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BEST RATED ROCKFORD, IL FINANCIAL SERVICES

3 Best Financial Services in Rockford, IL

Expert-recommended Top 3 Financial Services in Rockford, Illinois. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Rockford Retirement Planning, Inc - Rockford, IL Financial Services - Company Logo
Best Financial Services in Rockford IL - Rockford Retirement Planning, Inc video
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ROCKFORD RETIREMENT PLANNING, INC

(4.9 Score)
555 S Perryville Road, Suite 209,
Rockford, IL 61108 Directions

Since 2011

Specialty:

✓Retirement Planning ✓Tax Strategy ✓Estate Planning ✓Long Term Care Planning ✓Risk Management

“2026 Highlights: Rockford Retirement Planning, Inc offers comprehensive financial and retirement planning services. Their primary focus is to help their clients retire with confidence by creating custom strategies to fit their unique goals and dreams. Antonio Tony Filippone is the Founder and President of Rockford Retirement Planning. He holds Registered Financial Consultant and Investment Advisor Representative Credentials. Rockford Retirement Planning committed to providing straightforward solutions with their clients’ best interests at the forefront. When you partner with us, they will help eliminate the stress of retirement planning and enable you to focus on what’s most important. ”

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Contact:

(815) 633-9595

Mon & Wed: 9am - 1pm|2pm - 8pm
Thu: 9am - 1pm|2pm - 5pm Fri: 9am - 1pm
Sat & Sun: Closed

TBR® Inspection Report:

Savant Wealth Management - Rockford, IL Financial Services - Office Exterior Image
Savant Wealth Management - Rockford, IL Financial Services - Office Image
Savant Wealth Management - Rockford, IL Financial Services - Company Logo
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10+ YEARS IN TBR
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SAVANT WEALTH MANAGEMENT

(4.8 Score)
190 Buckley Drive,
Rockford, IL 61107 Directions

Since 1986

Specialty:

✓Comprehensive Wealth Management ✓Financial Planning ✓Accounting and Consulting Services ✓Family Office Services ✓Estate Planning and Wealth Transfer ✓Investment Management ✓Tax Advisory and Preparation ✓Trust Services ✓Company Retirement Plan Services

"Savant Wealth Management is an independent wealth management firm located in Rockford, Illinois. They provide comprehensive financial advice to individuals, families, and businesses across the nation. At Savant Wealth Management, they were on a mission to make a difference in the lives of one million people. They use the wisdom and experience gained from more than 30 years in the financial services industry to help their clients navigate their version of an ideal future. Their multi-disciplinary team collaborates and takes the necessary steps to redirect their clients' financial lives toward their financial goals. The scope of the services to be provided depends upon the client's needs and the engagement terms. They strive to provide unbiased advice and continually refine their process to help you to achieve your ideal future.

2026 Highlights: Savant Wealth Management team of fiduciary financial advisors dedicated to helping you make informed, confident decisions about your financial future."

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License CRD #107271

Price:

Financial Planning Fixed Basis
From $250
Upto $10,000
Financial Consulting Fee Per Hour
From $100
Upto $500
Divorce Planning Services Hourly Fees
From $125
Upto $500
Estate Planning And Trust Administration
Savant Wealth Transfer Advisor Per Hour $275
Savant Wealth Financial Advisor Per Hour $275
Savant Planning Team Member Per Hour $150
Administrative Support Per Hour $75
Wealth Transfer Services
Savant Wealth Transfer Advisor Per Hour $275
Savant Wealth Financial Advisor Per Hour $250
Savant Planning Team Member Per Hour $150
Administrative Support Per Hour $75

Contact:

(815) 227-0300 (866) 489-0500

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Symmetry Financial Advisors - Rockford, IL Financial Services - Portrait
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3+ YEARS IN TBR
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SYMMETRY FINANCIAL ADVISORS

(4.8 Score)
6833 Stalter Drive, Suite 201,
Rockford, IL 61108 Directions

Since 2021

Specialty:

