
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.
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.
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Our partners will never sell investment products they receive a commission from
Experience
All of our partners have been in business for 10+ years
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All of our partners are advisors who hold the proper designations from FINRA
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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
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Financial Advisor Close to Winnebago County, IL
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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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
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.
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.)
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The Top Financial Advisor Firms in Winnebago County, IL
HERITAGE WAY ADVISORS, L.L.C.
(815) 397-09006845 Weaver Rd
Suite 200
Rockford, IL 61114
SEC#: 801-61739
Years in Business: 18 years
FOCUS FINANCIAL ADVISORS
(815) 633-88446870 Rote Road
Suite 101
Rockford, IL 61107
SEC#: 801-113955
Years in Business: 3 years
BATES FINANCIAL ADVISORS, INC.
(815) 332-40208437 Northern Ave
Rockford, IL 61107
SEC#: 801-72191
Years in Business: 11 years
SAVANT WEALTH MANAGEMENT
(815) 227-0300190 Buckley Drive
Rockford, IL 61107
SEC#: 801-43144
Years in Business: 29 years
ROYAL FUND MANAGEMENT, LLC
(877) 474-93877210 E State Street
Suite 102
Rockford, IL 61108
SEC#: 801-77918
Years in Business: 9 years
ROYAL FUND MANAGEMENT, LLC
(877) 474-93877210 E State Street
Suite 102
Rockford, IL 61108
SEC#: 801-77918
Years in Business: 9 years
ROYAL FUND MANAGEMENT, LLC
(877) 474-93877210 E State Street
Suite 102
Rockford, IL 61108
SEC#: 801-77918
Years in Business: 9 years
ROYAL FUND MANAGEMENT, LLC
(877) 474-93877210 E State Street
Suite 102
Rockford, IL 61108
SEC#: 801-77918
Years in Business: 9 years
WIPFLI FINANCIAL ADVISORS, LLC
(815) 399-77004949 Harrison Avenue
Suite 300
Rockford, IL 61108
SEC#: 801-56865
Years in Business: 22 years
Winnebago County, IL Financial Advisor FAQs
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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.