Personal & Financial Strategies

2018 Guide to Professional Services Providers


When it comes to selecting a financial professional, bank, attorney or insurance company, relationships matter. Browse through some of the region’s top providers, who pride themselves on building trust.


Y our personal finances can tell a lot about you – your habits, your hopes and dreams, your ability to maintain your lifestyle and prepare for retirement. Are your finances where you want them to be?

The truly successful among us know it’s hard to maintain financial success without seeking a little help along the way. Sooner or later, we’re likely to need the help of an expert or two. Maybe it’s managing debt or financing a big purchase. Maybe it’s buying a home or paying your taxes. Maybe it’s protecting your investments with some insurance, or settling a legal matter. Or maybe it’s setting aside some of your earnings for future expenses and a decent retirement.

Whatever your need, financial services professionals can help you to set and achieve your goals.

Our region boasts a wide range of experts who excel in their fields and have built their careers on providing quality service to others in an ever-changing world. Some are backed by the expertise and power of major, national-level organizations while others enjoy a deep local following built by years of dedicated service.

In this year’s guide to financial services professionals, we’ll introduce you to some of our region’s experts who stand at the ready to provide their expertise in financial and other matters. These experts represent a wide range of banks, credit unions, insurance agencies, trust and investment specialists, and mortgage providers around our region.

What separates them from the rest of the stock is their determination to put you, the customer, first and foremost, as they help you to accomplish your goals.

Illinois Bank & Trust

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Midland States Bank

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MembersAlliance Credit Union

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Rockford Bank & Trust

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CoyleKiley Insurance Agency

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Byron Bank

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Midland Wealth Management

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Rockford Bank & Trust, Wealth Management

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IB&T Investment Services

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Illinois Bank & Trust, Mortgage Services

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Stifel, Wealth Management Advisors

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MembersAlliance Credit Union Mortgage Services

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Charles Schwab

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Edward Jones/Mike Donnelly

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Palmer Klaas Financial Group, LLC

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Regal Investment Advisors

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Senior Advisors of Illinois

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Waterside Financial Advisors

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