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Financial Planners in Machesney Park, IL: 2026 rankings

63 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Machesney Park: Rockford Retirement Planning, Inc., RFA Score 75/100; 4.9★ from 91 Google reviews.

  2. 2

    Most-reviewed: Klaas Financial, 60 Google reviews at 5.0★, the most of 63 ranked after Rockford Retirement Planning, Inc.; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

63 Machesney Park financial planners are ranked here by RFA Score, from eight published factors. 22 open Saturdays, based on posted hours. The median Google rating is 3.8★ across 63 rated firms.

Most of this list also appears on the Financial planners in Rockford ranking. See Financial planners in Rockford

Top 10 financial planners in Machesney Park at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Machesney Park at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Rockford Retirement Planning, Inc.754.9★ (91)Rockford, 6 mi away—Top score
2Klaas Financial745.0★ (60)Loves Park, 3 mi away—Most reviews
3Savant Wealth Management694.5★ (36)Rockford, 6 mi away——
4Symmetry Financial Advisors695.0★ (24)Rockford, 6 mi away——
5Associated Bank683.8★ (33)Machesney ParkSat—
6Mashburn Tax Advisors LLC673.8★ (36)Rockford, 6 mi away——
7BMO Bank N.A Branches674.8★ (13)Rockford, 3 mi awaySat—
8kf. Wealth Management675.0★ (38)Janesville, 23 mi away——
9Associated Bank663.7★ (26)Rockford, 5 mi awaySat—
10BMO Bank N.A Branches663.6★ (32)Rockford, 6 mi awaySat—

All 63 financial planners in Machesney Park, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Klaas Financial

    Based in Loves Park, 3 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 60 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 60 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    4707 Perry Ridge Ln, Loves Park, IL 61111
    View profile for Klaas Financial(815) 877-8440

  4. #4 Symmetry Financial Advisors

    Based in Rockford, 6 mi away

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Wed 8 AM–5 PM · Thu 8 AM–6 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    6833 Stalter Dr #201, Rockford, IL 61108
    View profile for Symmetry Financial Advisors(815) 420-4404

  5. #5 Associated Bank

    Based in Machesney Park

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 3.8★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 33 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    622 Roosevelt Rd, Machesney Park, IL 61115
    View profile for Associated Bank(815) 987-3610

  7. #7 BMO Bank N.A Branches

    Based in Rockford, 3 mi away

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.8★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1275 Benington Rd, Rockford, IL 61103
    View profile for BMO Bank N.A Branches(815) 921-0800

  8. #8 kf. Wealth Management

    Based in Janesville, 23 mi away

    67/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Thu 7:30 AM–4:30 PM · Fri 7:30 AM–3 PM · Sat–Sun closed
    Address
    519 Midland Ct Ste 105, Janesville, WI 53546
    View profile for kf. Wealth Management(608) 728-8401

  9. #9 Associated Bank

    Based in Rockford, 5 mi away

    66/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 3.7★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 26 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1870 N Perryville Rd, Rockford, IL 61107
    View profile for Associated Bank(815) 490-6900

  10. #10 BMO Bank N.A Branches

    Based in Rockford, 6 mi away

    66/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 3.6★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 32 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    228 S Main St, Rockford, IL 61101
    View profile for BMO Bank N.A Branches(815) 961-7808

  11. #11 Associated Bank

    Based in Beloit, 12 mi away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.1★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 31 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    602 Henry Ave, Beloit, WI 53511
    View profile for Associated Bank(608) 364-9044

  13. #13 Strong Tower Advisors

    Based in Machesney Park

    65/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    7268 Chandan Blvd, Machesney Park, IL 61115
    View profile for Strong Tower Advisors(815) 986-7782

  14. #14 Associated Bank

    Based in Rockford, 7 mi away

    65/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 3.8★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 22 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    4400 Center Terrace, Rockford, IL 61108
    View profile for Associated Bank(815) 987-3510

  15. #15 BMO Bank N.A Branches

    Based in Machesney Park

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 3.1★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 3.1★ from 20 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1530 West Lane Rd, Machesney Park, IL 61115
    View profile for BMO Bank N.A Branches(815) 921-0888

  17. #17 BMO Bank N.A Branches

    Based in Rockford, 4 mi away

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.5★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 21 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    3202 McFarland Rd, Rockford, IL 61114
    View profile for BMO Bank N.A Branches(815) 921-0850

  18. #18 Jacob Fitzgerald - Financial Advisor, Ameriprise Financial Services, LLC

    Based in Rockford, 3 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    6068 Palo Verde Dr Ste 3, Rockford, IL 61114
    View profile for Jacob Fitzgerald - Financial Advisor, Ameriprise Financial Services, LLC(815) 316-6460

  19. #19 Ridgeline Private Wealth

    Based in Rockford, 6 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    7210 E State St Ste 102, Rockford, IL 61108
    View profile for Ridgeline Private Wealth(815) 654-4201

  20. #20 Midland States Bank

    Based in Rockford, 8 mi away

    65/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.8★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 20 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1972 Pawlisch Dr, Rockford, IL 61112
    View profile for Midland States Bank(815) 398-6500

  21. #21 Associated Bank

    Based in Rockford, 6 mi away

    65/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.3★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 29 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    612 N Main St, Rockford, IL 61103
    View profile for Associated Bank(815) 987-3500

  22. #22 Associated Bank

    Based in Rockford, 8 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.6★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 25 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2720 11th St, Rockford, IL 61109
    View profile for Associated Bank(815) 987-2850

  24. #24 BMO Bank N.A Branches

    Based in Rockford, 4 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.3★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2705 N Mulford Rd, Rockford, IL 61114
    View profile for BMO Bank N.A Branches(815) 921-0825

How we ranked Machesney Park financial planners

We scored 63 Machesney Park financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Machesney Park data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Machesney Park: frequently asked questions

Which financial planner has the highest RFA Score in Machesney Park?

By RFA Score, the highest-ranked financial planner in Machesney Park, IL is Rockford Retirement Planning, Inc. with an RFA Score of 75/100. It has 4.9★ from 91 Google reviews. Klaas Financial (#2) and Savant Wealth Management (#3) follow. We ranked 63 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Machesney Park?

RankedFinancialAdvisors ranks 63 financial planners serving Machesney Park, IL. 3 of them are based in Machesney Park; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial planners in Machesney Park work on weekends?

22 of 63 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Associated Bank (#5), BMO Bank N.A Branches (#7) and Associated Bank (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Machesney Park financial planners have?

The median Google rating among 63 rated financial planners in Machesney Park is 3.8★, with a median of 13 reviews. Rockford Retirement Planning, Inc. has the most, 91 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Machesney Park count in this ranking?

Yes, if they are within 25 mi of the Machesney Park city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Machesney Park ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Machesney Park a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Machesney Park

  1. November 2026: RFA Scores recalculated for 63 financial planners serving Machesney Park.

More financial planners and Machesney Park pages