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Top Rated Financial Advisors in Rockford, Illinois

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Rockford, Illinois is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Rockford, Illinois with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Rockford, Illinois near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Savant Wealth Management

Savant Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Freeport, Illinois area.
Freeport, IL
Telephone Advisor
Telephone: 815-297-0400
Visit Advisor Website
https://savantwealth.com/

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

Name(s) of Custodian(s):
Schwab, TD Ameritrade, Fidelity

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Michael Stewart

Crystal Lake Tax & Financial Inc
CFP®, RFC®
Michael Stewart, a financial fiduciary, provides financial services to clients in the Crystal Lake, Illinois area. Michael holds a CFP®, RFC® certification. Michael has over 21 years of experience.
Crystal Lake, IL
Telephone Advisor
Telephone: 815-526-3092
Visit Advisor Website
https://www.crystallaketax.com

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

Asset Requirement: $50,000

Name(s) of Custodian(s):
TD Ameritrade Institutional

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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Madison, Wisconsin area.
Madison, WI
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.

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Edelman Financial Engines, LLC

Zachery West, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Waukesha, Wisconsin area.
Waukesha, WI
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

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Steve Harrison

Prudential
Steve Harrison, a financial fiduciary, provides financial services to clients in the Rosemont, Illinois area. Steve has over 9 years of experience.
Rosemont, IL
Telephone Advisor
Telephone: 630-877-4534
Visit Advisor Website
https://www.prudential.com/advisor/steve-harrison

Additional Information:

Years of Experience:
9 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Financial Advice & Consulting
  • Financial Planning for Individuals
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Edelman Financial Engines, LLC

Kyle Nolan, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Oakbrook Terrace, Illinois area.
Oakbrook Terrace, IL
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

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Kate Baness

HighPoint Planning Partners
Kate Baness, a financial fiduciary, provides financial services to clients in the Downers Grove, Illinois area. Kate has over years of experience.

Additional Information:

    Fee Structure

  • Fee-Based
  • Based on Assets

Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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BKM Wealth Management

CPA, CFP®, CIMA®, CDFA®
BKM Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Brookfield, Wisconsin area.
Brookfield, WI
Telephone Advisor
Telephone: 262-955-7150
Visit Advisor Website
https://www.bkmwm.com

Additional Information:

    Fee Structure

  • Fee-Based
  • Based on Assets

Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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