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5906 Elaine Dr., Suite 110, Rockford, IL 61108

815-978-0169
info@providencewealthgroup.com
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Discover Providence

Expert Leadership

Expert Leadership

Providence focuses on wealth management, specializing in retirement income, portfolio management, and corporate retirement strategies.

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Serving Clients Nationwide

Serving Clients Nationwide

Providence is valued by individuals, families, professionals, and businesses nationwide.

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Tailored Strategies

Tailored Strategies

Providing tailored financial planning, customized investment strategies, and personalized service to address your unique needs.

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Professional Guidance for All   

Professional Guidance for All   

Providing professional financial services to individuals, families, executives, professionals, and businesses.

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Navigate Retirement with Confidence

Our mission is to understand your priorities and long-term goals, taking a proactive approach in seeking to help you plan, preserve, and prosper. With disciplined expertise, we deliver personalized financial plans that empower you to pursue success. Committed to our community, we provide personalized advice with advanced tools. Experience the difference.


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Our Team

John O'Connor

John O'Connor,
CFP® , AIF® , AAMS®, CPFA

President, Wealth Advisor

Jessica O’Connor

Jessica O’Connor

Director of Business Operations

Zander Hartman

Zander Hartman

Financial Services Assistant