TOP Trusted tax advisors in Rockford, Illinois

Cardenas Tax Service is a trusted accounting and finance institution located at 209 Pond Street in Rockford, Illinois. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Cardenas Tax Service to help you navigate the complexities of the tax system and achieve your financial goals.

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.

Jackson Hewitt Tax Service is a finance institution located at 3849 Northridge Drive in Rockford, Illinois, United States. While our tax advance loans have ended for the year, our Tax Pros are still available to assist you in maximizing your refund. Perfect for those with busy lives, you can drop off your tax documents and let a Tax Pro take care of the rest, including a quick call to review your final return and convenient e-signing. Located in Walmart, you can get your taxes done while you shop and still receive your biggest refund guaranteed. A Refund Advance loan, which is repaid with your tax refund, was available at select locations until January 14, 2023. No Fee Refund Advance was available at most locations until February 11, 2024. We offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. To reserve time with a Tax Pro, we recommend booking an appointment online or calling us at (815) 399-5540.

Jackson Hewitt Tax Service is a finance institution located at 609 West State Street in Rockford, Illinois, United States. Our Tax Pros are ready to help you get your biggest refund, even though our tax advance loans have ended this year. Drop off your tax documents and let a Tax Pro take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a great option for those who want to get money before their tax refund arrives, as sometimes the IRS can take weeks to send the refund. While Refund Advance is no longer available this year, Early Refund Advance was available at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Jackson Hewitt Tax Service is a finance institution located at 3326 11th Street in Rockford, Illinois, United States. While our tax advance loans have ended for this year, our Tax Pros are still ready to assist you in maximizing your refund. Drop off your tax documents and let a Tax Pro handle the rest, including a quick call to review your final return and convenient e-signing. Refund Advance loans are no longer available this year, but they are a great option for those who want to access their refund before the IRS sends it out. We also offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters.

Jackson Hewitt Tax Service is a finance institution located at 1080 West Riverside Boulevard in Rockford, Illinois, United States. Although our tax advance loans have ended for this year, our Tax Pros are still ready to assist you in maximizing your refund! Perfect for those with busy lives, simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a great option for those who may need money before their tax refund arrives, as it is repaid with your refund. While Refund Advance is no longer available this year, we did offer Early Refund Advance at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance at most locations from January 2, 2024, until February 11, 2024.

Professional Tax Service, Inc. is a trusted finance institution located at 2955 11th Street in Rockford, Illinois, United States. With a team of experienced tax professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or IRS representation, Professional Tax Service, Inc. is dedicated to providing personalized and reliable assistance to meet your financial needs. Trust them to handle your taxes with precision and expertise.

Morgan Stanley Financial Advisors is a reputable finance institution located at 2126 North Perryville Road in Rockford, Illinois, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our advisors are here to provide expert guidance and support. Trust Morgan Stanley Financial Advisors to help you navigate the complexities of the financial world and secure a prosperous future.

Symmetry Financial Advisors is a reputable finance institution located at 6833 Stalter Drive in Rockford, Illinois, United States. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help individuals and families achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, our advisors are here to guide you every step of the way. With a focus on symmetry and balance in our approach, we strive to create customized financial solutions that align with your unique needs and aspirations. Trust Symmetry Financial Advisors to help you secure a stable and prosperous financial future.

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.

Kevin Heideman is a Financial Advisor at Ameriprise Financial Services, LLC located at 839 North Perryville Road in Rockford, Illinois, United States. He holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kevin Heideman is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. His extensive training and experience make him a trusted advisor in the field of finance.

Focus Financial Advisors is a leading finance institution located at 6870 Rote Road in Rockford, Illinois, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our team is here to provide expert guidance and support every step of the way. Trust Focus Financial Advisors to help you navigate the complexities of the financial world and secure a brighter financial future.