✓Financial Planning ✓Retirement Planning ✓Investment Management ✓Estate Planning ✓Tax Planning ✓Risk Management ✓Insurance Planning ✓Education Planning ✓401(k) Plans ✓Annuities ✓Charitable Planning

"Symmetry Financial Advisors provides financial planning and investment management services that are customized to meet your ever-changing life. They can provide your family with education and clear guidance to help you reach your full potential. Nick Kloster is the founder of Symmetry Financial Advisors. His goal is to understand each person's story, where they came from, and where they want to be, and help them develop a flexible plan to enjoy every phase of life. With the CFP® practitioner, you will receive valuable, personalized strategies tailored to your unique needs. Symmetry Financial Advisors will ask you some basic questions, mostly centered around what’s important to you and what you are looking for in a relationship with an advisor.

2026 Highlights: Nick Kloster is a CERTIFIED FINANCIAL PLANNER®, ACCREDITED INVESTMENT FIDUCIARY® and holds Series 7 and 66."

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License #73179564

Contact:

(815) 420-4404

Mon-Wed: 8am - 5pm
Thu: 8am - 6pm
Fri: 8am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

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ROCKFORD RETIREMENT PLANNING, INC REVIEWS

When you contact Rockford Retirement Planning you will meet with Tony or his son Nino. They use your information to design a successful plan for you and your family. They have many services available to design your financial success for all life time. We strongly recommend them to design your plan for a lifetime of financial peace. Wendy and Carl.

ony was a real Blessing in setting up our retirement. Even though we never physically met he won our complete confidence and trust! Not only has Tony proved to be very knowledgeable about his work but he demonstrated genuine concern for our personal financial needs! Thank You Tony for always being there for us and never to busy to talk.

We've been working with Tony for over 8 years now and he has set us up with the right type of accounts to accommodate our retirement goals. We value Tony's financial advice and highly recommend to anyone beginning their retirement planning.

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SAVANT WEALTH MANAGEMENT REVIEWS

I inherited some money and a friend recommended Libby with Savant. I’m so thankful that she did! Libby and her team have been exemplary in handling my money. They sat down with me and we discussed my needs and risk level and have adjusted accordingly along the way. The funds are closely monitored and Libby keeps in contact with me and has always been available to answer my questions.

Savant is committed to helping individuals and institutions across the nation preserve their hard-earned capital and pursue steady, wise growth.

I have been with Savant for decades and it has been a very successful relationship. I am enjoying a comfortable retirement due to this association. They have always treated me with the utmost respect, answered all of my questions and discussed options available to me. I wholeheartedly recommend them.

SYMMETRY FINANCIAL ADVISORS REVIEWS

I too met Nick when he was going door to door. My wife and I thought it was unique that he was doing that and decided that we would definitely keep him in mind. When the time was right we sought him out and were glad we did. Nick is an outstanding young man and has always been there for us for all of our financial decisions. I always try to push friends and family towards him. We find him kind, courteous, and extremely knowledgeable. He will always be our advisor as long as he stays in the business.

My wife and I have had an awesome experience working with Nick Kloster and Jody Stieg. Nick has worked with us to develop an excellent financial portfolio! He also makes sure that we are on track for our financial future. Nick is honest and always in contact with us. We highly recommend his services.

Nick is one of the hardest working financial advisors I have ever worked with. Very happy with our portfolio performance under his tenure. I highly recommend him to anyone who is interested in increasing their wealth.

TBR® Inspection Score Report

ROCKFORD RETIREMENT PLANNING, INC Total Inspection Points: 117/120
Business Images: 8
Complete Info: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Review Analysis: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SAVANT WEALTH MANAGEMENT Total Inspection Points: 116/120
Acknowledgments: 8
Current Evaluation: 8
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10

TBR® Inspection Score Report

SYMMETRY FINANCIAL ADVISORS Total Inspection Points: 115/120
Experience: 7
Business Images: 9
Complete Info: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10