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Best Financial Advisors in Rockford

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CYRS Wealth Advisors, LLC logo

CYRS Wealth Advisors, LLC

1111 South Alpine Road, Rockford, IL 61108
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  • Estate Planning
  • Investment Advisory
  • Retirement Planning
  • Tax Planning
  • Tax Preparation

CYRS Wealth Advisors, LLC, is a retirement, wealth management and estate planning firm serving select clients primarily in Northern Illinois and Southwest Florida. Its team of Accredited Investment Fiduciary professionals assists individuals, families, married couples, physicians, and foundations in various areas, including retirement planning. Proven processes involve inventory of all assets, goals, risks, life legacy desires and converting into investment and retirement income strategies, as well as provide ongoing monitoring and reporting. CYRS Wealth Advisors gives back to the community by supporting several organizations, such as the Rockford Rescue Mission and Mill Foundation for youth and Habitat for Humanity.

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Focus Financial Advisors logo

Focus Financial Advisors

6870 Rote Road, Rockford, IL 61107
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  • Certified Financial Planner (CFP)

Focus Financial Advisors helps individuals in Rockford through its variety of financial management-related services. Formerly known as Robert Lawrenz Consulting Services and established in 1984 by Bob Lawrenz, the firm handles fiduciary investment management that involves goals and needs discussion, investment policy creation, portfolio assembly, and risk control. These investments consist of ETFs, actively managed funds, individual bonds, and index funds. A comprehensive financial plan that includes savings analysis, estate planning, risk analysis, and college funding are also available

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Heritage Way Advisors logo

Heritage Way Advisors

6845 Weaver Road, Rockford, IL 61114
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  • Estate Planning

Heritage Way Advisors is a retirement planning and wealth management firm that has been serving Rockford clients since 2003. It offers a wide range of services for individuals and families including financial planning, investment management, trust administration, and estate planning. Its team evaluates clients' assets to develop asset allocations and investment strategies and asset allocations. The firm also collaborates with income tax preparers and estate planning lawyers when assisting families with wealth transfer. Its managing partner, Gary Ollmann, previously worked in the banking industry.

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Klaas Financial logo

Klaas Financial

4707 Perry Ridge Lane, Loves Park, IL 61111
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  • Retirement Planning

Klaas Financial is a financial services firm with an office in Rockford. The firm provides retirement planning services to individuals, families, and businesses. It offers plan management support by designing retirement plans, educating employees on retirement benefits, and creating risk management strategies. Moreover, the firm covers financial planning and wealth management. Craig M. Klaas founded Klaas Financial in 1976. His son, Craig J. Klaas, is the current president and CFO of the firm.

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Lucas Group Financial Advisors logo

Lucas Group Financial Advisors

1617 Temple Lane, Rockford, IL 61112
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Lucas Group Financial Advisors is a financial services company with offices in Rockford and Freeport. The company offers financial planning solutions and assists clients with wealth management matters, such as Social Security benefits, tax-loss harvesting, and asset allocation. It provides estate planning and risk management services. The company also deals with investment management and income tax planning. One of its wealth advisors, Lucas Beggin, has over two decades of experience in the financial industry.

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Symmetry Financial Advisors logo

Symmetry Financial Advisors

6833 Stalter Drive, Rockford, IL 61108
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  • Estate Planning
  • Certified Financial Planner (CFP)

Symmetry Financial Advisors offers its wealth and investment services to clients in Rockford. Beyond managing portfolios, it also assists in broader financial strategies, such as tax considerations, budgeting, charitable giving, and insurance evaluation. It aids its clients in their financial confidence through behavioral coaching to achieve set lifestyle objectives, such as retirement or support for family members and causes. A Certified Financial Planner, founder Nick Kloster is affiliated with LPL Financial as a Wealth Advisor and with Cornerstone Wealth Services.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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