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Financial Advisors in Rockford, Illinois (Winnebago County)

Financial Design Studio, Inc.
52 miles from Rockford, IL

Michelle Smalenberger, CFP

Patrick M Sweeney & Assoc., Inc
52 miles from Rockford, IL

Patrick Sweeney, CFP, CPA
Patrick M Sweeney & Associates, Inc. was formed in 2001 to service clients looking to better navigate their financial paths. Our approach is to offer straightforward advice and a simplified financial plan. The success of our... See More

Fee-Only Financial Advisors, Ltd.
58 miles from Rockford, IL

David Theis, BS, CFP
We specialize in Retirees Fee-Only Financial Advisors, Ltd. is a Retiree-centered firm, with over 20 years of financial experience, committed to helping clients achieve their financial goals. Why choose Fee-Only Financial Advi... See More

CCP, Inc.
58 miles from Rockford, IL

Carin Roman, CFP
CCP, Inc. is a Fee-Only firm offering financial planning and portfolio management services to individuals and families since 1985. We address the areas of investments, insurance, retirement planning, tax planning, college education ... See More

JK Financial Planning, Inc.
60 miles from Rockford, IL

Jeffrey Kostis, BBA, CDFA, CFP, CPA/PFS, MAcc
Own the moment – and own your futureJK Financial Planning takes a personal approach in helping clients to truly own their financial futures, with personalized solutions designed for each individual situ... See More

Asset Strategy Consultants
61 miles from Rockford, IL

Independent, fee-only financial advisor. We offer personalized service and advice tailored to the unique needs of each client.

Highlights: Investment Consulting, Certified Financial Planner, Mutual Funds, 401K Consulting, Independent Investment Advisor, Investment Services, Wealth Management, Retirement Distribution Plan, NAPFA Member, Investment Policy Statements, Fiduciary, Comprehensive Financial Planning, Fee Only, CFP ®, IRA, MBA, Retirement Planning
Scott Davis CFP®, RICP®
61 miles from Rockford, IL

The mission of Lake County Financial Planning is to help clients feel financially secure and to achieve the personalized financial goals they seek. We believe that through partnering with clients, we can provide financial advice that will help build ... See More

Highlights: Wealth Management, Disability Income & Long Term Care Insurance, Certified Financial Planner, Professional Wealth Management, Retirement Distribution Plan, Investment Consulting, Retirement Planning, Comprehensive Financial Planning, Investment Services, Advisory And Investment Management, Financial Planning, Income Tax Planning, Family Financial Planning, Retirement Income Planning, College Planning, Rollover Of 401k Or IRA, Women's Issues, Financial Planning Advice And Services, Registered Investment Advisor, Legacy Planning
Knight Investment Planning
61 miles from Rockford, IL

Michael Knight, CFP
If you are an experienced investor, Knight Investment Planning can provide a portfolio check up that will measure risk, return, tax efficiency and costs. If you are a new investor, Knight Investment Planning can help you get start... See More

Outlook Capital Management, LLC
61 miles from Rockford, IL

Investment advisory service that focuses on investing like owners. That means thoroughly understanding the businesses we own, buying when the market is overly pessimistic about the company, and selling when the market is overly optimistic about the ... See More

Highlights: Retirement Planning, Investment Management, Rollover Of 401k Or IRA, Retirement Income Planning, Professional Wealth Management, Stocks, Fee Only, 401K Consulting, Independent Investment Advisor, Wealth Management, Registered Investment Advisor
Timothy Financial Counsel, Inc.
62 miles from Rockford, IL

Kara Beth Vance, CFP
Timothy Financial Counsel, Inc. is unique among fee-only financial planners who provide hourly advice. Established over a decade ago by an experienced fee-only wealth advisor, our firm uses a team approach, allowing our clients t... See More

Smith Financial Advisors Inc.
62 miles from Rockford, IL

Mark Smith, CFP
Smith Financial Advisors specializes in retirement planning, investment management, and comprehensive financial planning. Fees are based on an hourly rate or based on assets under management. Smith Financial also provides corporate ... See More

Baril Advisors LLC
62 miles from Rockford, IL

Scott Baril, CFP, CPA/PFS, MBA
Baril Advisors is a state registered investment adviser in the states of Illinois and Arizona. The firm provides independent fee-only financial planning and investment advisory services to individuals, families and busi... See More

Sebold Capital Management
63 miles from Rockford, IL

Sebold Capital Management is an independent fee-only wealth management firm that provides personal financial planning and investment management to high net worth individuals, families and their related entities, trusts and estates, and family busines... See More

Highlights: Retirement Planning., NAPFA Member, Experienced, Pension Plan Design & Management, Cash Management & Budgeting, Charitable Planning, Investment Management, Retirement Scenario Planning, Special Needs Planning, Fiduciary Advisor, Family Financial Planning, Financial Planning, Socially Responsible Investments, Investment Services, High Net Worth Planning, CFP®, Financial Life Planning, CFP ®, Rollovers, Business Succession Planning
Balasa Dinverno Foltz LLC
63 miles from Rockford, IL

Armond Dinverno, CFP, CPA, JD
Balasa Dinverno Foltz LLC is a private wealth management firm that currently manages in excess of $3 billion in assets for individuals, retirement plans, charities, and trusts.
We are fee-only advisors and do not charg... See More

Sebold Capital Management Inc.
64 miles from Rockford, IL

Sean Sebold, BA, CFA, CFP, MBA
Sebold Capital Management, Inc. is a fee-only wealth management firm that creates maximum value for high net-worth clients. We commit to putting your needs first, providing unrivaled service guided by your priorities. W... See More

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