When it comes to selecting a financial professional, bank, attorney or insurance company, relationships matter. We’ve found some of the region’s top providers, who pride themselves on building trust.
Your personal finances can be a source of pride or pain – and it’s entirely up to you which route you’ll take.
Given the right combination of smart choices and good timing, you can put your money to work in many ways. It can fuel your hopes and dreams, sustain your lifestyle, help you to prepare for retirement, and even provide a legacy for others when you’re long gone.
In these tumultuous times, it’s easy to fret about your financial picture and how you’ll support your family when conditions are constantly changing.
It’s important to know you’re not in this alone. No matter where you are in life, or in your financial journey, you can trust in the experts now, more than ever, to help you reach your goals.
Trust in your banker to help you save money and manage your debt. Chances are, that banker can also help you to finance big purchases and strategically stretch your cash in ways that will ensure you can make it through hard times.
When you’re feeling stable, seek an investment advisor to help you grow your nest egg for the future.
And rely on your insurance agent to help you protect all of the assets you’ve worked so hard to build.
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 related matters. These experts represent a wide range of banks and lenders, insurance agencies, trust and investment specialists, and mortgage providers, all with strong ties to our region.
What separates them from the rest of their stock is their determination to help you, the customer, to pursue your goals with confidence.
CoyleKiley Insurance Agency
CoyleKiley Insurance Agency is an independent agency specializing in business insurance, personal insurance, employee benefits and wealth management solutions. This all-encompassing agency has been recognized as an industry leader and trusted partner in creating customized solutions to meet clients’ long-term insurance and financial needs.
Rooted in the Rockford area for nearly 60 years, CoyleKiley excels through building strong, lasting relationships and providing superior client service with integrity and expertise. Our agents remain committed and engaged in the communities that we call home.
CoyleKiley has been built on quality service. As your consultants, our advisors will review your priorities to provide a customized plan and strive to keep you informed and compliant in an ever-changing insurance and financial market.
CoyleKiley Insurance Agency was formed on May 1, 2015, with the internal perpetuation of Coyle-Varland Insurance Agency, meaning our firm is built on 60 years of industry knowledge, integrity and expertise. Many of our employees have been in the insurance and investment fields for more than 30 years.
CoyleKiley Insurance Agency
Rockford: 810 N. Alpine Road, (815) 987-2170
Shelter Insurance, Lisa Radant Agent
Lisa Radant is a local agent with Shelter Insurance, an insurance firm with Midwestern roots now serving more than 18 states.
Its beginnings in Missouri in 1946 were closely tied to farms and agricultural operations, but over the years it’s grown to become a reliable partner in everything for auto, home, life and small business.
There are plenty of home insurance options at Shelter, including homeowners, dwelling, condominium, apartment owners and mobile home insurance. There’s also a personal articles package, which covers items not covered by other property insurance policies.
For more than 25 years, Lisa has built strong relationships with her clients, as she helps them to satisfy their goals and protect their most important investments.
Her specialties include auto, home, life, renters, boat, motorcycle, RV, farm and small business insurance policies.
Currently licensed in Illinois as well as in Iowa, Arkansas and Colorado, Lisa works from her conveniently located east Rockford office.
To learn how a relationship with Shelter Insurance can help you and your family, call Lisa today to schedule an appointment.
Shelter Insurance
Lisa Radant, LUTCF-Agent
Rockford: 7445 Newburg Road, Ste. 102, (815) 332-9312
ShelterInsurance.com/LRadant
German American State Bank
German American State Bank was founded in 1907, making us one of the oldest community banks in Illinois.
With four full-service branches in German Valley, Pecatonica, Winnebago and Seward, and a new Loan Production Office in Belvidere, our bank has continued to grow throughout the years, not only in location, but also in the products and services we provide to our customers.
While staying true to our roots, we continue to grow in innovation and technology to bring the best in banking to the communities we serve.
German American State Bank is a member of Foresight Financial Group, a multi-bank holding company that values and commits to community banking.
German American State Bank
German Valley: 100 Church St. • Pecatonica: 1305 Main St.
Seward: 3034 S. Pecatonica Road • Winnebago: 809 Cannell-Puri Ct.
Belvidere Loan Origination: 205 Cadillac Ct.
Stillman Bank
Serving the area since 1882, Stillman Bank has spent over 137 years forging a stable financial institution that is dedicated to the customers and communities it serves. With locations throughout Ogle and Winnebago counties, Stillman Bank still remains locally owned and headquartered right here in the Rock River Valley.
Stillman Bank prides itself on providing state-of-the-art technologies blended with local decision-making by skilled professionals in order to deliver financial products and services that conveniently fit your lifestyle.
