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TOP 30 Wealth management consultant in Aurora, IL
26 results found
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Cruz Investments & Wealth Management
Cruz 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.
Sum Total Financial Management
Sum 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.
Doepel & Wikstrom Wealth Management of Raymond James
Doepel & Wikstrom Wealth Management of Raymond James is a trusted financial institution located in Naperville, Illinois. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Visit us at 127 Aurora Avenue to learn more about how we can help you secure your financial future.
Carolyn S. Swafford - Wealth Management
Carolyn 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.
Michele Morgan - Wealth Management
Michele 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.
Andrew Crouch - Wealth Management
Andrew 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.
Richard A. Gartelmann Jr - Wealth Management
Richard 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.
Mike Cava, CFA CFP® - Wealth Management
Mike 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.
Steve Meves - Wealth Management
Steve 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.
Brad Johnson - Wealth Management
Brad 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.
Sean O'Connor - Wealth Management
Sean 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.
Jacquelyn Volkert - Wealth Management
Jacquelyn 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.
Andy Roche - Wealth Management
Andy 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.
"Ed" Edward Gorenz - Wealth Management
"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.
Rezny Wealth Management, Inc.
Rezny 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.
Jacqueline Runnberg - Wealth Management
Jacqueline 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.
Stephanie Nunez - COUNTRY Financial Agent
Stephanie 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.
Freedom Insurance and Financial Solutions
Freedom 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.
Edward Jones - Financial Advisor: Nick Ferraro
Edward 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.
Edward Jones - Financial Advisor: Acie Boyd
Edward 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.
Anderson Financial
Anderson 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.
Peregrine Financial Group
Peregrine 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.
Skinner & Associates
Skinner & 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.
Edward Jones - Financial Advisor: David Breese, AAMS™
Edward Jones - Financial Advisor: David Breese, AAMS™ is a trusted financial institution located at 75 Executive Drive in Aurora, Illinois, United States. As a seasoned financial advisor, David Breese offers personalized 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 provides comprehensive financial planning, investment strategies, and retirement planning solutions. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, David Breese, AAMS™ is dedicated to helping you navigate the complexities of the financial world and secure your financial future.
H&R Block
H&R Block is a renowned accounting and finance institution located at 1567 North Aurora Road in Naperville, Illinois, United States. With a strong reputation for providing expert tax preparation services, financial consultation, and wealth management solutions, H&R Block is a trusted partner for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate complex financial matters and achieve their financial goals with confidence and peace of mind. Whether you need assistance with tax filing, retirement planning, or investment strategies, H&R Block is committed to providing personalized service and tailored solutions to meet your specific needs.
Maxx Financial Services
Maxx 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.
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