Keywords: establishment,finance,point_of_interest

Jacob Fitzgerald - Financial Advisor, Ameriprise Financial Services, LLC - Rockford (IL)

Address: 🏡 6068 Palo Verde Dr Ste 3, Rockford, IL 61114

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ3a8mjnO5CIgRzJEi-SEkto0

Where is Jacob Fitzgerald - Financial Advisor, Ameriprise Financial Services, LLC 🏡?
6068 Palo Verde Dr Ste 3, Rockford, IL 61114
What is the phone number Jacob Fitzgerald - Financial Advisor, Ameriprise Financial Services, LLC 📱?
(815) 316-6460
What Clients Are Saying about Jacob Fitzgerald - Financial Advisor, Ameriprise Financial Services, LLC (on GG)

5 /5 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.

5 /5 Pat Hess: Jake is honest and you can trust him. Does a great job with my money. Thanks

5 /5 branthulsebus: Known Jacob for a few years and have complete trust and confidence with him

5 /5 Tom Etier: YES - Financial Management does matter. I am a long term business owner understanding the true need for a quality $$$ advisor. Jake has proven to be a valuable Professional service provider. I am old enough to know Jakes personal care, knowledge, and services are distinctively above the norm.

5 /5 Monica Hills: Jake and his team are the cream of the crop! His advice and insights have been invaluable, and we are so happy with his service. Hes smart, hes driven, hes organized and hes proactive!
Convenient Location
GG map: https://www.google.com/maps/place/?q=place_id:ChIJ3a8mjnO5CIgRzJEi-SEkto0

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09-2025 Jacob Fitzgerald - Financial Advisor, Ameriprise Financial Services, LLC in Top 15 Financial Advisors in Rockford, IL

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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 $.

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Julie Grice: I have been very happy with this company, answered all my pointed questions. Everything was handled professionally and quickly.

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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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Deb Palmeri: I cant say enough how wonderful the staff at Heights Finance assist in your financial needs. Jessica and Danielle are fabulous! I highly recommend them!!

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Emily Austin: I have been in a networking group with Ryan and have found him to be person of high character and integrity. His professionalism and knowledge of his field is excellent.

Merrill Lynch Wealth Management - Rockford

Michael Smith: The character of the employees should be questioned by anyone who might use their company. Maria just so you know, it doesnt take long for drivers to spread what you have done. I also have been a victim of your tip baiting. Character matters and you have none!