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Christmas without Cash Rockford IL

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Rockford, IL. We have compiled a list of businesses and services around Rockford, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Brian Conroy
SAVANT Capital Management, Inc.
(815) 227-0300
190 Buckley Drive
Rockford, IL
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Thomas Muldowney
SAVANT Capital Management, Inc.
(815) 227-0300
190 Buckley Drive
Rockford, IL
Expertises
Planning Issues for Business Owners, Estate & Generational Planning Issues, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, ChFc, CLU, CRC, MSFS

Mr. Ned M. Burns, CFP®
(815) 397-3737
929 S Alpine
Rockford, IL
Firm
Benefit Planning Services
Areas of Specialization
Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Raymond C. Schenk, CFP®
(815) 231-2845
6838 E State St
Rockford, IL
Firm
Alpine Trust & Investment Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable



Data Provided By:
Mr. Bruce D. Vandegrift, CFP®
(815) 961-7121
501 7th St
Rockford, IL
Firm
BMO Private Bank
Areas of Specialization
Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Profession: Not Applicable

Data Provided By:
Jon Aldrich
Focus Financial Advisors
(815) 633-8844
6870 Rote Road, Suite 101
Rockford, IL
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Planning Concerns for Corporate Executives, Tax Planning, Retirement Plan Investment Advice, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mrs. Lisa M Roche-Berlage, CFP®
(815) 484-5649
4949 Harrison Ave
Rockford , IL
Firm
Wipfli Hewins Investment Advisors
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Divorce Issues, Investment Management, Life Planning, Retirement Planning, Women's Finances
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Andrew L. Larsen, CFP®
(815) 332-6700
7445 Newburg Rd
Rockford, IL
Firm
Massino Financial Group
Areas of Specialization
Wealth Management

Data Provided By:
Mr. David J. Klintworth, CFP®
(815) 231-7477
1252 Bell Valley Rd
Rockford, IL
Firm
RSM McGladrey Inc
Areas of Specialization
Charitable Giving, Divorce Issues, Estate Planning, Insurance Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided By:
Julie A. O'Rourke, CFP®
(815) 231-2822
6838 E State St
Rockford, IL
Firm
Alpine Trust and Investment Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Retirement Planning, Social Security Planning, Women's Finances

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