Keywords: establishment,finance,point_of_interest

Merrill Lynch Wealth Management - Rockford (IL)

Address: 🏡 973 Featherstone Rd, Rockford, IL 61107
Phone : +1 (815) 654-6363

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJH62NR3a5CIgRRsrc8HEnCSU

Others Near Rockford,IL

  • Top 15 Financial Advisors in Quincy, IL

    09-2025 Merrill Lynch Wealth Management in Top 15 Financial Advisors in Quincy, IL
  • Top 15 Financial Advisors in Rockford, IL

    09-2025 Merrill Lynch Wealth Management in Top 15 Financial Advisors in Rockford, IL
  • Top 15 Financial Advisors in Springfield, IL

    09-2025 Merrill Lynch Wealth Management in Top 15 Financial Advisors in Springfield, IL
  • LR Financial Planners, LLC - Rockford
    Craig Stear: Ben Davis with LR financial has been taking care of my finances for almost a year now. Ben explains financial issues clearly and has my interest at heart. Under my request he also nudges me to save more (something we all need to do). I would suggest Ben to anyone.
    James P Michelsen - Private Wealth Advisor, Ameriprise Financial Services, LLC - Rockford
    James P Michelsen - Private Wealth Advisor, Ameriprise Financial Services, LLC
    World Financial Group Inc - Rockford
    Patty Nunez: They were very nice especially Kendall
    Charles Schwab - Rockford
    Roc Ordman: I had my retirement funds in TIAA CREF. The past few years they showed little increase. So I transferred my money to the stock market at Schwab with Aaron Urbelis. I moved the money in Feb 15, 2024. Today, May 31, 2024, 4 and a half months later, I have more than twice as much money! What a joy. Aaron explains everything clearly. How wonderful. -Roc (retired biochemistry professor)
    Aspire Financial Group - Ameriprise Financial Services, LLC - Rockford
    Edward Jones - Financial Advisor: Erna E Colborn, CFP®|ABFP®|AAMS®|CRPS™ - Rockford
    Debbie Best: Ernas thoroughness is unsurpassed. She exhibits extraordinary concern for the financial well-being of her clients. It is a pleasure to engage with such a trusted advisor.
    Edward Jones - Financial Advisor: Michelle R Bowman - Rockford
    Gwen Truesdale: Michelle has excellent technical knowledge along w a personal.touch that gives us confidence in our financial health. She and her team provide prompt communication and are professional and positive. We have had several ed jones advisors and she is the best by far.
    Jones Financial Group of Raymond James & Associates - Loves Park
    Colleen Glodo: They are Amazing.
    Ridgeline Private Wealth - Rockford
    Aaron and Jenna Traum: Steve is an extremely knowledgeable asset to our wealth planning, and his communication skills are impeccable! We trust him and RPW to help us navigate the (sometimes) confusing aspects of wealth management.
    Principal Financial Group - Rockford
    Jon Delphine: High fees and low interest - you are basically paying them to take your money if you invest with them. Very disappointing. I am down 11.25% on a cash deposit IRA after 5 years. Thats basically just from fees. I have not used any service since the rollover, other than today to cash-out. Shame on you Principal. You are supposed to help me acquire wealth for retirement. Not only did you not increase the dollar amount in the account - you caused it to lower. I would have been better with the money in a savings account. Your fees were significantly higher than the interest. Additionally if I look at inflation and a 10% penalty (to avoid you taking it all) - I have lost over 40% of the initial deposit in 5 years. I dont think I would use you ever again, for anything.