Accountants/CPA’s
Wood CPA’s, Ltd.
303 Amphitheater Dr
Rockford, Illinois 61107
Phone: (815) 978-3922
Email: jennifer@woodcpasltd.com
Website: https://www.woodcpasltd.com/
Contact: Jennifer Wood
Attorneys
Agnew Law Office, P.C.
129 South Phelps Avenue
Suite #801
Rockford, Illinois 61108
Phone: (815) 399-3522
Email: pata@agnewlaw.com | adama@agnewlaw.com | alexa@agnewlaw.com | michelled@agnewlaw.com
Website: https://www.agnewlaw.com
Attorneys: Pat Agnew, Adam Agnew, Alex Agnew, Michele Dumoulin
Independent Trust Services
Fiduciary Partners Independent Trust Services
660 West Washington Avenue
Suite 306
Madison, WI 53703
Phone: 608-210-0090
Primary Contact:
Timothy (Tim) Sugar
tsugar@fiduciarypartners.com
Website: https://www.fiduciarypartners.com
Insurance (Employee Benefits)
Reese Insurance Group
420 Financial Court
Suite 102
Rockford, IL 61107
Office Phone: 779-210-8444
Cell: 815-979-5359
Website: https://www.reese.insure/
Email: bcoyle@reese.insure
Contact: Brian Coyle, Employee Benefits Consultant
Insurance (Life Insurance, LTC Insurance, Medicare Supplements)
Northern Star Insurance Advisors
416 E. State Street
Rockford, IL 61104
Phone: 815-200-6939
Website: https://www.NorthernStarAdvisors.com
Email: Louisa@NorthernStarAdvisors.com
Contact: Louisa James
Palladium Group
888 Harrison St.
Suite 900
Fort Wayne, IN 46802
Primary Contact: Jeff Hess
Phone: 317-775-6339
Email: Jeff.hess@thepalladiumgrp.com
Website: https://thepalladiumgrp.com/
Insurance (Property & Casualty)
Eckburg Insurance Group
4455 N. Mulford Road
Loves Park, IL 61111
Phone: 815-877-4100
Website: https://www.eckburg.com/
Email: ben@eckburg.com
Contact: Ben Eckburg
Banking, Mortgage, & Consumer Lending
Members Alliance Credit Union
Members Alliance Credit Union
Alpine & Harrison Branch
2550 S. Alpine Rd.
Rockford, IL 61108
Phone 815-226-2260
Perryville Branch
6951 Olde Creek Rd.
Rockford, IL 61114
Phone 815-484-1160
Website: https://www.membersalliance.org/
Mortgage Lenders
ProVisor, Inc.
ProVisor, Inc.
2921 Landmark Place
Ste. 215-375
Madison, WI 53713
200 S. Executive Dr.
Brookfield, WI 53005
Phone – WI: 608-227-2006
Phone – IL: 815-981-4100
Contact: Chip Knilans
Website: http://www.ProVisor.com
Email: Chip@ProVisor.com
Envoy Mortgage
Envoy Mortgage
4761 Bluestem Road
Roscoe, IL 61073
Phone: 815-997-0149
Contact: Jessica Rielly
Website: https://www.envoymortgage.com/jessica-rielly/
Email: Jessica.rielly@envoymortgage.com
Real Estate
The Stephanie Boswell Team – Keller Williams Success Realty
The Stephanie Boswell Team – Keller Williams Success Realty
600 Hart Road
Suite 105
Barrington, IL 60010
Real Estate Agent:
Stephanie Boswell
Phone: 242-828-5119
Email: Stephanieboswell@kw.com
Website: https://www.stephanieboswellteam.org/