James P Michelsen is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 7160 Argus Drive in Rockford, Illinois, United States. James holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate James' expertise in asset management, retirement planning, estate planning, investment analysis, and financial planning for individuals, retirees, small business owners, high net worth clients, and those with special needs. Whether you are in need of financial advice for retirement, investments, estate planning, or insurance products, James P Michelsen at Ameriprise Financial Services, LLC is equipped to provide you with comprehensive and personalized financial solutions.

Edward Jones - Financial Advisor: Scott Jeffrey is a trusted finance institution located at 881 South Perryville Road in Rockford, Illinois, United States. Scott Jeffrey is a dedicated and experienced financial advisor who provides personalized investment advice and financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or build wealth for the future, Scott Jeffrey can help create a customized financial strategy tailored to your unique needs and objectives. With a commitment to integrity, transparency, and excellent customer service, Edward Jones - Financial Advisor: Scott Jeffrey is a top choice for individuals seeking reliable and professional financial guidance.

C Eddie Stevens Income Tax Services is a reputable accounting and finance institution located at 1622 Iris Avenue in Rockford, Illinois. With years of experience in the industry, our team of professionals is dedicated to providing top-notch income tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or consulting, we are here to assist you every step of the way. Trust C Eddie Stevens Income Tax Services for all your financial needs.

Midwest Small Bus Accounting & Tax is a trusted institution located at 1463 South Bell School Road in Rockford, Illinois, United States. Specializing in accounting and finance services, our team of experts is dedicated to helping small businesses navigate their financial needs with precision and care. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, we are here to provide personalized solutions tailored to your specific needs. Trust Midwest Small Bus Accounting & Tax for all your accounting and financial needs.

Mashburn Tax Advisors LLC is a reputable accounting and finance institution located at 611 South Rockford Avenue in Rockford, Illinois, United States. Our team of experienced professionals is dedicated to providing top-notch tax advisory services to individuals and businesses. Whether you need help with tax planning, preparation, or compliance, we are here to assist you every step of the way. Trust Mashburn Tax Advisors LLC to help you navigate the complexities of the tax system and achieve financial success.

Crosby Tax Services is a reputable accounting and finance institution located at 1111 South Alpine Road in Rockford, Illinois, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. From tax preparation to financial planning, Crosby Tax Services is dedicated to helping clients navigate the complexities of the tax system and achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Lucas Group Financial Advisors CPAs is a reputable institution located in Rockford, Illinois, specializing in accounting and finance services. Our team is committed to helping clients articulate their financial goals, creating comprehensive plans, and regularly reviewing progress to ensure those goals are met. We focus on educating clients on their financial options and providing guidance to make confident decisions. Whether you are an individual seeking financial advice or a business owner looking to streamline operations, our tax planning and audit services can help alleviate responsibilities and free up your time. We are affiliated with Regulus Financial Group, LLC and Regal Investment Advisors, offering a range of investment options and advisory services to suit your needs.

Merrill Lynch Financial Advisor Thomas R Sullivan is a finance institution located at 973 Featherstone Road, Suite 340, Rockford, Illinois, United States. They prioritize understanding your life goals and aspirations to create a personalized financial plan tailored to you and your family. By starting with a conversation to identify your priorities, they aim to help you achieve meaningful financial success. Through tools such as the Investment Personality Assessment, they gain a deeper understanding of your investment preferences to customize their approach. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer a range of financial solutions and investment strategies to help you pursue your goals and navigate changes in the market and in your life. With recognition from Forbes and a team of experienced professionals, Merrill Lynch Financial Advisor Thomas R Sullivan is dedicated to helping you achieve your financial goals.

Dan Showers - RBC Wealth Management Financial Advisor is a trusted financial institution located at 2215 Perry Green Way in Rockford, Illinois. As a dedicated financial advisor, Dan Showers provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Dan offers expert advice and guidance on investment strategies, retirement planning, and wealth preservation. Whether you are looking to grow your assets or secure your financial future, Dan Showers - RBC Wealth Management Financial Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

U.S. Bancorp Investments - Financial Advisors: Craig Homb is a finance institution located at 6940 Villagreen View in Rockford, Illinois, United States. With a team of experienced financial advisors led by Craig Homb, this institution offers a wide range of investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for your children's education, U.S. Bancorp Investments is dedicated to providing personalized and expert advice to meet your individual needs. Visit us today and start building a secure financial future with our trusted team of professionals.

