Find the Best 18 Finance services in Rockford, IL (Part 2)

Tim Hardy Great guy, very helpful.

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.

Angela Newman Rude.

Greg Makulec Ive worked with Mike and his staff for about 15 years, and I couldnt be happier. Mikes always careful to make sure Im comfortable with my investment choices, and I know my money is safe with Edward Jones. Moreover, Mike and Shana are both super people, who know their business well, and are a delight to work with. You cant go wrong here.

Sandy Parker We have been with Nick for many years. He has given us wonderful advice. He assured me I could retire at 65. Nick is a phone call away if we have questions. There is no one else I would trust with my financial future.

Archie Lucia Very fast, professional, friendly service, Dee was able to walk me through the process fairly quickly very satisfied!

ROBERT SCHOBER Excellent financial planning and advisors.

Kevin Klaas Great financial institution! Brent and his team are responsive and good at what they do.

Carol H Adam has done very well for/with us. Not pushy or selling anything. Listens and clearly lays out options. Highly recommend his services. We have been with him over 12 years. He has well earned his $.

Nick Miller Outstanding wealth management coaches. If you can, highly recommend you attend one of their classes at NIU Rockford and learn about financial pitfalls to avoid and gain peace of mind investing for the long run!

Jon Muranko Kurt is a great advisor.

Craig Stear Ben Davis with LR financial has been taking care of my finances for almost a year now. Ben explains financial issues clearly and has my interest at heart. Under my request he also nudges me to save more (something we all need to do). I would suggest Ben to anyone.

Ron Harper We were with the same financial advising company for over 24 years and learned that company not only had higher fees but over three years lost over $20,000 in overpaying health insurance premiums. We told our advisor the health insurance premiums were killing us. We found an insurance broker on our own who was able to dramatically cut our costs and that should have been a no brainer since we were telling her for three years the health insurance costs were a problem. She said she would look into it. She never did and never got back to us. We connected with Seyller and they have developed tax saving strategies not to mention reviewing all our needs with health insurance, life insurance, our will/trust, our required minimum distributions (RMD), yearly taxes, asset allocation, and meet with us on a regular basis to talk about changes in the law that affect us. Jeff and Jon have been incredible to make sure our retirement is in good hands.

Imelda Reese Jack Wheeler and his team always has our Best interest at heart,He literally goes out of his way to help us administer our finances from beginning to end ! Jack wheelers mild manner and confidence put us at ease,so refreshing. He reminds me of George Baily on "A Wonderful life" Because of his loyalty to community and the care we received ❤️ Grateful for his wisdom and help. Thank you Jack Wheeler and yr team Merry Christmas Mrs Reese

Thomas Hookton The NEW Management staff is outstanding! Their attention to detail and customer service really set them apart from our old insurance company. They helped my family set up our retirement finances and funeral expenses perfectly. They taught us so many new ways to become comfortable with our insurance and retirement. Thank You Bankers Life!!!

Roc Ordman I had my retirement funds in TIAA CREF. The past few years they showed little increase. So I transferred my money to the stock market at Schwab with Aaron Urbelis. I moved the money in Feb 15, 2024. Today, May 31, 2024, 4 and a half months later, I have more than twice as much money! What a joy. Aaron explains everything clearly. How wonderful. -Roc (retired biochemistry professor)