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Showing 1 - 12 of 17 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
BANK OF MILTON
BANK OF MILTON
Milton, Wisconsin
1-24 employees
$66,000,000 assets
Retirement Benefits Rank
Market Competitive
EXEMPLAR FINANCIAL NETWORK, LLC
EXEMPLAR FINANCIAL NETWORK, LLC
Crystal Lake, Illinois
50-99 employees
Exemplar Financial Network was founded by financial professionals just like you. We believe that business is built on relationships and building them is our business. Exemplar is: - Advisors helping Advisors - Sharing best practices - Identifying and filling knowledge gaps - Increasing efficiency and competence - Collaborating leads to innovations. Our success is knowing that success is the result of helping others reach their goals. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member Finra.com / SIPC.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit www.exemplarfnadvisor.com.
Retirement Benefits Rank
Below Market
KLAAS FINANCIAL ASSET ADVISORS, LLC
KLAAS FINANCIAL ASSET ADVISORS, LLC
Loves Park, Illinois
25-49 employees
OUR MISSION: We are deeply committed to our client’s personal and financial wellbeing. We endeavor to deliver clear, objective, and prudent financial advice, while adhering to the principal of good stewardship. Our recommendations are designed to help grow, preserve, and eventually transfer wealth in accordance with our client’s personal goals and objectives. We strive to create a relationship of respect and integrity that will allow our clients to focus their time, energy, and resources on faith, family and friends. ABOUT US: Klaas Financial has been in business since 1976 and we have offices in Northern Illinois and Southern Wisconsin. We help individuals, families and companies plan and invest for retirement. Our objective is to provide our customers with answers to all their retirement questions in 1 place. Klaas Financial Asset Advisors, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission.
Retirement Benefits Rank
Top Benefits
ONPATH FINANCIAL, LLC
ONPATH FINANCIAL, LLC
St. Charles, Illinois
1-24 employees
The team at OnPath Financial works tirelessly with our clients to help bring better clarity into their financial lives. In volatile times, the need for such coordination has never been greater. The path to success requires attention. It’s time to engage. It’s time to plan. It’s time to Refocus Your Wealth.™ Securities offered through LPL Financial. Member SIPC www.sipc.org. Advisory Services offered through HighPoint Advisor Group, LLC, a registered investment advisor. HighPoint Advisor Group LLC, OnPath Financial, and OnPath Private Client are separate entities from LPL Financial. The registered representatives and investment advisor representatives of LPL Financial that are associated with this site are registered to discuss and transact securities business in the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Top Benefits
FORM WEALTH, LLC
FORM WEALTH, LLC
Lake Geneva, Wisconsin
1-24 employees
With the goal of making people’s lives better, it was easy for Tyson Ray and Luke Kuchenberg to team up and co-found FORM Wealth Advisors in 2001. Being close personal friends since childhood, they developed a shared vision to launch an independent, holistic practice that could help clients not only manage their wealth, but to help their clients and their family plan to achieve their life goals. Through the past 20 years of serving our clients, the team at FORM Wealth Advisors has adopted three ways of communicating our guidance to the people we serve. As a coach, we engage clients to discuss what they want out of life in order to effectively plan for their future endeavors. As a teacher, we educate our clients about the limited resources of time, energy, and money by providing truthful information experienced perspective. As an advocate we seek to motivate clients to live the life that they desire. At FORM Wealth Advisors, we are proud to see the positive impact we have made in our clients' lives. We promise to continue to make a widespread impact that can be felt not only in the lives of our clients, but also in our beloved local and global communities. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Retirement Benefits Rank
Market Competitive
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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
BIG TIMBER WEALTH MANAGEMENT
BIG TIMBER WEALTH MANAGEMENT
Elgin, Illinois
1-24 employees
Licensed Life and Health Insurance agent in the state of Illinois. Financial paraplanner and assistant to CFP®. Additionally, I currently pursing my own future CFP® license and enrolled at the College for Financial Planning.
Retirement Benefits Rank
Market Laggard
RIVERSTONE WEALTH PARTNERS MANTHEI, LLC
RIVERSTONE WEALTH PARTNERS MANTHEI, LLC
St. Charles, Illinois
1-24 employees
Many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets. That's where Riverstone Wealth Partners can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with our clients. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Riverstone Wealth Partners, LLC. 606 Riverside Ave, St. Charles, IL 60174. 630.513.7122. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Retirement Benefits Rank
Below Market
COLONNADE ADVISORS LLC
COLONNADE ADVISORS LLC
Crystal Lake, Illinois
1-24 employees
Colonnade Advisors LLC is a leading investment bank focused on the business services and financial services industries. We provide proven M&A expertise and extensive industry knowledge in focused sectors to optimize outcomes for our clients. We have built our network of relationships and execution experience the hard way: deal by deal since Colonnade’s founding in 1999 and through years at Wall Street investment banks and other leading financial services firms. We are experts at structuring, negotiating, and executing complex financial transactions for both public and private companies. We advise large institutions, private equity firms, and entrepreneurs. Our clients hire us because we’re experts in our field and subject matter experts. We help our clients sell their companies, buy strategic assets, and raise capital. To date, Colonnade has advised on over $9 billion in transactions.
Retirement Benefits Rank
Market Competitive
KAPCO FUTURES, INC.
KAPCO FUTURES, INC.
Elgin, Illinois
1-24 employees
Kapco Futures offers a quantitative approach to ag risk management through our proprietary SMART Matrix. We are uncompromising in the pursuit of prosperity for midsize farmers and feeders.
Retirement Benefits Rank
Market Leading
MORTON PRIVATE WEALTH STRATEGIES INC.
MORTON PRIVATE WEALTH STRATEGIES INC.
Geneva, 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
Below Market