Prepare for your Consultation
What you should bring with you to your appointment.
- Tax return -Retirement Program/Statements
- Investment Statements
- Will and/or Trust Statements
- Debt Information
- Other Financial Documents
- Your Questions Written Down
Contact
Sycamore Office
Address:
Midlands Professional Campus
1958 Aberdeen Court, Suite 2
Sycamore, IL 60178
Phone: 815-787-3000
Rockford Office
Address:
Perryville Business Center
2990 N. Perryville Road
Third Floor Suite 2300
Rockford, Illinois 61114
Use Tower 1 Entrance
Take elevator to 3rd floor
Freeport Office
Address:
524 W. Stephenson St.
Freeport, Illinois 61032
Use parking lot at back of building; North side. Go through double doors. Elevator and stairs to the left, go to 2nd floor and follow signs
Janesville Office
Address:
Located in the BMO Harris Bank Bldg.
4323 Milton Avenue
Janesville, Wisconsin 53546
Suite 200 in the Shorewest Reality Office