Wealth consultant services in Aurora, IL
32 results found
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Meyer Wealth Advisors
● OpenMeyer Wealth Advisors, located at 2020 Calamos Court in Naperville, Illinois, is a finance institution offering collaborative counsel and goal-based planning services. Serving the local community within the Chicago metropolitan area and beyond since the mid-80s, our team is dedicated to helping clients maximize their financial potential. We specialize in developing customized wealth solutions tailored to each client's unique goals and values, with a focus on socially responsible investing. Our friendly and attentive team is now offering virtual financial planning services to clients nationwide. We aim to connect your money with your life, providing step-by-step guides to help ensure your assets last a lifetime and avoid common financial mistakes. Our primary service areas include Aurora, Oswego, Sugar Grove, and more. Our advisors have received recognition from Forbes, InvestmentNews, and Barron's Magazine. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are offered through CWM, LLC. Meyer Wealth Advisors is now Carson Wealth, with the same great service and a larger team. Visit our new website for more information.
2020 Calamos Ct, Naperville, IL 60563, United States -
Cruz Investments & Wealth Management
● OpenCruz Investments & Wealth Management is a leading finance institution located at 605 North Broadway in Aurora, Illinois, United States. Our dedicated team of financial experts specializes in providing personalized investment and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to deliver exceptional results and superior customer service. Contact us today to learn more about how Cruz Investments & Wealth Management can help you secure your financial future.
605 N Broadway 2nd floor, Aurora, IL 60505, United States -
Carolyn S. Swafford - Wealth Management
● OpenCarolyn S. Swafford - Wealth Management, located at 37 South River Street in Aurora, Illinois, is a finance institution specializing in personal trusts accounts, including Revocable and Irrevocable Trusts, Guardianships, Estates, and Special Needs Trusts. Vice President and Trust Officer Carolyn Swafford, with over 23 years of experience, also serves as the Land Trust and 1031 Exchange Administrator for Old Second National Bank. She is a Certified Trust and Financial Advisor (CFTA) with a B.S. in Human Resource Management from Northern Illinois University. The institution is committed to serving the financial needs of families and businesses in the community. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser and wholly owned subsidiary of Old Second National Bank. Clients should be aware of the potential risks involved in any investment strategy and that there are no guarantees of profit or exceeding benchmarks. The institution is not insured by the FDIC or any government agency and investments are subject to possible loss of principal.
37 S River St, Aurora, IL 60506, United States -
Michele Morgan - Wealth Management
● OpenMichele Morgan - Wealth Management is a trusted finance institution located at 37 South River Street in Aurora, Illinois, United States. Vice President Trust Officer, Michele A. Morgan, brings over 25 years of trust experience to the institution, specializing in Estate and Trust administration, Guardianships, OBRAs, and Third Party Funded Special Needs Trusts. With the Certified Trust and Financial Advisor (CTFA) designation, Michele ensures that clients' financial matters are handled expertly and efficiently. Old Second National Bank Aurora, a community bank, is dedicated to serving the needs of families and businesses in the local communities. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser. Investors should be aware that all investment strategies involve varying degrees of risk, and there is no guarantee of profit. Not insured by the FDIC or any government agency, investments are subject to potential loss of principal. Contact Michele Morgan - Wealth Management for expert financial guidance and personalized wealth management services.
37 S River St, Aurora, IL 60506, United States -
Andrew Crouch - Wealth Management
● OpenAndrew Crouch - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Andrew R. Crouch, the Senior Vice President and Senior Trust Officer at Old Second Bank, provides expert guidance to individuals and families on preserving and transferring wealth across generations. Specializing in trust, estate, tax planning, and more, Andrew offers comprehensive services for high-net-worth clients. With a background in law and education, Andrew is a trusted advisor in the field. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. Clients can expect personalized strategies tailored to their financial goals and risk tolerance. Please note that all investments carry risk and there are no guarantees of returns. Contact Andrew Crouch - Wealth Management for professional and trustworthy financial guidance.
