Wealth Management Firms in Winnebago County, IL

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Wealth Management Firms in Winnebago County, IL

Anchor Wealth Management

5 out of 5

Location 4949 Harrison Ave #110, Rockford, IL 61108, USA
Phone (815) 201-5011
Midland Wealth Management: Stephanie Jacobs
Location 6838 E State St Floor 2, Rockford, IL 61108, USA
Phone (815) 231-2710
Randall Wealth Management
Location 6323 E Riverside Blvd #1, Rockford, IL 61114, USA
Phone (815) 708-6169
Rock Cut Investment Group
Location 2215 Perry Green Way Suite A, Rockford, IL 61107, USA
Phone (815) 637-7886
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About Winnebago County, IL

Winnebago County is located in Northern Illinois and is home to the city of Rockford. The county has a population of over 315,000 people and is the largest county in the state. Winnebago County is known for its manufacturing industry, which employs over 45,000 people. Major highways and streets in the county include I-39, I-90, and US-20. Some of the county's most notable neighborhoods include Rockford, Roscoe, Loves Park, and South Beloit.

Related Services

Banks and Credit Unions

Winnebago County, IL is home to many different banks, which offer a variety of services to the community.Some of the most common services offered by banks in Winnebago County include checking and savings accounts, loans, mortgages, and credit cards. In addition, many banks also offer online banking and other electronic services that make it easy for customers to manage their money from anywhere.

Retirement Planning

Winnebago County, IL is a great place to retire. The cost of living is low, the weather is mild, and there are plenty of things to do in the area. In addition, there are a number of retirement communities in Winnebago County that offer a wide variety of amenities.

Tax Services

A tax accountant in Winnebago County, IL is responsible for preparing and filing taxes for individuals and businesses. They must stay up to date on all the latest changes to the tax code, as well as ensure that their clients are taking advantage of all available deductions and credits. Tax accountants may also be called upon to represent their clients in audits by the IRS.

Financial Advisor

A financial advisor in Winnebago County, IL helps people save and invest money. They can help you plan for your future and make sure you are on track to reach your financial goals. They can also give you advice on how to reduce your taxes and protect your assets. If you need help managing your finances, a financial advisor is a great resource.

Insurance Broker

An insurance broker in Winnebago County, IL is responsible for selling and servicing insurance products to individuals and businesses in the local community. They work with a variety of clients, from those who need car insurance to those who need life insurance. Brokers must be licensed by the state in which they work, and most hold a degree in business or finance. Speak to an insurance broker today to learn more about the services available to you.

Mortgage Loan Officer

A mortgage loan officer in Winnebago County, IL helps people obtain home loans. They work with clients to find the best mortgage products for their needs, and help them through the application process. They also work with lenders to get the best rates for their clients. Mortgage loan officers are essential members of any home buying team.

Estate Planning Lawyer

An estate planning lawyer in Winnebago County, IL helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.