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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 >
      • Government Affairs Council
    • 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
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Rockford, Rock River Valley, Northern Illinois Retirement Planning

Rockford, Rock River Valley, Northern Illinois Retirement Planning

 
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Family Defined Benefits, LLC
Family Defined Benefits, LLC
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Platinum Member
6815 Weaver Rd Ste 100
Rockford, IL 61114
Nick NardulliNick Nardulli
Work Phone: (815) 997-1779(815) 997-1779
Member Since: 2023
Estate Planning Wealth Management Company
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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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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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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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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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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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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 - Bryan G. Orvis, Financial Advisor
Edward Jones - Bryan G. Orvis, Financial Advisor
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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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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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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 - Maren Sanders, AAMS®, Financial Advisor
Edward Jones - Maren Sanders, AAMS®, Financial Advisor
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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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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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Edward Jones - Erna Colborn, AAMS™, CRPS™, ABFP™, Financial Advisor
Edward Jones - Erna Colborn, AAMS™, CRPS™, ABFP™, Financial Advisor
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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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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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Edward Jones - Jenny Redington, CFP®, CRPC™, Financial Advisor
Edward Jones - Jenny Redington, CFP®, CRPC™, Financial Advisor
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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
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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Edward Jones - Jen Reisinger, AAMS®, CRPS®, Financial Advisor
Edward Jones - Jen Reisinger, AAMS®, CRPS®, Financial Advisor
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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 - Chris Johnson, Financial Advisor
Edward Jones - Chris Johnson, Financial Advisor
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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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308 W State St, Suite 350  |  Rockford, IL 61101
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