Jeff Rose, CERTIFIED FINANCIAL PLANNER™ Illinois

Independent Certified Financial Planner and Financial Advisor

Jeff Rose, CFP®

Looking For a Independent CERTIFIED FINANCIAL PLANNER™ professional?

My Name is Jeff Rose and I’m an Independent CERTIFIED FINANCIAL PLANNER and investment advisor located in Carbondale, Illinois. I am the CEO and founder of Alliance Wealth Management, and specialize in comprehensive fee-based financial planning. You can read more about me on my about page or contact me here. For more information about me  and my practice, keep reading.

About Alliance Wealth Management LLC

Alliance Wealth Management

Alliance Wealth Management LLC

We are a Carbondale-based, Southern Illinois Registered Investment Advisory financial planning firm, that was founded May of 2011 (I spun off from Alliance Investment Planning Group that I co-founded in Dec. 2007). Alliance Wealth Management, LLC was formed to offer a comprehensive range of tailored investment and financial planning strategies while maintaining local decision-making control and providing exceptional customer service.

Learn more about my firm Alliance Wealth Management LLC.

Servicing Southern Illinois and More

Jeff Rose Certified Financial Planner and LPL Financial Advisor

Alliance Wealth Management

We are located at:

115 S. Washington St.
Carbondale, IL 62901
(855)-457-6525

Need Directions? Here is a map and directions to our location.

I mainly service the Southern Illinois region to include: Carbondale, Marion, Murhpysboro, Herrin, West Frankfort, Carterville, Herrin, Mt. Vernon, Harrisburg and other great Southern Illinois cities.  I also service the greater Chicago area (always need excuse to get a slice of pie).  Out of Illinois, I also cater to clients in the St. Louis, Missouri and Paducah, Kentucky, as well.

My Focus as a CERTIFIED FINANCIAL PLANNER™

As a CERTIFIED FINANCIAL PLANNER™ professional, I look to provide comprehensive financial planning for individuals, families, and small to mid-size businesses. The areas that I specialize are tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.

I promise that with me you will not have some cookie cutter portfolio.  I take great pride in constructing self customized portfolios to match the clients needs and/or risk tolerance.  Your comfort and understanding is extremely important to me in our working relationship.

A Few Resources

Here are a handful of some of resources from my investment and financial planning blog, Good Financial Cents:

Contact Jeff Rose, CFP®

If you are interested in a free consultation please feel free to contact me or call toll-free at (855)-457-6525.  If you are in the Carbondale area please feel free to stop by our office.

Jeff Rose Certified Financial Planner and LPL Financial Advisor

Contact Jeff Today



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