Find the Best 15 Finance services in Rockford, IL
Explore the most finance services in in Rockford, IL. Compare customer reviews, locations, and services to find the right financial partner for your needs.
| Banking & Credit | Address |
| 1 | Rockford Retirement Planning, Inc. | 555 S Perryville Rd Suite 209, Rockford, IL 61108 |
| 2 | Merrill Lynch Wealth Management | 973 Featherstone Rd, Rockford, IL 61107 |
| 3 | MainStreet Financial Group | 6885 Vistagreen Way Suite C, Rockford, IL 61107 |
| 4 | Waterside Financial Advisors | 124 N Water St Suite 204, Rockford, IL 61107 |
| 5 | World Finance | 5301 E State St Suite 108 and 109, Rockford, IL 61108 |
| 6 | RBC Wealth Management Branch - Rockford | 2215 Perrygreen Way Suite A, Rockford, IL 61107 |
| 7 | Jacob Fitzgerald - Financial Advisor, Ameriprise Financial Services, LLC | 6068 Palo Verde Dr Ste 3, Rockford, IL 61114 |
| 8 | Justine Johnson - COUNTRY Financial Agent | 5301 E State St # 318, Rockford, IL 61108 |
| 9 | World Financial Group Inc | 1935 S Alpine Rd, Rockford, IL 61108 |
| 10 | Lucas Group Financial Advisors + CPAs | 1617 Temple Ln, Rockford, IL 61112 |
| 11 | Savant Wealth Management | 190 Buckley Dr, Rockford, IL 61107 |
| 12 | Providence Wealth Management | 5906 Elaine Dr suite 110, Rockford, IL 61108 |
| 13 | Banquet Financial | 1070 W Riverside Blvd, Rockford, IL 61103 |
| 14 | Morgan Stanley Financial Advisors | 2126 N Perryville Rd, Rockford, IL 61107 |
| 15 | Heights Finance | 5301 E State St, Rockford, IL 61108 |
1.Rockford Retirement Planning, Inc.
Address: 555 S Perryville Rd Suite 209, Rockford, IL 61108
images Rockford Retirement Planning, Inc.
(83) user ratings total:
Darcey Trotter Tony is very patient and knowledgeable. As a single woman nearing retirement age, he puts me at ease and explains things in a way I can understand. I appreciate his honesty and genuine concern for his clients.
5 /5
2.Merrill Lynch Wealth Management
Address: 973 Featherstone Rd, Rockford, IL 61107
(8) user ratings total:
Abdulrazaq Saleh Great service and sound advice! I talked to Steve.
5 /5
3.MainStreet Financial Group
Address: 6885 Vistagreen Way Suite C, Rockford, IL 61107
(7) user ratings total:
Shayleigh Nelson Jennifer Z. and her staff are amazing and knowledgeable. My husband and I are young but its never too early to start thinking about and setting up for retirement. We went into the office with just our documents from our employers and Jennifer was able to explain to us everything we needed to know for our investments. Jennifer and staff also treat their clients with the utmost respect and kindness. I would recommend Jennifer and her staff to anyone looking for sound financial advice!
5 /5
4.Waterside Financial Advisors
Address: 124 N Water St Suite 204, Rockford, IL 61107
(6) user ratings total:
Garside Steve I highly recommend Waterside. Been extremely satisfied with their service and attention to detail. A pleasure to work with. Great folks.
5 /5
5.World Finance
Address: 5301 E State St Suite 108 and 109, Rockford, IL 61108
(521) user ratings total:
Erica Freid Maricarmen Rivera was such a great help she truly help us get the best offer we could. Everyone was really sweet and it was a very quick in and out trip!
5 /5
6.RBC Wealth Management Branch - Rockford
Address: 2215 Perrygreen Way Suite A, Rockford, IL 61107
(5) user ratings total:
Julie Grice I have been very happy with this company, answered all my pointed questions.
Everything was handled professionally and quickly.
5 /5
7.Jacob Fitzgerald - Financial Advisor, Ameriprise Financial Services, LLC
Address: 6068 Palo Verde Dr Ste 3, Rockford, IL 61114
(5) user ratings total:
Emily Austin Jake took our investments and balanced our portfolio to help maximize our return. He is completely trustworthy and honest. We are very happy to have his oversight of our retirement portfolio.
5 /5
8.Justine Johnson - COUNTRY Financial Agent
Address: 5301 E State St # 318, Rockford, IL 61108
(5) user ratings total:
Asish Kurian Great service and awesome experience.
5 /5
9.World Financial Group Inc
Address: 1935 S Alpine Rd, Rockford, IL 61108
(5) user ratings total:
Patty Nunez They were very nice especially Kendall
5 /5
10.Lucas Group Financial Advisors + CPAs
Address: 1617 Temple Ln, Rockford, IL 61112
images Lucas Group Financial Advisors + CPAs
(5) user ratings total:
Rod Kimes Excellent accounting firm. Very pleased with everyone’s attention to detail. Have had the pleasure of working with them on very complex issues and they never disappoint.
5 /5
11.Savant Wealth Management
Address: 190 Buckley Dr, Rockford, IL 61107
(5) user ratings total:
Janet Shingleton I inherited some money and a friend recommended Libby with Savant. I’m so thankful that she did! Libby and her team have been exemplary in handling my money. They sat down with me and we discussed my needs and risk level and have adjusted accordingly along the way.
The funds are closely monitored and Libby keeps in contact with me and has always been available to answer my questions. The fee basis makes absolute sense: the more my investment grows, so does their small percentage of income. I have never had funds withheld for investment as the other commenter mentioned.
I am using Savant’s accountants and legal team as well, and could not be happier or more satisfied.
5 /5
12.Providence Wealth Management
Address: 5906 Elaine Dr suite 110, Rockford, IL 61108
(4) user ratings total:
Andy OConnor Always a terrific experience working with John. He is honest, responsive, and he’ll help you grow your money to meet your financial goals. You’re in great hands with Providence Wealth Management!
5 /5
13.Banquet Financial
Address: 1070 W Riverside Blvd, Rockford, IL 61103
(4) user ratings total:
Evon Herdt Awesome business to get a loan.....
5 /5
14.Morgan Stanley Financial Advisors
Address: 2126 N Perryville Rd, Rockford, IL 61107
(4) user ratings total:
Dr Clarence L. Holman They have helped my investment account grow to now 1.3 Million I’m very satisfied
5 /5
15.Heights Finance
Address: 5301 E State St, Rockford, IL 61108
(371) user ratings total:
Deb Palmeri I cant say enough how wonderful the staff at Heights Finance assist in your financial needs. Jessica and Danielle are fabulous!
I highly recommend them!!
5 /5
