Keywords: establishment,finance,insurance_agency,point_of_interest

Bates Financial Advisors, Inc. - Rockford (IL)

Address: 🏡 8437 Northern Ave, Rockford, IL 61107
Phone : +1 (815) 332-4020

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJE5alXcy5CIgRQ2somGNi05g

Others Near Rockford,IL

Pathfinder Wealth Management - Rockford
Nick Miller: Outstanding wealth management coaches. If you can, highly recommend you attend one of their classes at NIU Rockford and learn about financial pitfalls to avoid and gain peace of mind investing for the long run!
Jacob Fitzgerald - Financial Advisor, Ameriprise Financial Services, LLC - Rockford
Emily Austin: Jake took our investments and balanced our portfolio to help maximize our return. He is completely trustworthy and honest. We are very happy to have his oversight of our retirement portfolio.
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Kevin Klaas: Great financial institution! Brent and his team are responsive and good at what they do.
Waterside Financial Advisors - Rockford
Garside Steve: I highly recommend Waterside. Been extremely satisfied with their service and attention to detail. A pleasure to work with. Great folks.
Kevin Heideman - Financial Advisor, Ameriprise Financial Services, LLC - Rockford
Tim Hardy: Great guy, very helpful.
Wells Fargo Advisors - Rockford
Imelda Reese: Jack Wheeler and his team always has our Best interest at heart,He literally goes out of his way to help us administer our finances from beginning to end ! Jack wheelers mild manner and confidence put us at ease,so refreshing. He reminds me of George Baily on "A Wonderful life" Because of his loyalty to community and the care we received ❤️ Grateful for his wisdom and help. Thank you Jack Wheeler and yr team Merry Christmas Mrs Reese
Savant Wealth Management - Rockford
Jeffrey Wampler: Watch your money with these guys, the only positive thing, I can say is they are honest about who they are in marketing ("fee only advisory firm"), sad I was too dumb to understand, the is NOT a feature. Their advisor Tony Spartanburg told me about their track record and that they have 1M floor, while they have many articles suggesting they need 300K as a minimum. Regardless they got the 1M, invested about 1/2 of it after a month, then charged fees for 5 mos with still only 1/2 invested, and what they invested lost money. But, heres the cool part (for them) if at any moment there is an increase in the assets they charge fees over the 1M floor @1%, and when its at a loss, they say its a floor. So.... if you consider this company make sure you understand their fee structure. Also to add, I have 6 other firms I work with, and the same window was a gain on invested assets, and Savant was a loss. As with any investment, no one should care about fees if its making more than their peers net of fees. In my case, they not only didnt make any money, but, lost money, doubled down on fees, and had a pompous attitude when I called to discuss it. IMHO there are much better firms to invest with.
Anchor Wealth Management - Rockford
Carol H: Adam has done very well for/with us. Not pushy or selling anything. Listens and clearly lays out options. Highly recommend his services. We have been with him over 12 years. He has well earned his $.
RBC Wealth Management Branch - Rockford - Rockford
Julie Grice: I have been very happy with this company, answered all my pointed questions. Everything was handled professionally and quickly.
OneMain Financial - Rockford
Lea Fowler: I would have given 5 stars because my experiences before have all been 5 stars. This time there was a person from another office helping out who screwed up the account number for my deposit and seemed to be more focused on getting me to buy an additional insurance package they offer instead of doing my loan right. Thankfully Christina came to the rescue & got everything straightened out.
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