Find a Financial Advisor in Winnebago County, IL

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We did the hard work of finding trustworthy partners in Winnebago County, IL.

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We Only Work With The Best Winnebago County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Winnebago County, IL


  • Financial Advisor Close to Winnebago County, IL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Winnebago County, IL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Winnebago County, IL

We evaluated over 13,000 RIA firms to bring you the best of the best Winnebago County financial advisors.
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How Retirement-Friendly is Winnebago County, IL?

  • Population: 284,819
  • % of Population 62 Years and Over: 20.9%
  • Average Home Value: $125,000
  • Average Monthly Housing Cost: $878
  • Average Household Income: $71,360
  • Illinois Total Tax Burden: 9.52% (9th Highest in U.S.)
  • Illinois Property Tax: 4.00% (8th Highest in U.S.)
  • Illinois Individual Income Tax: 2.11% (19th Lowest in U.S.)
  • Illinois Sales and Excise Tax: 3.41% (24th Highest in U.S.)



The Top Financial Advisor Firms in Winnebago County, IL

 

HERITAGE WAY ADVISORS, L.L.C.

Website

(815) 397-0900

6845 Weaver Rd
Suite 200
Rockford, IL 61114

SEC#: 801-61739
Years in Business: 18 years

FOCUS FINANCIAL ADVISORS

Website

(815) 633-8844

6870 Rote Road
Suite 101
Rockford, IL 61107

SEC#: 801-113955
Years in Business: 3 years

BATES FINANCIAL ADVISORS, INC.

Website

(815) 332-4020

8437 Northern Ave

Rockford, IL 61107

SEC#: 801-72191
Years in Business: 11 years

SAVANT WEALTH MANAGEMENT

Website

(815) 227-0300

190 Buckley Drive

Rockford, IL 61107

SEC#: 801-43144
Years in Business: 29 years

ROYAL FUND MANAGEMENT, LLC

Website

(877) 474-9387

7210 E State Street
Suite 102
Rockford, IL 61108

SEC#: 801-77918
Years in Business: 9 years

ROYAL FUND MANAGEMENT, LLC

Website

(877) 474-9387

7210 E State Street
Suite 102
Rockford, IL 61108

SEC#: 801-77918
Years in Business: 9 years

ROYAL FUND MANAGEMENT, LLC

Website

(877) 474-9387

7210 E State Street
Suite 102
Rockford, IL 61108

SEC#: 801-77918
Years in Business: 9 years

ROYAL FUND MANAGEMENT, LLC

Website

(877) 474-9387

7210 E State Street
Suite 102
Rockford, IL 61108

SEC#: 801-77918
Years in Business: 9 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(815) 399-7700

4949 Harrison Avenue
Suite 300
Rockford, IL 61108

SEC#: 801-56865
Years in Business: 22 years

 


Winnebago County, IL Financial Advisor FAQs

Winnebago County is a county within Illinois, United States, with Rockford as the county seat. The Rockford Metropolitan Statistical Area's core county is Winnebago County. Rockford Public Schools is the top employer in Winnebago County. It has 3,730 employees. Winnebago County was named after an American Indian tribe that once resided in the area. The term "people residing by the fetid or ill-smelling water" was an Algonquian name used by the Siouan tribe and meant "people live by the fetid or ill-smelling water" (possibly a sulfur spring). It's important to reach out to only the trusted financial advisors in your area. We've got a couple of financial advisors serving in Winnebago County, Illinois, to introduce to you. The county features over ten thousand acres of forest and parkland found in the north-central portion of its state. It is the core of the Rockford Metropolitan Statistical Area, with the City of Rockford serving as the seat. The major cities of Madison, Milwaukee, and Chicago are just a few miles away. Winnebago County, Illinois's financial advisors, are in high demand, and you'll want to discover one who can assist you in managing your finances. Consult the list below to find a financial advisor in your area!

The first and most important thing to look for is the "regulatory exam schedule." This schedule will tell you how often your advisor was inspected and fined by the SEC. The number of inspections we see influences not only the quality of their work, but also their competency level.

Financial advisors are financial experts who provide advice on how to save money, grow your income, reduce taxes and plan for retirement.

A quality advisor is one who recognizes the needs of the customer and provides products that suit those needs under certain parameters like risk appetite and liquidity needs. The ultimate goal is to help clients reach their personal financial goals in the most effective manner possible by taking into consideration their individual situation.

The best time to work with a financial advisor is now. The sooner you start planning for your finances, the greater your chance will be in meeting those goals.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.