Merrill Lynch Financial Advisor John C Larson is a finance institution located at 973 Featherstone Road, Rockford, Illinois, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The financial advisors at Merrill Lynch Wealth Management focus on your family, goals, and priorities, adapting to changes over time. They start every relationship with a conversation to identify and prioritize your most important goals. By utilizing the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. The advisors at Merrill Lynch work with you to develop a personalized plan to help manage, grow, and preserve your wealth while considering the impact for years to come. They regularly review and adjust your financial approach to keep you on track towards achieving your goals. With access to investment insights and banking solutions, they aim to help address your financial needs effectively. Merrill Lynch Financial Advisor John C Larson is committed to understanding you and what matters most to you, providing personalized investment strategies and comprehensive financial solutions tailored to your unique needs and priorities. They offer the latest investment insights, tips, and strategies to help you live your best financial life. Certified by the Certified Financial Planner Board of Standards, Inc., Merrill Lynch Financial Advisor John C Larson ensures that you receive expert advice and guidance to help you achieve your financial goals.

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.

Merrill Lynch Financial Advisor Andrew D West is a finance institution located at 973 Featherstone Road in Rockford, Illinois, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting to changes over the years. Beginning with a conversation to identify and prioritize your goals, the team at Merrill will work with you to customize a financial approach that aligns with your aspirations. Utilizing the Investment Personality Assessment, they aim to understand your investing preferences and tailor their recommendations accordingly. With access to the investment insights of Merrill and banking solutions from Bank of America, they will develop a comprehensive approach to address your financial needs and help you achieve your goals. The team at Merrill Lynch Wealth Management Advisors is committed to understanding your unique situation and crafting a personalized investment strategy to meet your needs. With a focus on your life priorities and financial goals, they will help you navigate market fluctuations and changes in your life to stay on track towards financial success. Let Merrill Lynch help you achieve your goals with their dedicated one-on-one relationship and personalized financial solutions.

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.

Edward Jones - Financial Advisor: Carl Gnewuch, CFP® is a reputable finance institution located at 1641 North Alpine Road in Rockford, Illinois, United States. As a Certified Financial Planner, Carl Gnewuch offers expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Carl Gnewuch, CFP® provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for education, or investing for the future, Carl Gnewuch and his team are dedicated to helping you make informed decisions and secure your financial future.

Edward Jones - Financial Advisor: Mary-Fran Damico is a reputable finance institution located at 5919 Forest Hills Road in Rockford, Illinois, United States. Mary-Fran Damico is a seasoned financial advisor who offers personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Mary-Fran Damico provides expert guidance and tailored solutions to help clients secure their financial future. Whether you are planning for retirement, saving for college, or looking to grow your investments, Edward Jones - Financial Advisor: Mary-Fran Damico is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Karre J Cromwell is a reputable finance institution located at 7144 Kleckner Road in Rockford, Illinois, United States. As a trusted financial advisor, Karre J Cromwell provides personalized and comprehensive 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 - Financial Advisor: Karre J Cromwell is committed to providing top-notch financial advice and guidance to individuals and families in the Rockford area. Whether you are planning for retirement, saving for your child's education, or investing for the future, Karre J Cromwell is dedicated to helping you navigate the complexities of the financial world and make informed decisions.

Edward Jones - Financial Advisor: Chris Johnson is a trusted financial institution located at 1463 South Bell School Road in Rockford, Illinois, United States. Specializing in finance, Chris Johnson provides expert advice and personalized financial planning services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Chris Johnson is dedicated to helping individuals and businesses make sound financial decisions for a secure future.