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Business Profile

Wealth Management

Providence Wealth Management LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(815) 978-0169Write a Review

About

Overview

Providence Wealth Management LLC

5906 Elaine Dr Ste 110

Rockford, IL 61108-2467

See Hours
Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

Providence Wealth Management LLC is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Providence Wealth Management LLC provides wealth management services for individuals and businesses. Services include Wealth Management, Retirement Planning, Corporate Retirement Plans, Risk Management, Tax Planning, Estate Planning & Business Planning. 

BBB Accredited Since: 5/12/2023

Years in Business: 4

Photos and Videos

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Business Details

Local BBB:
BBB of Chicago & Northern Illinois
BBB File Opened:
4/28/2023
Business Started:
8/8/2022
Business Incorporated:
8/8/2022
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. John O'Connor, Owner

Additional Contact Information

Principal Contacts
Mr. John O'Connor, Owner
Customer Contacts
Mr. John O'Connor, Owner
Social Media

Additional Information

Other Resources
Certified Financial Planner Board of Standards, Inc.
1425 K Street NW
Washington DC 20005
http://www.cfp.net/
Financial Industry Regulatory Authority

Illinois Department of Insurance
100 W. Randolph St. Suite 9-301
Chicago IL 60601
Phone Number: (312) 814-2420
https://idoi.illinois.gov/
Securities & Exchange Commission
175 West Jackson Blvd.
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]
Business Categories
Wealth Management, Tax Consultant, Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services, Investment Management, Estate Planning and Management, Annuities, Risk Management

Latest Reviews

  • Anne M

    "I cant say enough good things about Providence Wealth Management. From the first meeting, I felt like they really took the time to understand my situation and what I was hoping to achieve." ... Read full review

View all Reviews

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