3 Best Financial Services in Rockford, IL

Here’s The Deal:
Symmetry Financial Advisors is an independent financial planning firm in Rockford, Illinois. Nick Kloster is the founder of the firm. He believes people's values regarding money are shaped by their personalities and unique experiences. The team provides customized financial planning and investment management services to meet their clients' ever-changing lives. They can provide families with education and clear guidance to help them reach their full potential. They follow fiduciary standards through an advisory relationship devoted to putting their client's best interests first. They offer no proprietary products and operate without pressure from a firm to sell a particular product or meet sales goals. Their roots are in this community, and they view their clients in the same light as their friends, family, and neighbors. Clients' goals become their guidelines, and they are relentless in helping clients pursue their best financial lives while providing exceptional service.

Here’s The Deal:
Seyller Financial Group is one of the leading financial planners in Rockford, Illinois. Fabian Seyller is the president and owner of the firm. The team believes in helping clients achieve their financial goals and manage their finances. One of the benefits of working with them is their ability to provide clear explanations of often complicated financial products and services. Each of their agents offers extensive personal and professional experience, and many hold professional designations in the financial industry. In addition, their team of Independent Adviser Representatives is licensed to sell various investment and insurance products. At Seyller Financial Group, LLC, they believe everyone should be able to live the retirement they’ve always wanted. Their team of professionals can help clients create a well-thought-out strategy using a variety of investments and insurance products and services designed to help address their financial needs and concerns.

Here’s The Deal:
Jen Reisinger has a successful tenure as a financial advisor at Edward Jones, leveraging her expertise to assist clients. She holds Series 7 and 66 registrations and earned the Accredited Asset Management Specialist™ and Chartered Retirement Plans Specialist professional designations. She completed her Bachelor of Science degree from Miami University, Oxford. As a financial advisor, Jen Reisinger helps people reach their financial goals. She does this by first understanding what is important to her clients and looking at the whole picture. She collaborates with her clients' attorneys and CPAs when necessary to provide comprehensive service. After 22 years in the financial industry, working in tax, manufacturing, and financial services, Jen Reisinger joined Edward Jones in 2014.