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BestProsInTown

Financial Planners in Rockford

Financial Planners in Rockford picked by BestProsInTown

Rockford Retirement Planning, Inc.

Rockford Retirement Planning, Inc.

6653 Weaver Rd Suite 114, Rockford

Wed 9AM - 8PM

4.9 60 reviews

“Not only is Tony extremely knowledgeable, he is a stand up guy. Credibility & trust is of utmost importance, and nonnegotiable in the world of financial services. Over the last 5 years of knowing him, I've seen Tony demonstrate this over and over in the way he handles clients, operates his practice, mentors other advisors, and gives back to the industry. I highly recommend Antonio Fillipone!”

Symmetry Financial Advisors

Symmetry Financial Advisors

6833 Stalter Drive Suite 201, Rockford

Wed 8AM - 5PM

5.0 22 reviews

“Nick is always up to date with what's going on in the market. Solid advise. He made it possible for us to retire at sixty-five. I would not trust anyone else with our retirement future.”

Ridgeline Private Wealth

Ridgeline Private Wealth

7210 East State Street Ste 102, Rockford

Wed 8AM - 4PM

5.0 9 reviews

“We have been incredibly impressed by Steve’s depth of knowledge, not only legally, but also in walking us through setting up tax strategy, estate planning, wills, trusts, and CPA-related decisions. He helps us view our finances from a broader perspective and guides us toward decisions that prepare our family well, allow us to live with margin, and position us to bless others. Whenever questions or important decisions arise, Steve is available to walk through our options and responds quickly. We are especially grateful for his faith-based approach. We feel confident his guidance is never driven by an agenda or by maximizing profit for the firm. He genuinely listens and helps us make authentic, ethical decisions aligned with our priorities. Ridgeline also connects us with the right professionals, giving us a complete team to walk alongside us as we build a legacy centered on family, generosity, and impact. We have found great benefit and peace working with Steve and his team.”

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