Winnebago County, IL Financial Advisors and Resources



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: 17 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: 10 years

SAVANT WEALTH MANAGEMENT

Website

(815) 227-0300

190 Buckley Drive

Rockford, IL 61107

SEC#: 801-43144
Years in Business: 28 years

ROYAL FUND MANAGEMENT, LLC

Website

(877) 474-9387

7210 E State Street
Suite 102
Rockford, IL 61108

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(877) 474-9387

7210 E State Street
Suite 102
Rockford, IL 61108

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(877) 474-9387

7210 E State Street
Suite 102
Rockford, IL 61108

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(877) 474-9387

7210 E State Street
Suite 102
Rockford, IL 61108

SEC#: 801-77918
Years in Business: 8 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


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.)


Winnebago County, IL Financial Advisor FAQs

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.