Best Financial Advisors in Rockford

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.

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

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.

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.

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.

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.