3 Best Gold IRA Investment Companies Near Me in Rockford, IL – Retirement Planning Services
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Jacob Fitzgerald – Financial Advisor, Ameriprise Financial Services, LLC
ADDRESS: 6068 Palo Verde Dr Ste 3, Rockford, IL 61114, United States
NUMBER: +1 815-316-6460
DESCRIPTION FROM BUSINESS: As an Ameriprise financial advisor serving clients in the Rockford, IL area, Jacob Fitzgerald will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future…
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I was referred to Jake by a friend and couldn’t be happier. I trust him completely with my money—he’s very knowledgeable and highly professional. – Rudi Ali
REVIEW #2 – 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 Jake’s personal care, knowledge, and services are distinctively above the norm. – Tom Etier
REVIEW #3 – 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. – Emily Austin
REVIEW #4 – 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. He’s smart, he’s driven, he’s organized and he’s proactive! – Monica Hills
REVIEW #5 – Jake is honest and you can trust him. Does a great job with my money. Thanks – Pat Hess
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Rockford Retirement Planning, Inc.
ADDRESS: 555 S Perryville Rd Suite 209, Rockford, IL 61108, United States
NUMBER: +1 815-633-9595
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:00 AM – 1:00 PM / 2:00 PM – 8:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 1:00 PM / 2:00 PM – 5:30 PM | |
| Wed | 9:00 AM – 1:00 PM / 2:00 PM – 8:00 PM | |
| Thu | 9:00 AM – 1:00 PM / 2:00 PM – 5:00 PM | |
| Fri | 9:00 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We’ve been working with Tony for over 8 years now and he has set us up with the right type of accounts to accommodate our retirement goals. We value Tony’s financial advice and highly recommend to anyone beginning their retirement planning. – Tamara Hillis
REVIEW #2 – Tony has made us feel so confident and comfortable and listen to all of our concerns and what we plan and wish for in the future and is helping us to make it happen. – Trisha Aurand
REVIEW #3 – Tony and his group have been helpful in pre planning our retirement. They are responsive to any questions and east to work with. – K Merhar
REVIEW #4 – When you contact Rockford Retirement Planning you will meet with Tony or his son Nino. They use your information to design a successful plan for you and your family. They have many services available to design your financial success for all life time. We strongly recommend them to design your plan for a lifetime of financial peace. – Carl Pearson
REVIEW #5 – I was able to retire a minimum of two years earlier than I thought was possible. Thank you Tony & Nino. When there is an issue, they handle it. They take great care of their clients. I highly recommend. – Nancy Carreno
REVIEW #6 – Tony and Nino at RRP have been very responsive to my questions and concerns. They patiently answered all of my questions and help me feel at ease with some big decisions that I have needed to make. – Scott Matthews
REVIEW #7 – Tony is very patient and knowledgeable. As a single woman nearing retirement age, he puts me at ease and explains things in a way I can understand. I appreciate his honesty and genuine concern for his clients. – Darcey Trotter
REVIEW #8 – I went to Antonio’s seminar to get info on if I should take social security at 67 or 70. I was 65 at the time. He asked me if he showed me I could get more money monthly than I am now, if I retired now, would I do it. This would be for the rest of my life, and was without using my 401K! Well, long story short, I retired the next month! – Maurice Boyd
REVIEW #9 – My husband & I have used Tony Filippone as our Financial Advisor for many years. He is our 3rd financial advisor & we are so glad we moved our investments to Tony. We have realized more growth than our previous financial advisors.
Tony provides regular emails about what is happening in the market & most recently how the new taxes changes will affect retirees. His information is written in easy to understand language.
We highly recommend everyone to meet with Tony & listen to how he can help you prepare for retirement & how to survive long term investments & enjoy your retirement. – Linda Bunkers
Symmetry Financial Advisors
ADDRESS: 6833 Stalter Dr # 201, Rockford, IL 61108, United States
NUMBER: +1 815-420-4404
DESCRIPTION FROM BUSINESS: We are financial advisors providing life-centered financial planning and investment management for busy professionals, pre-retirees, and those already enjoying retirement…
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I too met Nick when he was going door to door. My wife and I thought it was unique that he was doing that and decided that we would definitely keep him in mind. When the time was right we sought him out and were glad we did. Nick is an outstanding young man and has always been there for us for all of our financial decisions. I always try to push friends and family towards him. We find him kind, courteous, and extremely knowledgeable. He will always be our advisor as long as he stays in the business. – Kevin Buchanan
REVIEW #2 – I met Nick when he was just starting business by going door to door to introduce himself and what he did. I didn’t give him my business right away but he kept in contact with me. the place I had my investments were not returning my calls so I got in touch with Nick and went to speak with him. He answered my questions and I gave him a portion of my money to invest and told him if I didn’t like what he did I would take it back. Well after a year I was so impressed with what he did for me and how he kept me informed about what was happening that I took all of my money and investments to him. I am grateful for his interest in my needs for retirement and how I can succeed with his help. If you or any of your friends are in need of someone who is trustworthy and works for you Nick kloster is your person. I have sent other people to him and they also switched to him. I trust him to do what is best for me and I know he will do the same for you.
Thank you Nick. – Geri Stenroos
REVIEW #3 – We have been with Nick for many years. He has given us wonderful advice. He assured me I could retire at 65. Nick is a phone call away if we have questions. There is no one else I would trust with my financial future. – Sandy Parker
REVIEW #4 – My wife and I have had an awesome experience working with Nick Kloster and Jody Stieg. Nick has worked with us to develop an excellent financial portfolio! He also makes sure that we are on track for our financial future. Nick is honest and always in contact with us. We highly recommend his services! – Duane Introwitz
REVIEW #5 – Nick is one of the hardest working financial advisors I have ever worked with. Very happy with our portfolio performance under his tenure. I highly recommend him to anyone who is interested in increasing their wealth. – Mark Mitchell
REVIEW #6 – My wife and I live in Indiana and thanks to Zoom meetings we have found that Nick can (and has) set up meetings with us just as if we are right there in his office. Jody is awesome and assists with (easy) DocuSign(ing) of documents. Nick is trustworthy and accurate and on top of his game. Anyone can and should feel at ease working with Nick and staff if they live outside of Rockford!! We are most satisfied!! – Jeff Wills
REVIEW #7 – Nick was very professional and gave us great financial advice to ensure we have the best plans in place for our future retirement. Nick was quick to respond and very knowledgeable in his field of expertise. I would recommend Symmetry Financial Advisors to anyone looking for financial services. – William
REVIEW #8 – Nick and his staff are 100% on top of their game. Nick has been my financial advisor for abou 20 years now and his advice on guiding my wife n I to a very comfortable retirement has been very successful and informative. He is very knowlegable and keeps you in formed w/ ideas and investment strategies on a regular basis. You will never find another investor that is more caring and genuine as Nick Kloster. He gets a perfect 5 STAR rating from us. – Rusty Love
REVIEW #9 – I have been with Symmetry Financial for over a year now and I am extremely pleased with the service we have received. Nick Kloster has been very knowledgeable, straightforward and trustworthy in managing our portfolio. And the staff has also always been courteous and prompt in meeting each of my lesser clerical needs.
I would definitely recommend Nick and his team. – David Swenson
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