Wealth Management in Boone County, IL

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List of Firms

Boone County, IL Wealth Management Firms

Klaas Financial
SEC File# 801-79516
CRD# 121399
5 out of 5
Location 4707 Perry Ridge Ln, Loves Park, IL 61111, USA
Phone (815) 877-8440
Wintrust Wealth Management
Location 114 Plain St, Sharon, WI 53585, USA
Phone (262) 767-3236
George Regas - Thrivent
Location 225 South St, Marengo, IL 60152, USA
Phone (815) 568-9436
SEC File# 801-110527
CRD# 111594
Location 110 N Brockway St Suite 330, Palatine, IL 60067, USA
Phone (847) 934-6262
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Northwestern Mutual Financial
Location 728 N Prospect St #4, Rockford, IL 61107, USA
Phone (815) 965-1259
Northwestern Mutual - Joseph R Fanara Financial Advisor
5 out of 5
Location 304 Briarwood Dr, Poplar Grove, IL 61065, USA
Phone (815) 378-4926
McKinney Asset Management
Location 4443 Marsh Hawk Dr, Loves Park, IL 61111, USA
Phone (815) 654-9999
Morgan Wealth Management
4 out of 5
Location 5435 Bull Valley Rd # 224, McHenry, IL 60050, USA
Phone (815) 679-6388
Chris Cook - Thrivent
Location 130 S State St Ste 211, Belvidere, IL 61008, USA
Phone (815) 547-4509
Midwest Capital Services Ltd
Location 129 Phelps Ave # 522, Rockford, IL 61108, USA
Phone (815) 227-5421
RBC Wealth Management Branch - Rockford
3 out of 5
Location 2215 Perry Green Way Suite A, Rockford, IL 61107, USA
Phone (815) 636-4000
Wealth Management in Boone County, IL

Where Wealth Management Advisors in Boone County, IL Serve

Boone County, IL is a charming and diverse community located in the heart of Northern Illinois. Home to several landmarks, including the historic Belvidere Mansion and the beautiful Kishwaukee River, this county is a haven for nature lovers and history buffs alike. With a thriving economy, its top employers include General Mills, Fiat Chrysler Automobiles, and the Belvidere School District. Major highways and streets include I-90, Route 20, and Route 76, providing easy access to neighboring cities and attractions. Boone County is also home to several unique neighborhoods, each with its own distinct character and charm, such as Candlewick Lake and Poplar Grove. With its rich history, natural beauty, and thriving economy, Boone County is the perfect place to call home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Boone County, IL can benefit from a bank in various ways. One of the most common ways is through access to financial services, such as savings accounts, checking accounts, and loans. These services can help residents manage their finances, save money, and achieve their financial goals. Additionally, a bank can provide financial education and resources to help residents make informed decisions about their money. For example, residents of Boone County, IL may benefit from learning about agricultural loans and other financial products that are specific to the area's farming industry. Furthermore, a bank can support the local economy by providing loans to small businesses and investing in the community. By working with a bank, residents of Boone County, IL can improve their financial well-being and contribute to the growth and development of their community.

Insurance Broker

Residents of Boone County, IL can benefit from the expertise of an insurance broker in a number of ways. These professionals can help individuals and families find the best insurance policies to meet their specific needs, whether that be health, auto, home, or life insurance. In Boone County, where the population is largely rural and spread out, an insurance broker can provide valuable guidance on navigating the complexities of insurance coverage in a more isolated area. Additionally, with the county's proximity to the Wisconsin border, an insurance broker can help residents understand the differences in insurance requirements and coverage between the two states. By working with an insurance broker, residents of Boone County can ensure that they have the right insurance coverage for their unique circumstances and can feel more secure in their financial future.

Retirement Planning

Residents of Boone County, IL can greatly benefit from the services of a retirement planner. With the county's population growing at a steady rate, it is crucial for individuals to have a solid financial plan in place for their retirement years. A retirement planner can assist in creating a personalized plan that takes into account the specific needs and goals of each individual. For example, with the county's strong agricultural industry, a retirement planner can help farmers navigate the complexities of estate planning and succession planning to ensure their family farm continues to thrive for generations to come. Additionally, with the county's proximity to Chicago, a retirement planner can help individuals navigate the unique tax implications of living in a high-tax state while also planning for a comfortable retirement. With the help of a retirement planner, residents of Boone County can feel confident in their financial future.

Financial Advisor

Residents of Boone County, IL can benefit from the expertise of a financial advisor in various ways. Firstly, a financial advisor can help them create a customized financial plan that aligns with their unique goals and objectives. This is especially important in Boone County, where the median household income is $64,886, which is lower than the national median. A financial advisor can help residents of Boone County manage their income and expenses effectively, ensuring they have enough funds to cover their basic needs and save for their future. Additionally, a financial advisor can provide guidance on investment opportunities, such as real estate, stocks, and bonds, that can help residents of Boone County build their wealth over time. Furthermore, a financial advisor can help residents of Boone County navigate complex financial situations, such as retirement planning, estate planning, and tax planning, which can be overwhelming and confusing for many individuals. Overall, a financial advisor can provide invaluable support and guidance to residents of Boone County, helping them achieve financial stability and success.

Mortgage Loan Officer

Residents of Boone County, IL stand to benefit from the expertise of a mortgage loan officer in several ways. Firstly, the county is home to a diverse population, with a wide range of income levels and credit histories. A skilled loan officer can help guide residents through the complex process of securing a mortgage, offering advice on everything from credit repair to down payment assistance programs. Additionally, the county's housing market is highly competitive, with limited inventory and rising prices. A loan officer can help residents navigate this challenging landscape, identifying properties that fit their budget and working to secure the best possible interest rate. Finally, Boone County is known for its strong sense of community, with many residents deeply invested in the area's history and future. A loan officer who understands the local market and is committed to supporting the community can be an invaluable resource for residents looking to put down roots in this vibrant region.

Tax Services

Residents of Boone County, IL can benefit greatly from the services of a tax advisor. With a population of over 50,000 people, there are many individuals and businesses in need of expert guidance when it comes to taxes. One specific area where a tax advisor can be particularly helpful is in navigating the county's complex property tax system. Boone County has a unique property tax structure, with different rates and exemptions depending on the type of property and its location within the county. A tax advisor can help residents understand these nuances and ensure that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide guidance on tax planning, retirement planning, and estate planning, helping residents to make informed decisions that will minimize their tax liability and maximize their financial security. Overall, the expertise of a tax advisor can be invaluable for residents of Boone County, IL who are looking to make the most of their financial resources.

Estate Planning Lawyer

Boone County, IL residents could benefit greatly from the services of an estate planning lawyer. With its diverse population and unique geography, Boone County presents a variety of complex legal issues that require specialized knowledge. For instance, residents who own farms or other rural properties may need help with succession planning, while those who live in more urban areas may require assistance with trusts, wills, and other estate planning documents. Additionally, an estate planning lawyer can help residents navigate the intricacies of Illinois probate law, which can be particularly challenging in a county like Boone, where the court system is often overwhelmed with cases. Whether you need help with asset protection, tax planning, or any other aspect of estate planning, a skilled lawyer can provide the guidance and support you need to safeguard your interests and ensure that your wishes are carried out.


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