Best Financial Advisors in Rock Island

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
30+
Advisors
4.9/5.0
Average Rating

Rock Island Financial Landscape

Rock Island's economy is supported by manufacturing, healthcare, and education. The city is part of the Quad Cities metro area, fostering regional collaboration.

Major industries
Manufacturing, Healthcare, Education
Population
38.9K (metro: 388.8K)
Median household income
$56,000
Unique needs
Rock Island requires tailored financial strategies to address its unique economic landscape and demographic trends.
Market Insights
Economic Growth
According to BEA (2023), Rock Island has seen a steady economic growth rate of 2.5%, driven by local manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Rock Island is approximately $56,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Rock Island are increasingly focusing on retirement planning and investment strategies for local industries.
Local Considerations
Cost of Living
According to BLS (2024), Rock Island's cost of living is 10% lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), the real estate market in Rock Island has seen a 5% increase in home values, indicating a recovering housing sector.
Business Environment
According to Fortune (2024), Rock Island's business climate is favorable, with incentives for small businesses and a supportive local government.

Top 5 Financial Advisors in Rock Island

Edward Jones - Financial Advisor: Chris Caspers
★ ★ ★ ★ ★ 5
SBS Financial
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Matt Sharer, CFP®
★ ★ ★ ★ ★ 5
Josh Jackson - COUNTRY Financial Representative
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Tyler J Richards, CFP®|AAMS®|CRPC™
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Rock Island, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Rock Island-Specific Expertise
For Rock Island residents working in Manufacturing, Healthcare, Education, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Rock Island's manufacturing focus poses economic risks; diversify into tech and healthcare. Real estate may face volatility; monitor housing trends and flood risks.

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Find Financial Advisors in Nearby Cities

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