Best Financial Advisors in Rockford

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Rockford Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 43 28 7

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Heritage Way Advisors

  • 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.

6845 Weaver Road
Rockford, IL 61114


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