Financial Planners in Rockford

“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!“

“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.“

“We are absolutely blown away by the personal attention shown to us by Ridgeline Private Wealth!
Steve and Josh really listen to what we feel our financial needs are, both for short and long term. They explain things in a way we can understand and always make sure we know all of our options. They have made us feel that we are in charge of making decisions about our investments, and they are here to guide us and educate us.
Also, it’s so nice knowing they are tracking everything and we don’t have to worry about it!
We are 100% happy with how they are helping us with our future security.“

“Adam has done very well for/with us. Not pushy or selling anything. Listens and clearly lays out options. Highly recommend his services. We have been with him over 12 years. He has well earned his $.“