Jon Aldrich, CPA, CFP® - Financial Advisor at Farther

Rockford, Illinois

Call (815) 633-8844 Visit website →

About

Jon Aldrich, CPA, CFP® is a financial advisor based in Rockford, Illinois who specializes in estate planning. He holds both Certified Financial Planner and Certified Public Accountant credentials.

Specialties

Estate Planning

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

CPA

Certified Public Accountant

Accounting and tax expertise, valuable for tax-focused financial planning

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