Rockford, Rock River Valley, Northern Illinois Financial Planning, Investments

Stifel - The Luedke Investment Group

6952 Rote Rd Ste 100
Rockford, IL 61107

Jeff Luedke

(815) 654-5500

(888) 699-8019

Member Since: 2019

Our team has developed and refined a process to help pre-retirees put all the pieces of their financial puzzle together. It's a dynamic process that adapts as their needs change and their lives evolve. We call it the 3D River Process.

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MainStreet Financial Group

6735 Vistagreen Way Ste 200
Rockford, IL 61107 5654

Herbert Allen, III

(815) 965-4000

(855) 668-9859

Member Since: 2001

Financial and Investment Education and Advisement to Individuals and Businesses

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SVA Financial Group

2990 N Perryville Rd Ste 4128B
Rockford, IL 61107

Ray C. Schenk, CFP®, CTFA, CHFC®, CLU®, Wealth Manager, SVA Wealth Management, and Trust Officer, SVA Trust Company

(815) 316-0606

Member Since: 2019

SVA Financial Group believes quality service, while meeting the unique needs of each of our clients, is the key to maintaining long-term relationships.

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Northwestern Mutual

1252 Bell Valley Rd #100
Rockford, IL 61108

Hayley Peterson

(815) 398-6636

Member Since: 2003

Complimentary financial planning with personal, business, wealth management, trust and estate planning specialists. Leverage Northwestern’s Mutuality to your benefit!

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First Community Credit Union

6079 E Riverside Blvd
Rockford, IL 61114

Jack Gill

(815) 316-3052

(800) 219-8408

Member Since: 2014

Serving and supporting the Stateline area since 1933.

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The Harvard State Bank

2470 Eastrock Dr
Rockford, IL 61108

Jennifer Cox

(815) 397-3111

(815) 943-4400

Member Since: 1997

As part of The Harvard State Bank we have been "Helping Communities Grow" since 1866. We offer a complete line of banking services.

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Robert W. Baird & Co. Incorporated

2601 Reid Farm Rd Ste A
Rockford, IL 61114

Ned Gillette, Branch Manager, Director

(815) 636-5200

(815) 636-5224

Member Since: 1971

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.

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Associated Bank

612 N Main St
Rockford, IL 61103 6967

Thomas E. Kress

(815) 987-3500

Member Since: 1942

"Where business banks in the Rock Valley. Community Bankers with the resources of a big bank."

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Wipfli LLP

4949 Harrison Ave Ste 300
Rockford, IL 61108

Shereen McMahon

(815) 399-7700

Member Since: 1970

Wipfli CPA's and Consultants ranks among the top accounting and business consulting firms in the nation.

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Midland States Bank

1700 N Alpine Rd
Rockford, IL 61107

Michael E. Abate

(815) 398-6500

Member Since: 1978

Midland States Bancorp, Inc. is a community-based financial institution that provides a full range of commercial and consumer banking services, as well as expert assistance to help customers meet their financial goals.

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