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
Hardyman | DiVerde Attorneys
124 North Water Street
Suite 100
Rockford, Illinois 61107
Phone: (815) 516-1549
Email: JDiVerde@hardymandiverde.com | jhardyman@hardymandiverde.com
Website: https://www.l-hlaw.com/
Attorneys: James DiVerde, Jr. & Jeffrey Hardyman
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)
Monarch Solutions Inc.
6870 Rote Road
Suite 103
Rockford IL 61107
Phone: Chicago Office 815-847-6229
Fax: Fax 866-366-1619
Website: http://www.monarchsolutionsinc.com
Email: info@monarchsolutionsinc.com
Producer:
Kevin Klaas, Founder, Insurance Advisor
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/
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.
2800 Royal Avenue
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
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/