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  • Calendar of Events
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    • Recognize a Leader
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Rockford, Rock River Valley, Northern Illinois Financial Planning, Investments

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

 
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Byron Bank - Davis Junction
Byron Bank - Davis Junction
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Platinum Member
5653 N Junction Way
Davis Junction, IL 61020
Ethan JohnsonEthan Johnson
Work Phone: (815) 645-2610(815) 645-2610
Member Since: 2022
At Byron Bank, we are founded on a rich history of helping people, businesses and communities succeed. We are committed to providing exceptional service while building strong relationships throughout the areas we serve.
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MainStreet Financial Group
MainStreet Financial Group
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Platinum Member
6735 Vistagreen Way Ste 200
Rockford, IL 61107 5654
Herbert Allen, IIIHerbert Allen, III
Work Phone: (815) 965-4000(815) 965-4000
(855) 668-9859(855) 668-9859
Member Since: 2001
Financial and Investment Education and Advisement to Individuals and Businesses
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Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated
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Platinum Member
2601 Reid Farm Rd Ste A
Rockford, IL 61114
Ned Gillette, Branch Manager, DirectorNed Gillette, Branch Manager, Director
Work Phone: (815) 636-5200(815) 636-5200
(815) 636-5224(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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Blackhawk Bank
Blackhawk Bank
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Platinum Member
2475 N Perryville Rd
Rockford, IL 61107
Dave AdkinsDave Adkins
Work Phone: (815) 636-4371(815) 636-4371
Member Since: 1996
Established in 1881, Blackhawk Bank serves individuals, families and business owners.
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Midland States Bank
Midland States Bank
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Platinum Member
6838 E State St
Rockford, IL 61108
Melissa JohnsonMelissa Johnson
Work Phone: (815) 231-1662(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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Northwestern Mutual
Northwestern Mutual
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Platinum Member
1252 Bell Valley Rd #100
Rockford, IL 61108
Hayley PetersonHayley Peterson
Work Phone: (815) 398-6636(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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Wipfli LLP
Wipfli LLP
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Platinum Member
4949 Harrison Ave Ste 300
Rockford, IL 61108
Shereen McMahonShereen McMahon
Work Phone: (815) 399-7700(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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Byron Bank - Poplar Grove
Byron Bank - Poplar Grove
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Platinum Member
11159 Hwy 76
Poplar Grove , IL 61065
Thana ReemtsmaThana Reemtsma
Work Phone: (815) 323-1452(815) 323-1452
Member Since: 2022
At Byron Bank, we are founded on a rich history of helping people, businesses and communities succeed. We are committed to providing exceptional service while building strong relationships throughout the areas we serve.
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Byron Bank
Byron Bank
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Platinum Member
200 N Walnut St
Byron, IL 61010
Brent BakerBrent Baker
Work Phone: (815) 234-2561(815) 234-2561
Member Since: 2022
At Byron Bank, we are founded on a rich history of helping people, businesses and communities succeed. We are committed to providing exceptional service while building strong relationships throughout the areas we serve.
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Associated Bank
Associated Bank
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Platinum Member
612 N Main St
Rockford, IL 61103 6967
Michael PuraMichael Pura
Work Phone: (815) 987-3500(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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First Community Credit Union
First Community Credit Union
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Platinum Member
6079 E Riverside Blvd
Rockford, IL 61114
Jack GillJack Gill
Work Phone: (815) 316-3052(815) 316-3052
(800) 219-8408(800) 219-8408
Member Since: 2014
Serving and supporting the Stateline area since 1933.
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Lucas Group Financial Advisors + CPAs
Lucas Group Financial Advisors + CPAs
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1617 Temple Ln
Rockford , IL 61112
Luke BegginLuke Beggin
Work Phone: (815) 964-9955(815) 964-9955
Member Since: 2012
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Stillman Bank
Stillman Bank
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8492 E State St
Rockford, IL 61108
Martin LarsonMartin Larson
Work Phone: (815) 332-8100(815) 332-8100
Member Since: 1998
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Klaas Financial Asset Advisors, LLC
Klaas Financial Asset Advisors, LLC
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4707 Perry Ridge Ln
Loves Park, IL 61111 4412
Maleeah CuevasMaleeah Cuevas
Work Phone: (815) 877-8440(815) 877-8440
Member Since: 1995
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Ameriprise Financial - Aspire Financial Group
Ameriprise Financial - Aspire Financial Group
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7160 Argus Dr Ste 102
Rockford, IL 61107
Lana M. EngenLana M. Engen
Work Phone: (815) 399-3311(815) 399-3311
Member Since: 2014
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CYRS Wealth Advisors LLC
CYRS Wealth Advisors LLC
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1111 S Alpine Rd Ste 701
Rockford, IL 61108
David M. CyrsDavid M. Cyrs
Work Phone: (815) 316-1111(815) 316-1111
Member Since: 2010
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Morgan Stanley - The Custer/Meisch Group
Morgan Stanley - The Custer/Meisch Group
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2126 N Perryville Rd
Rockford, IL 61107
James P. MeischJames P. Meisch
Work Phone: (815) 639-4140(815) 639-4140
Member Since: 2011
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Savant Wealth Management
Savant Wealth Management
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190 Buckley Dr
Rockford, IL 61107 5839
Brent BrodeskiBrent Brodeski
Work Phone: (815) 227-0300(815) 227-0300
Member Since: 1995
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Raymond James & Associates
Raymond James & Associates
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4443 Marsh Hawk Dr
Loves Park, IL 61111 4404
Scott Stauffer, CFPScott Stauffer, CFP
Work Phone: (815) 654-4375(815) 654-4375
(877) 297-8144(877) 297-8144
Member Since: 2005
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Merrill Lynch
Merrill Lynch
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973 Featherstone Rd Ste 340
Rockford, IL 61107 5908
David Casalena, CIMADavid Casalena, CIMA
Work Phone: (815) 654-6363(815) 654-6363
(815) 654-6351(815) 654-6351
Member Since: 1992
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Focus Financial Advisors
Focus Financial Advisors
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6870 Rote Rd Ste 101
Rockford, IL 61107 2690
Jon Aldrich, CPA, CFP®Jon Aldrich, CPA, CFP®
Work Phone: (815) 633-8844(815) 633-8844
Member Since: 2000
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Ameriprise Financial - Studio Wealth Advisory Group
Ameriprise Financial - Studio Wealth Advisory Group
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6870 Rote Rd Ste 102
Rockford, IL 61107
David BoccignoneDavid Boccignone
Work Phone: (815) 708-6112(815) 708-6112
Member Since: 2011
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Ameriprise Financial - Luminaire Financial Group
Ameriprise Financial - Luminaire Financial Group
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7160 Argus Dr Ste 102
Rockford, IL 61107
Joan Kelley, CFP, CPAJoan Kelley, CFP, CPA
Work Phone: (815) 399-3311(815) 399-3311
Member Since: 2014
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308 W State St, Suite 350  |  Rockford, IL 61101
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