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

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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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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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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Midland States Bank

6838 E State St
Rockford, IL 61108

Melissa Johnson

(815) 231-1662

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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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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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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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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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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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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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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Anchor Wealth Management

4949 Harrison Ave Ste 110
Rockford, IL 61108

Chris DeSchepper

(815) 201-5011

Member Since: 2020

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Stillman Bank

8492 E State St
Rockford, IL 61108

Martin Larson

(815) 332-8100

Member Since: 1998

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RSM US LLP

1252 Bell Valley Rd Ste 300
Rockford, IL 61108

Pat Shaw

(815) 231-7400

Member Since: 1941

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Raymond James & Associates

4443 Marsh Hawk Dr
Loves Park, IL 61111 4404

Scott Stauffer

(815) 654-9999

Member Since: 2005

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Merrill Lynch

6958 Spring Creek Rd
Rockford, IL 61114

David Casalena, CIMA

(815) 654-6363

(815) 654-6351

Member Since: 1992

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Morgan Stanley - The Custer/Meisch Group

2126 N Perryville Rd
Rockford, IL 61107

James P. Meisch

(815) 639-4100

Member Since: 2011

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Ameriprise Financial

6735 Vistagreen Way Ste 110
Rockford, IL 61107

Steven King

(815) 637-9400

Member Since: 2006

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Savant Wealth Management

190 Buckley Dr
Rockford, IL 61107 5839

Brent Brodeski

(815) 227-0300

Member Since: 1995

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Pathfinder Wealth Management, Inc.

6981 Redansa Dr
Rockford, IL 61108

Philip A. Guske

(815) 399-9806

Member Since: 1998

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Ameriprise Financial - Joan Kelley, CFP, CPA

7160 Argus Dr Ste 102
Rockford, IL 61107

Joan Kelley

(815) 399-3311

Member Since: 2014

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Focus Financial Advisors, Inc.

6870 Rote Rd Ste 101
Rockford, IL 61107 2690

Jon Aldrich, CPA, CFP®

(815) 633-8844

Member Since: 2000

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Klaas Financial Asset Advisors, LLC

4707 Perry Ridge Ln
Loves Park, IL 61111 4412

Maleeah Cuevas

(815) 877-8440

Member Since: 1995

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Ameriprise Financial - Aspire Financial Group

7160 Argus Dr Ste 102
Rockford, IL 61107

Lana M. Engen

(815) 399-3311

Member Since: 2014

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Ameriprise Financial

6870 Rote Rd Ste 102
Rockford, IL 61107

David Boccignone

(815) 708-6112

Member Since: 2011

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CYRS Wealth Advisors LLC

1111 S Alpine Rd Ste 701
Rockford, IL 61108

David M. Cyrs

(815) 316-1111

Member Since: 2010

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

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