Top financial advisors in Rockford, IL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Rockford, IL when you're planning for retirement or managing investments and want to understand how local tax rules affect your income. A common mistake is overlooking the impact of property taxes, which can be high in Illinois, even though retirement income itself isn't taxed.
- Local tax insight. Confirm how they factor in Rockford's property taxes when planning your budget and cash flow.
- Retirement income planning. Ask how they optimize your income streams knowing Illinois doesn't tax retirement income.
- Experience level. Inquire about their years of experience managing clients with similar financial goals in the Rockford area.
- Firm size and approach. Understand whether they work within a large firm or independently, as this can influence the resources and services available to you.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jeremy M
Series 66
Rockford, IL
Cambridge Investment Research Advisors
Jeremy Mashburn's 15 years of industry experience and expertise in retirement income strategy and annuities make him well-suited to address Rockford's unique tax considerations, including property taxes and untaxed retirement income. Working with Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he supports diverse clients including retirees and business owners, providing access to multiple account platforms and both discretionary and non-discretionary investment strategies.
Experience: 15 years
Avg account: $378,281
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Michael D
Series 63, Series 66
Rockford, IL
Edward Jones
Michael Donnelly offers extensive expertise in wealth management and tax-loss harvesting, supported by 26 years of experience and Series 63 and 66 designations, making him well-equipped to address Rockford's unique tax considerations. Operating within Edward Jones, a large firm managing over $1 trillion in assets, he provides access to broad resources and a comprehensive investment approach, distinguishing him from advisors in smaller practices.
Experience: 27 years
Avg account: $246,728
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Tamie L
Series 66
Rockford, IL
Ameriprise
Tamie La Torre specializes in retirement income strategy and Social Security optimization, making her well-suited for managing retirement planning in Rockford, IL, where understanding local tax impacts is crucial. Working with Ameriprise, a large firm offering Premier Retirement Income services, she provides detailed written recommendations and ongoing advice, supported by over a decade of experience and a 0.15% AUM fee structure.
Experience: 20 years
Avg account: $471,167
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Michael F
Series 63, Series 65
Rockford, IL
OSAIC
Michael Foreman brings 36 years of experience and expertise in annuities, serving clients in Rockford, IL, with a focus on flat-fee financial planning and consulting. Working within the large firm OSAIC, he offers access to technology-driven investment processes and diverse client services, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 36 years
Avg account: $398,336
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Matthew Y
Series 63, Series 65
Rockford, IL
LPL Financial
Matthew Young offers extensive expertise in wealth management and retirement plans, supported by 32 years of experience and a flat-fee structure, which can simplify budgeting for clients in Rockford, IL. Working within the large firm LPL Financial, he provides access to broad investment solutions and research resources, distinguishing him from advisors in smaller practices or with different fee models.
Experience: 33 years
Avg account: $399,489
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