Finding the best professionals to help you through life’s challenges? There’s an investment worth making. Here’s a quick look at a few of our area’s top experts who can help with your family’s financial needs.
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.
Cornerstone Credit Union, Business Lending
Your business needs financial tools and resources to help it grow and prosper for a long time.
Let Cornerstone Credit Union (CCU) help you to succeed. We’re focused on putting members first, and because we’ve served our community for over 80 years, we have the financial knowledge and experience to help your business become a success story.
Our financial service representatives can assist local businesses to obtain credit more easily and affordably, empowering local clients with the financing needed for everything from renovations, furniture and fixtures to inventory and delivery vehicles.
With our variety of competitive rates and terms available, we can serve a wide range of businesses, from small and moderate-sized firms to nonprofits, entrepreneurs, landlords, medical clinics and agricultural communities.
Let Cornerstone find financial solutions through personal and business banking services designed with you specifically in mind.
CornerStone Credit Union
Freeport: 550 W. Meadows Dr. • Sterling: 615 W. Third St.
South Beloit: 640 Blackhawk Blvd. • Milledgeville: 334 N. Main Ave.
(800) 711-3277
cornerstonecu.org
Stillman Bank, Trust Services
Financial planning is about more than just allocating assets and watching them grow. It’s about securing your family’s future as well. Stillman Trust & Wealth Management is proud to offer a full range of trust and investment services that can help give you peace of mind. These services include trust administration, retirement planning, estate planning, investment management and more.
Managing your assets, especially in today’s financial marketplace, requires knowledge and expertise.
Stillman Trust & Wealth Management takes pride in offering their clients innovative financial solutions to help build and protect their assets. And as a fiduciary, they provide comprehensive, creative and personalized solutions while also acting in their customers’ best interests.
Investments available through Stillman Trust & Wealth Management (1) are not FDIC insured (2) are not deposits, obligations, or guaranteed by the bank and (3) are subject to investment risk including possible loss of principal.
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.
CoyleKiley Insurance Agency
CoyleKiley Insurance Agency is an independent agency specializing in business insurance, personal insurance, employee benefits and life insurance 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
Stillman Bank
Serving the area since 1882, Stillman Bank has spent almost 140 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.
Contact 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.
Cornerstone Credit Union, Auto Lending
Drive home a great deal with Cornerstone’s auto lending.
Serving the northwest Illinois area for over 80 years, Cornerstone Credit Union offers affordable, secure personal loans to their valued members.
If you are in the market for a new or used vehicle, turn to Cornerstone for unbeatable financing. We offer pre-approval, financing through your dealer, or a refinance of your loan from another lender at a better interest rate. We have terms to fit your budget as well as added protection and insurance products.
You may conveniently apply online at cornerstonecu.org or give us a call. Our financial service representatives will work with you to provide the best financing. All in all, you’ll enjoy a pleasant buying experience with the help of your local credit union.
Cornerstone Credit Union is open to anyone who lives or works in 11 counties in northwest Illinois and Wisconsin: Boone, Bureau, Carroll, JoDaviess, Ogle, Lee, Stephenson, Whiteside and Winnebago in Illinois; and Green and Rock in Wisconsin.
Cornerstone Credit Union
Freeport: 550 W. Meadows Dr. • Sterling: 615 W. Third St.
South Beloit: 640 Blackhawk Blvd. • Milledgeville: 334 N. Main Ave.
(800) 711-3277
cornerstonecu.org
Illinois Bank & Trust
Illinois Bank & Trust is a full-service institution serving Rockford, Galena, Elizabeth and Stockton, with nine banking centers located in northern Illinois.
We focus on delivering a community bank touch with a big-bank punch. Because we offer checking and savings, small-business products and services, and car and home equity loans, we provide something for everyone.
Our staff consists of friends and neighbors with many years of experience – all committed to making Great Things Happen™ in the communities we serve.
Illinois Bank & Trust
Rockford: 6855 E. Riverside Blvd. • 2625 Stowmarket Ave.
Galena: 971 Gear St. • 403 S. Main St. • Machesney Park: 1515 West Lane Road
Elizabeth: 151 N. Main St. • Stockton: 11655 U.S. 20 East
IllinoisBank.com
Charles Schwab
At Charles Schwab, we believe in the power of investing to help individuals create a better tomorrow.
We have a history of challenging the status quo in our industry, innovating in way that benefit investors, advisors and employers who serve them, and championing our clients’ goals with passion and integrity.
Schwab’s independent branch in Rockford opened in 2013 and has since been offering local residents access to a range of investing and wealth management guidance, products and services.
The branch is led by Independent Branch Leader Mark Gerard, a financial services professional with 20 years of experience in financial planning and portfolio design.
Clients can also meet with financial consultant Bill Osborne, also a 20-year veteran of the investment management industry, for financial planning discussions and personalized portfolio consultations.
@2020 Charles Schwab & Co., Inc. (“Schwab”) Member SIPC. All rights reserved. (1120-OV7J)(11/20)
Charles Schwab
Rockford: 801 N. Perryville Road
(815) 209-0055,
schwab.com/rockford
Edward Jones/Mike Donnelly
As an Edward Jones financial advisor, I believe it’s important to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals.
Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. WE can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.
Thousands of people working with advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise.
Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Edward Jones/Mike Donnelly
Rockford: 2406 Charles St., Ste 1-A
(815) 398-7759