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Financial Advisors in Rockford, Illinois (Winnebago County)

Integral Financial Planning LLC
64 miles from Rockford, IL

Jennifer Sanchez, BS, CFP, CPA
Integral Financial Planning LLC is a fee-only comprehensive financial planning firm, and our mission is to assist our clients in making their financial goals a reality. The name “Integral“ was chosen to reflect our ... See More

4D Financial Advisors
64 miles from Rockford, IL

Jeffrey Dvorak, CFP
4D is an independent financial advisory and asset management firm at the leading edge of new thinking and innovative practice on personal financial planning. We are committed to creating customized financial solutions to meet our... See More

Martin Financial Management
64 miles from Rockford, IL

Therese Martin, BS, CFP, CLU

Stevens Wealth Management
65 miles from Rockford, IL

Sue Stevens, CFA, CFP, CPA/PFS, MBA, MS
Stevens Wealth Management is an independent fee-only asset management and strategic planning firm located on Chicago’s North Shore in Deerfield, IL. Our mission is to proactively act in our client’s best in... See More

AJ Feldman Financial LLC
65 miles from Rockford, IL

Andrew Feldman, CFP

A J Feldman Financial, LLC is an independent, comprehensive, fee-only investment advisory firm. We work with each client to understand their specific situation and circumstances to create customized, transparent and easy to und... See More

Kuhl Financial Services
65 miles from Rockford, IL

Laurence Kuhl, BBA, CPA/PFS, MBA
Comprehensive Fee Only Financial Planning. Fees may be paid by quartely retainer, fixed amounts for specific projects, or hourly.Offer the experienced services of a CPA since 1972, a Personal Financial Specialist (PFS... See More

Robert B Fisher CPA PC
70 miles from Rockford, IL

Personalized Small Business Management Consulting
Are you growing your business? Whether you're expanding into the vacant lot next door or opening an office in another state, Robert B. Fisher is an invaluable resource, personalizing his service to y... See More

Highlights: Business Planning, CPA, Income Tax Planning
Open Door Investment Advisors, Inc.
70 miles from Rockford, IL

Joseph Alotta, BS, CFP, CFS, MA, MBA
Joseph Alotta has been a financial counselor and investment manager for over 30 years with clients from all walks of life. He has held executive positions at several large institutional banks: JP Morgan Chase, We... See More

Crescendo Financial Planners, Inc.
72 miles from Rockford, IL

Elizabeth Buffardi, CFP, CPA
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North Shore Investment Consulting, LLC
74 miles from Rockford, IL

Jeffrey Smith, CFA, CFP, MBA
North Shore Investment Consulting, based in Wilmette, Illinois, is a fee-only financial planning practice that specializes in exemplary, low-cost portfolio management. The following is a brief overview of our firm: Our d... See More

Sid Blum
74 miles from Rockford, IL

We focus on individuals' and families' concerns by taking a 360 degree look at their unique circumstances to see how improvements can be made to their situation by shedding light on the path to their goals with successful solutions.

Highlights: 401K Consulting, Investment Services, CPA, Charitable Planning, Stock Options, Socially Responsible Investments, Middle Income, Estate Planning, Comprehensive Financial Planning, Independent Investment Advisor, Special Needs Planning, College Planning, Wealth Management, Stocks, Family Financial Planning, Passive Investment Strategies, Certified Financial Planner, Investment Consulting, Fee-Only, ETFs
ShankerValleau Wealth Advisors, Inc.
75 miles from Rockford, IL

Janice Hennessy, CFP, CPA
For over 20 years, ShankerValleau has been providing impartial, objective advice to help individuals and families achieve their personal and professional financial goals.
We have a very experienced and highly educated team... See More

Vista Financial Planning
75 miles from Rockford, IL

Sophie Kaluziak, CFP, CPA
Vista Financial Planning provides comprehensive financial planning to individuals and couples. Vista's clients range from those just starting their careers to retirees.
Vista integrates into the planning process the six area... See More

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