Best Financial Advisors in Rockford, IL

“Well after a year I was so impressed with what he did for me and how he kept me informed about what was happening that I took all of my money and investments to him.”

“He took the time to explain to me the value of investing early and I am now on the right road.”

“As a boutique, independent firm, we can truly connect with and understand our clients. This means we're able to offer advice that aligns with what you want out of your life. We also don't have to answer to outside shareholders or other interests and ...”

“Brent and his team are responsive and good at what they do.”

“Listens and clearly lays out options.”

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“Our more than 50 years of planning and investment asset experience for individuals, married couples, physicians, families, foundations, trusts, and company retirement plans set us apart. Specializing in retirement, financial planning, investment tax,...”

“With something as personal as your finances, it's important to work with a financial professional you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that ...”

“This group has great systems in place to be able to help their clients achieve their financial goals in a way that minimizes risk and clearly communicates how their money is being managed.”

“Valdes has been exceptional in evaluating my current financials and putting together a variety of options which are in my best interest from which to choose.”

“The Strategic Wealth Management team really helped me out when I rolled over my 401(k) from my past job.”

“We've taken the time to simplify and aggregate the most fascinating information and we consistently do our best, removing any potential for conflicts of interest to deliver the most appropriate, least 'salesy' information we can.”