9 advisors with offices in Rockford. Credentials, fee structures, and minimums are disclosed on each listing.
Rockford, Illinois
CYRS Wealth Advisors LLC, based in Rockford, Illinois, provides investment management, financial planning, and retirement planning services. The firm offers wealth management and retirement planning support to clients.
View detailsRockford, Illinois
Clear Perspective Advisors is located in Rockford, Illinois and offers financial planning and investment management services. The firm operates primarily in English.
View detailsRockford, Illinois
Creative Planning in Rockford, Illinois provides estate planning, financial planning, insurance analysis, and investment management services. The firm specializes in estate planning for its clients in the area.
View detailsRockford, Illinois
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.
View detailsRockford, Illinois
Insurance-Based
Northwestern Mutual operates from Rockford, Illinois, offering insurance planning, investment management, and wealth management services. The firm provides financial planning, insurance analysis, and investment management to clients. Services are conducted in English.
View detailsRockford, Illinois
Orange Horizon Wealth is located in Rockford, Illinois and serves clients in English. The firm maintains a 5-star rating on Google based on 16 reviews.
View detailsRockford, Illinois
Symmetry Financial Advisors is based in Rockford, Illinois and offers financial planning and investment management services. The firm specializes in investment management and operates primarily in English. With a 5-star rating across 24 Google reviews, the firm maintains a visible presence in its local market.
View detailsRockford, Illinois
UMB Private Wealth Management Center, located in Rockford, Illinois, provides investment management, wealth management, and financial planning services. The firm serves clients in English.
View detailsRockford, Illinois
United Capital Financial Advisors, based in Rockford, Illinois, provides financial planning and investment management services. The firm specializes in retirement planning and investment management for its clients.
View detailsAdvisors serving Rockford specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Illinois's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.