Robert W. Baird & Co. Incorporated

Finance & Insurance >> Estate Financial Planning

Robert W. Baird & Co. Incorporated

2601 Reid Farm Rd Ste A
Rockford, IL 61114 | map | directions

Ned Gillette, Branch Manager, Director

(815) 636-5200 | (815) 636-5224 | fax: (815) 636-5250

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Every client's financial goals and personal investment preferences are unique. As Financial Advisors, our job is to understand who you are and what you want your assets to accomplish. Baird provides us access to a broad pool of research, resources and planning expertise that we draw from to design customized solutions based on our knowledge of your specific needs. Backed by Baird’s experts in equity and fixed income research, portfolio construction, asset manager research and more, your Baird Financial Advisor will set up, implement and monitor a portfolio strategy designed to keep you on track toward your goals. With your trusted advisor’s guidance and insight, you would be able to stay as hands-on – or hands-off – as you like, giving you complete confidence that you’re on the path to a more secure future.

Products and Services

FINANCIAL AND ESTATE PLANNING
Retirement and education planning
Tax planning
Wealth transfer
Charitable giving

INVESTMENT MANAGEMENT
Portfolio management
Comprehensive advisory solutions
Brokerage services
Cash management

RISK AND LIABILITY MANAGEMENT
Income protection strategies
UITs Lending services

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	(Date: 7/3/2022)

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