA, & WI. Cambridge and Anchor Wealth Management are not affiliated. Check the background of our investment professionals on FINRA's Brokercheck. Contact us today for a 15-minute phone call with our financial planning team to start your journey towards financial success.

JMP Investments, LLC is a finance institution located at 2211 Rock Terrace in Rockford, Illinois, United States. Specializing in investment services, JMP Investments offers a range of financial solutions to help clients achieve their financial goals. With a team of experienced professionals, JMP Investments provides personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or build a diversified portfolio, JMP Investments is dedicated to helping you succeed in your financial endeavors.

Creative Planning, located at 6845 Weaver Road in Rockford, Illinois, is a top-ranked independent advisory firm specializing in finance. With a focus on providing financial peace of mind both locally and globally, Creative Planning offers comprehensive and customized wealth management services. Their team of wealth managers in the Rockford area are dedicated to helping clients achieve their financial goals and experience a more prosperous way to wealth. By agreeing to provide personal information, clients can rest assured that Creative Planning will not share this information with any third parties. Upon inquiry, clients can expect a prompt response from a team member to schedule a free, no-obligation consultation within one business day.

RSM US LLP is a leading institution located at 1252 Bell Valley Road in Rockford, Illinois, United States. Specializing in accounting and finance, RSM offers assurance, tax, and consulting services tailored for middle market leaders. With a dedicated economic team and robust research program, RSM provides valuable insights to support clients in implementing strategic changes that align with global industry trends. As a trusted advisor, RSM offers a wide range of services and global technical resources to help clients drive their businesses forward. The institution embraces digital tools to enhance the client experience and provide innovative solutions for business growth.

BMO Bank N.A Branches located at 228 South Main Street in Rockford, Illinois, United States, offers a wide range of banking services for personal and commercial customers. As a full-service branch, they provide everyday banking, investments, and lending products. The institution is committed to following federal laws, such as the USA Patriot Act, to prevent terrorism funding and money laundering activities. Customers opening an account will be required to provide personal information and identification documents. BMO Bank N.A is a member of FDIC and offers products and services subject to bank and credit approval. Please note that third-party websites linked to BMO may have different privacy and security policies. It is recommended to review the privacy and security policies of these websites. Additionally, the information provided by BMO is not intended to be tax or legal advice, and customers are advised to consult with their independent legal and tax advisors for personalized guidance.

Edward Jones Investments is a reputable finance institution located at 2715 North Main Street in Rockford, Illinois, United States. With a focus on personalized investment strategies and financial planning, Edward Jones is dedicated to helping individuals and families achieve their long-term financial goals. Their team of experienced financial advisors provide expert guidance and tailored solutions to help clients navigate the complex world of investing. Whether you are saving for retirement, planning for your children's education, or building wealth for the future, Edward Jones Investments is committed to providing top-notch service and support every step of the way.

Lundgren Randall E is a reputable finance institution located at 7396 Laurel Cherry Drive in Rockford, Illinois, United States. With a strong focus on providing personalized financial solutions, the institution offers a wide range of services to meet the unique needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, Lundgren Randall E has a team of experienced professionals ready to help you achieve your financial goals. Trustworthy and reliable, this institution is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.

Brian K Aarvig - Morgan Stanley is a reputable finance institution located at 2126 North Perryville Road in Rockford, Illinois, United States. With a focus on providing personalized financial services, the team at Brian K Aarvig - Morgan Stanley offers investment advice, wealth management, retirement planning, and more. Backed by the resources and expertise of Morgan Stanley, clients can trust in the institution's commitment to helping them reach their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Brian K Aarvig - Morgan Stanley is dedicated to providing top-notch financial solutions tailored to your individual needs.

Brian Lindsay - Morgan Stanley is a leading financial institution located at 2126 North Perryville Road in Rockford, Illinois, United States. Our experienced team of professionals provides a wide range of financial services including investment management, wealth planning, and retirement solutions. With a focus on personalized service and tailored strategies, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you in securing your financial future.

Aerial Advisers is a reputable accounting and finance institution located at 5301 East State Street in Rockford, Illinois, United States. With a team of experienced professionals, Aerial Advisers offers expert financial advice and services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment strategies, Aerial Advisers is dedicated to helping you achieve your financial goals. Trust in Aerial Advisers for all your accounting and finance needs.