Heritage Way Advisors

Closed
Website
1463 S Bell School Rd
Rockford, IL 61108

Heritage Way Advisors is a financial advisory firm based in Rockford, IL, offering a range of services including wealth management, investment management, tax planning, estate planning, retirement planning, and insurance. With a team of experienced professionals, they strive to optimize their clients' financial portfolios and ensure their money is working as efficiently as possible.

At Heritage Way Advisors, clients can expect a personalized approach to their financial needs, with tailored investment strategies and comprehensive wealth management solutions. With a focus on providing a richer journey to wealth, they differentiate themselves by offering guidance that is always in the best interests of their clients. With a strong track record and recognition in the industry, Heritage Way Advisors is committed to helping individuals and businesses achieve their financial goals.

Generated from the website

Own this business?
See a problem?

You might also like

Pathfinder Wealth Management, Inc.
Financial consultant, Investment advisory service

Pathfinder Wealth Management, Inc.

Barbara A. Lane serves as President of Senior Capital Management, Inc, in Rockford, Illinois. In practice since 1998, Barb is a Financial Advisor - specializing in comprehensive financial services.We help families totally and completely get their "financial house in order, " and keep it that way for the rest of their lives. We create the greatest probability for them to accomplish their goals and make wise choices about their money.Barb began her financial career while working as a Comptroller for 20+ years at the corporate level in the Rockford area. In 1998, she made a decision to begin a personal practice to work individually with clients where she felt she could have more of a personal impact on their lives. Barb believes that an important client/advisor relationship starts with good listening skills as well as attention to detail. Barb has a strong commitment to her clients, acknowledging that her business is about valued partnership and trust, not just a transaction.In her spare time she enjoys volunteering to help the underprivileged and disadvantaged. Barb is also Treasurer of Love In The Name Of Christ, Rockford, IL.A native of Rockford Barb lives with her teenage daughter, Chelsea. She loves music, gardening and vacationing.Investment Advisory Services offered through Brookstone Capital Management located at 1751 S. Naperville Rd, #208, Wheaton IL 60187 630.653.1400 Senior Capital Management, Inc is not an affiliate or subsidiary of Brookstone Capital Management.Senior Capital Management, Inc6050 Brynwood Drive, IL 61114 Rockford Suite 207Phone 815-986-2203
United StatesIllinoisRockfordHeritage Way Advisors