About Us
Our History
Founded in 1980
Since our founding in 1980, our firm has undergone significant evolution, similar to the dynamic landscape of our industry. Originating as a provider of financial products, we eventually transitioned to delivering a menu of services that catered to the evolving needs of our clients. Today, we stand as a testament to continued progress, having now evolved into a firm that places a premium on client experience.
Nestled in a historic building in the heart of Rockford, Illinois, our roots run deep in the community we proudly call home. Our brick and mortar location and its history serve as a metaphor for our commitment to the legacy we have built. Our reputation within the city is a reflection of the enduring values we uphold. Here, we continue to hone our craft for our clients, blending timeless with contemporary.
Summer Office Hours
Hours will switch Oct 4th
Mon - Thurs | 9 am to 4 pm
Friday | 9 am to 1 pm
Weekends | Closed
Contact Info
124 N Water Street Suite, 204, Rockford, IL 61107