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  • About Us
    • Contact
  • Find a Member
  • Membership
    • Member Login
    • Become a Member
    • Chairman's Club
  • Calendar of Events
  • Get Engaged
    • Recognize a Leader
    • Increase Your Exposure
    • Dive Deeper
    • Leadership Rockford >
      • Leadership Rockford/CAP Alumni
    • Advantage Clubs / BNGroups
    • Illinois SBDC
    • Presentation Proposals
    • Blog
  • Resources
    • Community Priority Series
    • The Voice >
      • Current Issue - The Voice
    • The Voice Now
    • Job Board

Rockford, Rock River Valley, Northern Illinois Investment Services

Rockford, Rock River Valley, Northern Illinois Investment Services

 
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COUNTRY Financial - Dave Mace
COUNTRY Financial - Dave Mace
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Platinum Member
1487 N State St
Belvidere, IL 61008
Dave MaceDave Mace
Work Phone: (815) 547-3912(815) 547-3912
Member Since: 2022
COUNTRY Financial® started more than 95 years ago, providing fire and lightning insurance for farmers in Illinois. Since then, we have expanded to 19 states with coverage for farms, crops, homes, cars, businesses, and your future.
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Edward Jones - Michelle Bowman, AAMS™, CRPC™, Financial Advisor
Edward Jones - Michelle Bowman, AAMS™, CRPC™, Financial Advisor
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Platinum Member
2715 N Main St
Rockford, IL 61103
Work Phone: (815) 636-6665(815) 636-6665
Member Since: 2013
When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step by step approach to identify your goals and develop specific strategies to help you achieve them.
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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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COUNTRY Financial Agency Office
COUNTRY Financial Agency Office
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Platinum Member
7025 Rote Rd Ste 101
Rockford, IL 61107
Robert AndersonRobert Anderson
Work Phone: (815) 633-9313(815) 633-9313
Member Since: 2022
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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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COUNTRY Financial - Justine Johnson Country Financial Insurance Agency
COUNTRY Financial - Justine Johnson Country Financial Insurance Agency
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Platinum Member
5301 E State St Ste 315B
Rockford, IL 61108
Justine JohnsonJustine Johnson
Work Phone: (815) 491-7026(815) 491-7026
Member Since: 2022
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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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Edward Jones - Karre J. Cromwell, Financial Advisor
Edward Jones - Karre J. Cromwell, Financial Advisor
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Platinum Member
7144 Kleckner Rd Ste B
Rockford, IL 61107
Work Phone: (815) 977-4681(815) 977-4681
Member Since: 2019
Email: karre.cromwell@edwardjones.com
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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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Edward Jones - Financial Advisor: Jenny Redington, CFP®, CRPC™
Edward Jones - Financial Advisor: Jenny Redington, CFP®, CRPC™
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Platinum Member
4021 N Mulford Rd
Loves Park , IL 61111
Work Phone: (815) 637-1668(815) 637-1668
Member Since: 2018
Investment services - We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets.
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Edward Jones - Financial Advisor: Erna Colborn, AAMS™, CRPS™, ABFP™
Edward Jones - Financial Advisor: Erna Colborn, AAMS™, CRPS™, ABFP™
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Platinum Member
483 N Mulford Rd Ste 103
Rockford, IL 61107
Work Phone: (815) 315-1808(815) 315-1808
Member Since: 2018
When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them.
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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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Edward Jones – Financial Advisor: Chris Johnson
Edward Jones – Financial Advisor: Chris Johnson
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Platinum Member
1463 S Bell School Rd Ste 2
Rockford, IL 61108
Work Phone: (815) 397-5169(815) 397-5169
Member Since: 2021
Email: chris.johnson@edwardjones.com
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Edward Jones - Lea Evers, CFP®, AAMS®, CRPS®,  Financial Advisor
Edward Jones - Lea Evers, CFP®, AAMS®, CRPS®, Financial Advisor
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Platinum Member
5412 Bridge St Ste B
Roscoe, IL 61073
Work Phone: (815) 623-8966(815) 623-8966
Member Since: 2019
Whether you want to plan for retirement, save for college, reduce your tax bills, or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term.
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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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Edward Jones -  Financial Advisor: Jen Reisinger, AAMS™, CRPS™
Edward Jones - Financial Advisor: Jen Reisinger, AAMS™, CRPS™
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Platinum Member
4949 Harrison Ave Ste 128
Rockford, IL 61108 7987
Work Phone: (815) 397-5157(815) 397-5157
Member Since: 2015
We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets.
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Edward Jones - Financial Advisor: Maren Sanders, AAMS™
Edward Jones - Financial Advisor: Maren Sanders, AAMS™
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Platinum Member
109 N Show Place Dr Ste 1
Rockford , IL 61107
Work Phone: (815) 332-5788(815) 332-5788
Member Since: 2018
We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets.
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COUNTRY Financial - Greg Hansen, Financial Advisor
COUNTRY Financial - Greg Hansen, Financial Advisor
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Platinum Member
4087 N Perryville Rd
Rockford, IL 61107
Greg HansenGreg Hansen
Work Phone: (815) 282-7544(815) 282-7544
Member Since: 2023
Multi-line insurance representative including: home, auto, commercial, farm, life, health, and financial planning including retirement, education, funding, and rollovers
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COUNTRY Financial - Ann Derry
COUNTRY Financial - Ann Derry
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Platinum Member
4087 N Perryville Rd
Loves Park, IL 61111
Ann DerryAnn Derry
Work Phone: (815) 282-7544(815) 282-7544
Member Since: 2022
COUNTRY Financial® started more than 95 years ago, providing fire and lightning insurance for farmers in Illinois. Since then, we have expanded to 19 states with coverage for farms, crops, homes, cars, businesses, and your future.
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Edward Jones - Financial Advisor: Bryan G. Orvis
Edward Jones - Financial Advisor: Bryan G. Orvis
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Platinum Member
4059 N Perryville Rd
Loves Park, IL 61111
Work Phone: (815) 654-1463(815) 654-1463
Member Since: 2018
Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals.
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Wells Fargo Advisors, Zachary J. Buchanan, CFP®, First Vice President-Investment Officer, Buchanan Investment Group
Wells Fargo Advisors, Zachary J. Buchanan, CFP®, First Vice President-Investment Officer, Buchanan Investment Group
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6801 Spring Creek Rd Ste 1A
Rockford, IL 61114
Zachary BuchananZachary Buchanan
Work Phone: (815) 654-6200(815) 654-6200
Member Since: 2010
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Rock Cut Investment Group of RBC Wealth Management
Rock Cut Investment Group of RBC Wealth Management
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2215 Perrygreen Way Ste A
Rockford, IL 61107
Matthew Montalbano, CPFA®Matthew Montalbano, CPFA®
Work Phone: (815) 636-4000(815) 636-4000
Member Since: 1994
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LaLoggia Investment Group of Wells Fargo Advisors
LaLoggia Investment Group of Wells Fargo Advisors
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6801 Spring Creek Road Ste 1A
Rockford, IL 61114
Erich Vargaz, CFP®Erich Vargaz, CFP®
Work Phone: (815) 921-0503(815) 921-0503
(800) 782-6137(800) 782-6137
Member Since: 2021
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