37 S River St, Aurora, IL 60506, United States -
Richard A. Gartelmann Jr - Wealth Management
● OpenRichard A. Gartelmann Jr - Wealth Management, located at 37 South River Street in Aurora, Illinois, is a finance institution managed by Senior Vice President Richard A. Gartelmann Jr. With over 20 years of trust and investment experience, Rich co-manages the Equity Common Trust Fund and the Fixed Income Common Trust Fund, as well as major institutional and individual accounts. He is a Certified Financial Planner (CFP®) with a B.A. from Governor’s State University and an MBA from St. Xavier University. Old Second National Bank Aurora is committed to meeting the financial needs of families and businesses in the community. Investment advisory and financial planning services may be offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. River Street Advisors, LLC is a registered investment adviser, offering services in states where properly registered. All investment strategies carry risk, and there is no guarantee of profit. Investments are not insured by the FDIC or any government agency, not deposits or obligations of the bank, and subject to potential loss.
37 S River St, Aurora, IL 60506, United States -
Mike Cava, CFA CFP® - Wealth Management
● OpenMike Cava, CFA CFP® - Wealth Management is a finance institution located at 37 South River Street, Aurora, Illinois, United States. Mike is a Vice President and Senior Portfolio Manager with Old Second Bank’s Wealth Management Group, bringing over 30 years of investment experience to the table. He co-manages the Fixed Income Common Trust Fund and handles major institutional and individual accounts. Mike holds a B.A. in Economics from Marquette University and a M.A. in Economics from DePaul University. He is also a Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER™ professional. Old Second National Bank is committed to meeting the financial needs of families and businesses in the communities they serve. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. River Street Advisors, LLC is a registered investment adviser and operates in states where it is properly registered. All investment strategies carry risks, and there is no guarantee of profit. Investments are not FDIC insured, not deposits or obligations of the bank, and may result in loss of principal.
37 S River St, Aurora, IL 60506, United States -
Steve Meves - Wealth Management
● OpenSteve Meves - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Led by Chief Investment Officer Steve Meves, who has over 16 years of experience managing investments for trust clients, high-net-worth individuals, and institutional relationships. The Investment Team is responsible for investment strategy, market research, security analysis, and portfolio management. Steve also manages client portfolios and co-manages the Equity and Fixed Income Common Trust funds. With a background in Finance, Investments & Banking, Economics, and an MBA from the University of Chicago Booth School of Business, Steve is a Chartered Financial Analyst® and a member of the CFA Society of Chicago and the CFA Society of Milwaukee. Old Second National Bank Aurora is committed to serving the needs of families and businesses in the community. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser. Investors should be aware that all investment strategies carry risk and there is no guarantee of profit. Not insured by the FDIC or any government agency, investments are subject to risks, including possible loss of principal.
37 S River St, Aurora, IL 60506, United States -
Brad Johnson - Wealth Management
● OpenBrad Johnson - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Brad Johnson, Vice President and Investment Officer at Old Second Bank’s Wealth Management Group, offers investment advisory and financial planning services through River Street Advisors, LLC. Brad holds a Bachelor of Science in Finance and a Master of Science in Finance from the University of Illinois Urbana-Champaign, as well as the designations of Chartered Financial Analyst and Certified Financial Planner. With expertise in managing individual and institutional accounts, Brad co-manages the Equity Common Trust Fund and major institutional accounts. Old Second National Bank Aurora is committed to meeting the financial needs of families and businesses in the local communities. Please note that all investment strategies come with risks, and there is no guarantee of profits. River Street Advisors, LLC is a registered investment adviser and operates in compliance with state regulations. Investments are not insured by the FDIC or any government agency and may result in the loss of the principal amount invested.
37 S River St, Aurora, IL 60506, United States -
Sean O'Connor - Wealth Management
● OpenSean O'Connor - Wealth Management is a finance institution located at 37 South River Street, Aurora, Illinois, United States. Sean O'Connor is a 1st Vice President and Manager of Retirement Plan Services with over 25 years of experience in financial planning. He specializes in designing and implementing innovative retirement plan solutions for clients with assets ranging from 250K to 250MM. The institution is a part of Old Second National Bank Aurora, a community bank dedicated to serving the needs of families and businesses in the local communities. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser. Clients should be aware of the potential risks involved in investing, as there are no guarantees of profits and there is a possibility of loss. Sean O'Connor - Wealth Management is committed to providing personalized and professional financial services to help clients achieve their financial goals.