In addition to the products and services it offers, Stillman Bank provides support to numerous community entities with monetary donations, resources, and volunteer hours. As your neighbors, they are truly living, working and investing in the betterment of our local communities.
Visit any one of their six full-service office locations and let them start earning your trust today.
Stillman Bank
Byron: 608 W. Blackhawk Dr. • Oregon: 1445 IL Rt. 2
Rochelle: 455 W. IL Rt. 38 • Rockford: 8492 E. State St.
Roscoe: 5250 Bridge St. • Stillman Valley: 101 E. Main St.
DiBenedetto & Associates ltd
DiBenedetto & Associates is a full-service investment management and financial planning firm with more than 35 years of experience in helping clients to achieve their financial goals.
As a fee-only registered investment advisory firm with experience in numerous financial services, we emphasize empathy, compassion, integrity, trust and personalized service in all we do.
DiBenedetto & Associates was founded by Chuck Dibenedetto in 1981. His sons, Alex and Jeffrey, joined the firm in 1998 and 2002, respectively.
DiBenedetto & Associates ltd
Rockford: 4920 Forest Hills Road, (815) 654-8850
German American State Bank, Ag Lending
While German American State Bank has been part of the local farm community for more than 110 years, our agriculture lenders understand the needs of today’s farm customers.
No matter what your operation – crops or livestock, commodity or specialty – we are committed to providing timely financial services personalized to your goals.
We offer competitive rates on a full range of products, including agricultural real estate loans, operating lines of credit, and livestock and equipment financing.
Online banking, mobile banking and remote deposit will help get things done when you’re on the move, but our experienced lenders will be available when and where you need us.
Visit our website or give us a call for more information. We look forward to growing with you.
German American State Bank
German Valley: 100 Church St. • Pecatonica: 1305 Main St.
Seward: 3034 S. Pecatonica Road • Winnebago: 809 Cannell-Puri Ct.
Belvidere Loan Origination: 205 Cadillac Ct.
Stillman Bank, Mortgage Services
Make your dream home a reality with financing from Stillman Bank. Whether you are looking to obtain a loan for a first home, refinance your current home, or take advantage of your home’s equity, your best interest is their prime concern.
As a local, independent community bank, Stillman Bank makes its loan decisions in-house, and it services the majority of its loans, which means your investment is getting re-invested into the community where you live and work.
They also employ the latest technologies to provide some of the fastest service available in today’s market. Stillman’s automated underwriting system allows lenders to provide credit underwriting decisions within minutes.
Get a free pre-approval by visiting stillmanbank.com, or stop in to any one of their six full-service office locations to speak with an experienced lender today.
Stillman Bank
Byron: 608 W. Blackhawk Dr. • Oregon: 1445 IL Rt. 2
Rochelle: 455 W. IL Rt. 38 • Rockford: 8492 E. State St.
Roscoe: 5250 Bridge St. • Stillman Valley: 101 E. Main St.
Lucas Group CPAs + Advisors
With over 30 years of accounting experience, Lucas Group CPAs + Advisors is dedicated to building meaningful relationships with individuals and businesses to provide comprehensive tax planning.
We know one of your top priorities is paying less in taxes; we will work with you throughout the year to develop a customized plan, with strategies tailored to your unique situation. With our affiliated wealth management firm, Lucas Group Financial Advisors, we can help you look beyond your taxes to retirement and estate planning, college savings strategies, and other major life goals.
Our personal, one-on-one service and expert tax return preparation and advice will give you peace of mind, knowing that your tax return is in capable hands. For businesses, we provide the focused analysis required to understand your numbers and make fiscally sound, informed decisions to drive business growth.
Call us today to see how our team can help you find your path to a sustainable, profitable business and more individual freedom.
Lucas Group CPAs + Advisors
Freeport: 524 W. Stephenson St., Ste. 200, (815) 235-9610
Rockford: 1617 Temple Lane, (815) 964-9955
Rohlik Financial Group
Rohlik Financial Group consists of financial advisors, investment adviser representatives and administrative support who are ready to serve our clients. We assist individual clients with their investment needs providing wealth management, retirement planning and insurance products. We also work with businesses to establish a benefit package suitable to the needs of the company while seeking competitive rates.
Rohlik Financial Group delivers continuing service with face-to-face contact and quality service. We take the time to ensure our client’s needs continue to be met and perform account reviews to ensure proper servicing of accounts during life events. We pride ourselves on educating our clients of different investment vehicles and account types. We value providing suitable suggestions by performing a thorough assessment of each client’s unique goals and objectives.
We have offices located in Rockford and Minneapolis, Minn., and would love the opportunity to learn how we can assist you with your financial services needs.
Rohlik Financial Group
Rockford: 4615 E. State St., Ste. 200
Minneapolis: 6424 W. Lake St.