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Find The Best Financial Advisors in Rockford, Illinois

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Rockford is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Rockford & pick the one as per your needs

How To Find The Best Financial Advisors in Rockford, Illinois
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Rockford, Illinois, FinancialAdvisor.net is a useful resource. We've compiled a list of the 9 vetted financial advisors and 4 non-vetted financial advisors in Rockford, Illinois, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Rockford, Illinois have an average of 21 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Rockford, Illinois

Savant Wealth Management

815-297-0400

Address

1011 Loras Drive,
Freeport, IL 61032 See Details

Michael Stewart

Crystal Lake Tax & Financial Inc

815-526-3092

Address

451 Coventry Lane,
Suite 102,
Crystal Lake, IL 60014 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

2501 West Beltline Highway,
Suite 103,
Madison, WI 53713 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

N16W23217 Stone Ridge Drive,
Suite 100,
Waukesha, WI 53188 See Details

Steve Harrison

Prudential

630-877-4534

Address

10275 W Higgins Road, Suite 200,
Rosemont, IL 60018 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Kate Baness

HighPoint Planning Partners

847-600-9626

Address

2655 Warrenville Road,
Suite 110,
Downers Grove, IL 60515 See Details

BKM Wealth Management

262-955-7150

Address

20300 Water Tower Blvd,
Suite 250,
Brookfield, WI 53045 See Details

Top Financial Advisor Firms in Rockford, Illinois (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
SAVANT WEALTH MANAGEMENT 190 Buckley Drive, Rockford, IL, 61107	107271	$29,064,581,877	15586	A percentage of AUM, Hourly charges, Fixed fees
CHOREO, LLC 6735 Vistagreen Way, Suite 110 Rockford, IL, 61107	111221	$16,030,866,060	24966	A percentage of AUM, Hourly charges, Fixed fees
BATES FINANCIAL ADVISORS, INC. 8437 Northern Ave, Rockford, IL, 61107	116515	$430,401,703	1764	A percentage of AUM, Fixed fees
CHOREO PARTNER ALLIANCE, LLC 6735 Vistagreen Way, Suite 110 Rockford, IL, 61107	325238	$0	0	Other (SOLICITOR FEES)

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Find The Best Financial Advisors in Rockford, Illinois

How To Find The Best Financial Advisors in Rockford, IllinoisLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Rockford, Illinois

Address

Crystal Lake Tax & Financial Inc

Address

Address

Address

Prudential

Address

Address

HighPoint Planning Partners

Address

Address

Top Financial Advisor Firms in Rockford, Illinois (Ranked by AUM)

Select other cities around Rockford, Illinois to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Rockford, Illinois
Last Updated - 13-Jun-2023

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