37 S River St, Aurora, IL 60506, United States -
Jacquelyn Volkert - Wealth Management
● OpenJacquelyn Volkert - Wealth Management is located at 37 South River Street in Aurora, Illinois, United States. This finance institution is led by Senior Vice President Jacquelyn "Jackie" Volkert, who brings over 30 years of trust experience to Old Second Bank. Jackie serves as a Relationship Manager and Senior Trust Officer, overseeing personal and business relationships, as well as managing the Irrevocable Insurance Trust and other trust operations. She holds certifications from the University of Wisconsin and Northwestern University. Old Second National Bank Aurora is committed to meeting the financial needs of families and businesses in the community. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a subsidiary of the bank. River Street Advisors, LLC is a registered investment adviser and operates in compliance with state regulations.
37 S River St, Aurora, IL 60506, United States -
Andy Roche - Wealth Management
● OpenAndy Roche - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Led by Senior Vice President Andy Roche, who has over 25 years of trust experience, the institution specializes in personal trusts, taxes, trust operations, and IRAs. Roche holds a bachelor's degree in accounting, an MBA in finance, and various certifications including CPA, CFP®, and FINRA Series 65 License. Old Second National Bank Aurora, where Andy Roche operates, is committed to serving the financial needs of families and businesses in the community. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. Please note that all investment strategies carry risks and there are no guarantees of profit. Andy Roche - Wealth Management is dedicated to helping clients navigate the complexities of financial planning and investment management.
37 S River St, Aurora, IL 60506, United States -
"Ed" Edward Gorenz - Wealth Management
● Open"Ed" Edward Gorenz - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Edward "Ed" J. Gorenz, a Vice President and Trust Officer at Old Second Bank’s Wealth Management Group, has over 27 years of trust and investment experience. He manages personal trust and estate administration relationships and is a member of various Wealth Management committees. Ed holds a Bachelor of Science degree from the University of Illinois and a Master of Science in Finance degree from Northern Illinois University. Additionally, he has attended Northwestern University’s National Trust School and Southern Illinois University’s Illinois Banking School. Old Second National Bank Aurora is a community bank committed to serving the needs of families and businesses in the local communities. Investment advisory and financial planning services may be offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. River Street Advisors, LLC is a registered investment adviser and operates in states where it is properly registered. Investment strategies involve risks, and there is no guarantee of profitability. Investments are not insured by the FDIC or any government agency, not deposits or obligations of the depository financial institution, and are subject to potential loss of principal.
37 S River St, Aurora, IL 60506, United States -
Rezny Wealth Management, Inc.
● OpenRezny Wealth Management, Inc. is a finance institution located at 75 Executive Drive in Aurora, Illinois, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and transparency, we provide comprehensive financial planning, investment management, and retirement planning services. At Rezny Wealth Management, Inc., we are committed to helping our clients secure their financial future and navigate the complexities of the financial markets with confidence. Contact us today to schedule a consultation and take the first step towards financial success.
75 Executive Dr Suite 325, Aurora, IL 60504, United States -
Carson Wealth
● OpenCarson Wealth is a finance institution located at 2020 Calamos Court, Naperville, Illinois, United States. Our financial advisors in Naperville offer collaborative counsel and goal-based planning to help clients make the most of their financial life. We provide customized wealth solutions tailored to each client's goals and values, with a focus on socially responsible investing. Our team is dedicated to providing friendly and attentive services to clients in Naperville and beyond, offering virtual financial planning services nationwide. We aim to connect your money with your life, ensuring your assets last a lifetime and helping you avoid common financial mistakes. Our primary service areas include Aurora, Oswego, Sugar Grove, and more. Carson Wealth has received prestigious awards such as Forbes Best-in-State Wealth Advisor and InvestmentNews Icons & Innovators. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are offered through CWM, LLC. Visit our website to learn more about our services and meet our team of advisors. Meyer Wealth Advisors is now Carson Wealth, with the same location, a bigger team, and a new name. Explore our new website today!
