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Showing 1 - 10 of 10 results
SAVANT CAPITAL, LLC
SAVANT CAPITAL, LLC
Rockford, Illinois
500+ employees
At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans. If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life. Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Retirement Benefits Rank
Market Competitive
STATE BANK OF TOULON
STATE BANK OF TOULON
Toulon, Illinois
25-49 employees
State Bank of Toulon is a community bank founded in 1903 with offices in Toulon IL, Galva IL, and Kewanee IL. SBT has been providing banking services and has continued to grow over the last 110 years, to more than $200 million in Total Assets today. We are A Real Community Bank, specializing in personal customer service and a variety of deposit and loan products. Bank With Someone You Know!
Retirement Benefits Rank
Top Benefits
NELSONCORP WEALTH MANAGEMENT
NELSONCORP WEALTH MANAGEMENT
Clinton, Iowa
1-24 employees
Counsels clients on wealth distribution and tax planning strategies. Securities offered through Cambridge Investment Research Advisors, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and NelsonCorp Wealth Management are not affiliated.
Retirement Benefits Rank
Top Benefits
NIKULSKI FINANCIAL, INC.
NIKULSKI FINANCIAL, INC.
Bettendorf, Iowa
1-24 employees
Nikulski Financial, Inc. is a fee only Registered Investment Advisory (RIA) firm that emphasizes comprehensive financial planning. Being an RIA means that we have a fiduciary duty to keep our clients’ best interests at the forefront of all decisions. We believe this is accomplished through the values-based relationships we build with our clients. The level of personalized service we provide is the engine that drives us to achieve excellence in our industry.
Retirement Benefits Rank
Top Benefits
MASSINO FINANCIAL GROUP, INC.
MASSINO FINANCIAL GROUP, INC.
Rockford, Illinois
1-24 employees
Massino Financial Group is a financial services company based out of 7445 Newburg Rd Ste 101, Rockford, Illinois, United States.
Retirement Benefits Rank
Market Laggard
LANA M. ENGEN
LANA M. ENGEN
Rockford, Illinois
1-24 employees
With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.
Retirement Benefits Rank
Top Benefits
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BATES FINANCIAL GROUP, INC.
BATES FINANCIAL GROUP, INC.
Rockford, Illinois
1-24 employees
Bates Financial Group, Inc. is one of the oldest and most experienced financial planning firms in the area. Our founder, George E. Bates, brings over 50 years of experience and expertise in the financial planning and investments industry. Helping our clients achieve their financial goals, such as their desired retirement income, leaving an estate for their family or favorite charity, minimizing their income taxes, or realizing their life’s dreams, are of the utmost importance to us. We focus on building a trusting relationship with them and seek to provide for them disciplined, innovative, and forward thinking investment strategies that are consistent with our investment beliefs.
Retirement Benefits Rank
Below Market
VITAL WEALTH
VITAL WEALTH
Clinton, Iowa
1-24 employees
Investment advisory services offered through Central Wealth Management, LLC dba Vital Wealth, a SEC Registered Investment Advisor.
Retirement Benefits Rank
Market Competitive
FORTHRIGHT FINANCIAL PLANNING
FORTHRIGHT FINANCIAL PLANNING
Sycamore, Illinois
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Market Laggard
FIRST WEALTH FINANCIAL GROUP, LLC
FIRST WEALTH FINANCIAL GROUP, LLC
Clinton, Iowa
1-24 employees
We focus on the effectiveness and efficiency of money to bring value to your life, so that you can enjoy the richness and comfort of retirement. We’re good at what we do, just like you are. First Wealth Financial Group offers investment strategies for retirees, people who prefer not to conduct their financial planning themselves, and people looking for a financial advisor with proven experience and integrity.
Retirement Benefits Rank
Market Laggard