United Capital Financial Advisors - Rockford (IL)

Emily Austin I have been in a networking group with Ryan and have found him to be person of high character and integrity. His professionalism and knowledge of his field is excellent.

Jaiden Patel I love your kindness

Stephanie Skromme I have dealt with 5 banks in the past month since my dad’s passing. Heartland bank has been the worst and hardest to deal with. Every time I go in there they have to “review” documents even though I have legal signed under oath paperwork from our attorney that is needed. I understand them wanting to protect themselves but there were excessive with their requests (even our attorney agrees this was not necessary of them). I will never bank with them or recommend anyone too. Much easier and friendly banks out there.

C D Thompson Chris will do everything he can to make sure you are protected, he is there when you need him.

Jennifer ODonnell Dan is a knowledgeable and down to earth advisor. I feel comfortable having him assist me with my investment needs.

Karen Long “I can’t recommend Carlene Abraham enough! Her expertise, professionalism, and genuine care for her clients truly set her apart from previous advisors that I have worked with. From our very first meeting, Carlene took the time to understand my financial goals, challenges, and priorities. She provided clear, personalized advice and created a comprehensive plan that aligned perfectly with my needs. What I appreciated most was how approachable and patient Carlene was. She explained complex financial concepts in a way that was easy to understand, ensuring I felt confident in every decision we made. Her proactive approach and attention to detail have given me peace of mind, knowing my financial future is in excellent hands. Thanks to Carlene, I’ve seen significant progress toward my goals. I truly value her guidance and couldn’t imagine navigating my finances without her. Highly recommended!”