2020 Calamos Ct, Naperville, IL 60563, United States -
Jacqueline Runnberg - Wealth Management
● OpenJacqueline Runnberg - Wealth Management is located at 2 South York Road in Bensenville, Illinois, United States. As a 1st Vice President and Wealth Advisor with Old Second Bank's Wealth Management team, Jacqueline Runnberg brings over 20 years of Trust and Investment experience to her role. She specializes in advising high net worth individuals, families, and business owners in the planning and management of their wealth. Jacqueline coordinates a team of specialists to provide clients with advanced financial planning, investment and money management, tax planning, estate planning and administration, charitable giving, and wealth transfer services. Jacqueline is a Certified Financial Planner™ (CFP®) professional, with a BA from Michigan State University and a Certificate Program in Financial Planning from DePaul University. She is a member of the Financial Planning Association and the Fox Valley Estate Planning Council.
2 S York Rd, Bensenville, IL 60106, United States -
Maxx Financial Services
● OpenMaxx Financial Services is a leading accounting and finance institution located at 122 West Downer Place in Aurora, Illinois, United States. Our team of experts is dedicated to providing top-notch financial services to individuals and businesses, helping them manage their finances effectively and achieve their financial goals. With a focus on accuracy and professionalism, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Trust Maxx Financial Services to handle all of your accounting and finance needs with precision and care.
122 W Downer Pl, Aurora, IL 60506, United States -
Stephanie Nunez - COUNTRY Financial Agent
● OpenStephanie Nunez - COUNTRY Financial Agent is a reputable insurance agency located at 450 West Galena Boulevard in Aurora, Illinois. Specializing in health insurance, Stephanie Nunez is dedicated to helping individuals and families find the best coverage options to meet their needs. With a focus on personalized service and expert guidance, clients can trust Stephanie Nunez to provide comprehensive insurance solutions. Whether you are looking for individual health insurance or coverage for your family, Stephanie Nunez - COUNTRY Financial Agent is committed to helping you navigate the complex world of insurance and find the right plan for you.
450 W Galena Blvd, Aurora, IL 60506, United States -
Cristian Saenz - COUNTRY Financial Agent
● OpenCristian Saenz - COUNTRY Financial Agent is a trusted finance and insurance agency located at 450 West Galena Boulevard in Aurora, Illinois, United States. With a commitment to helping clients secure their financial futures, Cristian Saenz offers a wide range of insurance products and financial services to meet the unique needs of individuals and families. Whether you're looking for auto, home, life, or retirement planning solutions, Cristian Saenz is dedicated to providing personalized service and expert guidance to help you achieve your financial goals. Contact Cristian Saenz - COUNTRY Financial Agent today to learn more about how they can help protect and grow your wealth.
450 W Galena Blvd, Aurora, IL 60506, United States -
Sum Total Financial Management
● OpenSum Total Financial Management is a leading finance institution located at 2631 Ginger Woods Parkway in Aurora, Illinois, United States. Our team of expert financial advisors is dedicated to providing comprehensive financial solutions to help individuals and businesses achieve their goals. From retirement planning to investment management, our experienced professionals are here to guide you every step of the way. Trust Sum Total Financial Management to help you secure a stable financial future.
2631 Ginger Woods Pkwy Suite 101, Aurora, IL 60502, United States -
Freedom Insurance and Financial Solutions
● OpenFreedom Insurance and Financial Solutions is a leading finance institution located at 3450 Montgomery Road in Aurora, Illinois, United States. Our dedicated team of professionals is committed to providing our clients with comprehensive insurance and financial solutions tailored to meet their individual needs. Whether you are looking for insurance coverage to protect your assets or seeking guidance on financial planning and investments, our experts are here to help. At Freedom Insurance and Financial Solutions, we prioritize customer satisfaction and strive to build long-lasting relationships based on trust and integrity. Contact us today to learn more about how we can assist you in achieving your financial goals.
3450 Montgomery Rd #7, Aurora, IL 60504, United States -
Mundo Financial Corp.
