Top Rated Financial Advisors in Rockford, Illinois

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Rockford, Illinois is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Rockford, Illinois with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Rockford, Illinois near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Savant Wealth Management

Savant Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2019 and provides financial services to clients in the Rockford, Illinois area.

Rockford, IL

Telephone Advisor

Telephone: 866-489-0500

Visit Advisor Website

https://savantwealth.com/

View Research Report

Additional Information:

Years of Experience:
35 Years

Fee Structure


• Fee-Only
• Based on Assets

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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Name(s) of Custodian(s):
Schwab, TD Ameritrade, Fidelity

Michael Stewart

Crystal Lake Tax & Financial Inc

CFP^®, RFC^®

Michael Stewart, a financial fiduciary, provides financial services to clients in the Crystal Lake, Illinois area. Michael holds a CFP^®, RFC^® certification. Michael has over 21 years of experience.

Crystal Lake, IL

Telephone Advisor

Telephone: 815-526-3092

Visit Advisor Website

https://www.crystallaketax.com

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Additional Information:

Years of Experience:
21 Years

Fee Structure


• Fee-Based
• Flat Fee
• Based on Assets

Asset Requirement: $50,000

Name(s) of Custodian(s):
TD Ameritrade Institutional

Jacobson & Schmitt Advisors, LLC

CFP^®, CPWA^®, EA, CFA^®

Jacobson & Schmitt Advisors, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Middleton, Wisconsin area.

Middleton, WI

Telephone Advisor

Telephone: 608-662-7500

Visit Advisor Website

www.jandsadvisors.com

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Flat Fee
• Based on Assets

Asset Requirement: $0

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
View More

Name(s) of Custodian(s):
Charles Schwab

Allworth Financial

AIF^®, BFA^", CDFA^", RFC^®

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Riverwoods, Illinois area.

Riverwoods, IL

Telephone Advisor

Telephone: 888-242-6766

Visit Advisor Website

https://allworthfinancial.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Based

Financial Services Provided:


• Retirement Planning
• Tax Advice and Services
• Estate Planning & Trusts

Name(s) of Custodian(s):
TD Ameritrade