Keywords: establishment,finance,point_of_interest

World Financial Group Inc - Rockford (IL)

Address: 🏡 1935 S Alpine Rd, Rockford, IL 61108
Phone : +1 (815) 570-9130

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJobvK2UW_CIgRBE-VwTJwjeY

Others Near Rockford,IL

  • Top 15 Financial Advisors in Rockford, IL

    09-2025 World Financial Group Inc in Top 15 Financial Advisors in Rockford, IL
    • 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.
    Stifel - Rockford
    jody newman: Buyer beware. My fathers estate was very poorly managed by this group. At the age of 80 you should not invest in church bonds that mature at the age of 122. Very minimal growth in his fund resulting in me hiring a forensic accountant to see exactly what happened. I strongly encourage anyone to avoid them or at the very least watch every transaction in your accounts.
    Baird Private Wealth Management - Rockford
    Lucas Group Financial Advisors + CPAs - Rockford
    Lucas Group Financial Advisors + CPAs
    Rod Kimes: Excellent accounting firm. Very pleased with everyone’s attention to detail. Have had the pleasure of working with them on very complex issues and they never disappoint.
    United Capital Financial Advisors - Rockford
    Stillwater Financial, LLC. - Rockford
    Jon Muranko: Kurt is a great advisor.