Website: https://locations.midlandsb.com/il-rockford-6838estatest-wealth-5975ba16db75?utm_source=extent&utm_medium=organic&utm_campaign=wealth-listing&utm_content=6838EStateStRockford

Business type: Investment Securities, Business Brokers, Investment Advisory Service

Business Information
Whether you’re building a nest egg, planning for retirement, deciding on insurance or preparing an estate, our Wealth Management team will develop personalized strategies to build, manage and preserve your wealth.

Midland Wealth Management is a team of trusted financial advisors focused on helping individuals, families and business owners address their wealth management goals and wealth transfer wishes, guiding them toward financial solutions specific to their needs.

Opening Times
Mon Closed, Tue-Fri 8am-5pm, Sat-Sun Closed

Additional Websites

reservation

https://outlook.office365.com/owa/calendar/ROCKFORDEASTSTATESTREETBANKINGCENTER@midlandsb.onmicrosoft.com/bookings/

Additional Phone Numbers

Alt

(888) 637-2120

Services:
Financial Planning, Investment Management, Trust & Estate, Guardianship & Special Needs Trust, Brokerage Services, Business Investment Management, Business Retirement Plans

Specialties:
Retirement Planning, Tax Planning Collaboration, Estate Planning Collaboration, Education Planning, Investment Management, Risk Management, Financial Goals, Investment Advisor, Tax Efficient Investing, Asset Allocation, Financial Planning, and Certified Financial Planners (CFP®), Financial Institution

Established:
1881

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