● OpenMundo Financial Corp. is a reputable accounting and finance institution located at 1885 North Farnsworth Avenue in Aurora, Illinois, United States. With a team of experienced professionals, Mundo Financial Corp. offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment advice. Whether you are looking to secure your financial future or grow your wealth, Mundo Financial Corp. is committed to providing top-notch services tailored to meet your specific needs. Visit us today to see how we can help you achieve your financial goals.
1885 N Farnsworth Ave Suite 4, Aurora, IL 60505, United States -
Edward Jones - Financial Advisor: Nick Ferraro
● OpenEdward Jones - Financial Advisor: Nick Ferraro is a reputable finance institution located at 1128 Prairie Street in Aurora, Illinois. As a trusted financial advisor, Nick Ferraro provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Nick Ferraro is committed to providing expert financial guidance and support to individuals and families in the Aurora area.
1128 Prairie St ste b, Aurora, IL 60506, United States -
Edward Jones - Financial Advisor: Denise Delaney, CRPC™
● OpenEdward Jones - Financial Advisor Denise Delaney, CRPC™ is a trusted finance institution located at 2 North Hankes Road in Aurora, Illinois, United States. With a focus on providing personalized financial planning and investment services, Denise Delaney, a Certified Retirement Planning Counselor, is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or building wealth for the future, Denise Delaney and Edward Jones are committed to providing expert guidance and support every step of the way.
2 N Hankes Rd Suite A, Aurora, IL 60506, United States -
Edward Jones - Financial Advisor: Acie Boyd
● OpenEdward Jones - Financial Advisor: Acie Boyd is a reputable financial institution located at 933 Oak Street in North Aurora, Illinois, United States. As a trusted financial advisor, Acie Boyd provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, clients can feel confident in their financial decisions. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Acie Boyd is dedicated to helping you navigate the complexities of the financial world with expertise and care.
933 Oak St, North Aurora, IL 60542, United States -
Anderson Financial
● OpenAnderson Financial is a leading finance institution located at 2000 West Galena Boulevard in Aurora, Illinois, United States. With a team of experienced financial experts, we offer a wide range of services including investment management, retirement planning, and wealth management. Our mission is to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how Anderson Financial can help you build a strong financial foundation.
2000 W Galena Blvd # 301, Aurora, IL 60506, United States -
Edward Jones - Financial Advisor: Scott Hoag
● OpenEdward Jones - Financial Advisor: Scott Hoag is a reputable finance institution located at 2124 Ogden Avenue in Aurora, Illinois, United States. As a trusted financial advisor, Scott Hoag provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial services to individuals and families in the Aurora area. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Scott Hoag and the team at Edward Jones are here to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
2124 Ogden Ave Suite 304, Aurora, IL 60504, United States -
Peregrine Financial Group
● OpenPeregrine Financial Group is a finance institution located at 2378 Legacy Drive in Aurora, Illinois, United States. Specializing in financial services, Peregrine Financial Group offers a wide range of investment options and financial planning solutions for individuals and businesses alike. With a team of experienced professionals, Peregrine Financial Group is dedicated to helping clients achieve their financial goals and secure their financial future.
2378 Legacy Dr, Aurora, IL 60502, United States -
Skinner & Associates
● OpenSkinner & Associates is a reputable finance institution located at 1730 North Farnsworth Avenue in Aurora, Illinois, United States. With a team of experienced financial professionals, Skinner & Associates offers a wide range of financial services to individuals and businesses. Whether you need assistance with investments, retirement planning, or wealth management, Skinner & Associates is dedicated to helping clients achieve their financial goals. Contact them today to schedule a consultation and take control of your financial future.
1730 N Farnsworth Ave UNIT 1A, Aurora, IL 60505, United States -
Edward Jones
● OpenEdward Jones is a renowned financial institution located at 2410 South Eola Road in Aurora, Illinois, United States. With a focus on personalized financial planning and investment services, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Their team of experienced financial advisors provide tailored advice and guidance to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones is committed to providing expert financial solutions to meet your needs.
2410 S Eola Rd, Aurora, IL 60503, United States
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