Financial Advisors in or around Naperville, Illinois

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Profile

Gary is in his early 50s, married, corporate hardware and software manager in Minneapolis, MN. He enjoys personal investing and model airplanes / trains.

Portfolio Size:

$800K

Want to evaluate other investment strategies and compensation methods...
...Thankyou WiserAdvisor. We were getting tired of the fees that we were being charged. We don't want to get "nickel & dimed" to death with transaction and management fees

WiserAdvisor >   Illinois >   Naperville 

Premium Financial Advisors Listing

Kevin P. Holland, CFP, CPA/PFS, AAMS, CMFC, MBA, Financial Advisor from Naperville, Illinois

Kevin P. Holland, CFP, CPA/PFS, AAMS, CMFC, MBA

Distance: 3 miles

My Mission Statement is: "Helping People to Build, Preserve & Distribute Their Wealth Through Ethical & Effective Wealth Management". The primary focus of my proprietary investment management process reduces risk during declining markets to avoid significant losses in portfolio values and still participate in the majority of an advance in rising m...

Ken Tomko, CFA, CMT, CFP, Financial Advisor from Naperville, Illinois

Ken Tomko, CFA, CMT, CFP

Distance: 3 miles

T2 Asset Management was founded by two Chartered Financial Analysts with decades of experience who believe individual investors deserve the highest level of investment advice available. Our firm and processes have been designed to eliminate many of the problems and biases inherent in the advisory world today. Our rare combination of education and e...

Matthew Arndt, CFA, CPA, CFP, Financial Advisor from Naperville, Illinois

Matthew Arndt, CFA, CPA, CFP

Distance: 4 miles

We help investors grow their savings and protect these savings from the unforeseen. We look for people who are committed to financial success. We'll help you get where you want to be and prioritize your concerns. We know that your financial well-being is not limited to investment advice, and we'll make recommendations on all potential risks to your...

James Budzyn, CLU, ChFC, Financial Advisor from Naperville, Illinois

James Budzyn, CLU, ChFC

Distance: 6 miles

Capital Wealth Partners, Inc., a financial planning firmspecializing in both personal and corporate needs,in the areas of Wealth Accumulation, Asset Protection,Estate Planning and Legacy needs.We cover the entire metropolitan Chicagoland area aswell as numerous out-of-state clients. We are an efficientlystructured firm using state-of-the-art techno...

Chris Entringer, Financial Advisor from Naperville, Illinois

Chris Entringer

Distance: 11 miles

The Mutual Fund Store is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the companys system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Michael Alexenko, CFA, Financial Advisor from Naperville, Illinois

Michael Alexenko, CFA

Distance: 14 miles

Royal Asset Managers is a boutique investment advisory firm that customizes investment portfolios and provides tailored financial advice to affluent individuals. We are committed to delivering results and to providing our clients with uncommonly high levels of service and care. Founded in 2003, the firm centers its investment process on understandi...

Timothy Creath, CLU, ChFC, QKA, Financial Advisor from Naperville, Illinois

Timothy Creath, CLU, ChFC, QKA

Distance: 17 miles

I help individuals and privately held businesses with their investment and insurance needs. I establish a mutually beneficial relationship with my clients so that we can work together through the years and make sure that their plan keeps up with the changes in their lives. I have been in the business for 22 years and have 3 advanced designa...

Erik Johnson, Financial Advisor from Naperville, Illinois

Erik Johnson

Distance: 18 miles

The Mutual Fund Store is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the companys system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Dan Savas, CFP, Financial Advisor from Naperville, Illinois

Dan Savas, CFP

Distance: 27 miles

Life changing events, such as retirement, divorce, and inheritance, involve critical financial decisions that have lasting consequences and must be made with great care. I believe that achieving and maintaining financial independence, the main goal of my clients, is done on purpose, not by chance. You must plan for it, however the outcome is heav...

James Gazis, Financial Advisor from Naperville, Illinois

James Gazis

Distance: 28 miles

Balanced Asset Strategies is an independent Registered Investment Advisor. Your interests always come first because we work for only you and are free from conflicts of interest. Together, we will create a financial plan and investment strategy implementing both your life style and economic objectives. What is most important to you? How do you g...

Sean Condon, CFP, Financial Advisor from Naperville, Illinois

Sean Condon, CFP

Distance: 28 miles

Perritt Capital Management has been assisting our clients with building family wealth for over 25 years. We provide customized investment solutions to high net worth individuals, executives and entrepreneurs. Our wealth advisory team of experienced and credentialed professionals (including CFA, CFP, and CPA designations) provide individual client...

Howard Goodfriend, Financial Advisor from Naperville, Illinois

Howard Goodfriend

Distance: 28 miles

As a financial advisor with more than 25 years of experience, I strive to provide an excellent experience for my clients, so that my relationships with them endure over the long run. My firm, Raymond James, is one of the best regarded financial planning and investment firms in the country. My services include investment management, retirement plann...

Christopher Stein, Financial Advisor from Naperville, Illinois

Christopher Stein

Distance: 29 miles

We are dedicated to guiding each and every client through the process of obtaining financial independence, so they can focus on the most important things in their life. We work with our clients to build successful long-term relationships based on the highest levels of trust, integrity, open communication and service. Our goal is to provide real pe...

Steve Czech, Financial Advisor from Naperville, Illinois

Steve Czech

Distance: 30 miles

The Mutual Fund Store is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the companys system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Other Financial Advisors Listing

John, Peter Calamos, Financial Advisor from Naperville, Illinois

John, Peter Calamos

Calamos Advisors Llc

John, Peter Calamos, Financial Advisor from Naperville, Illinois

John, Peter Calamos

Calamos Wealth Management Llc

Gregory L.  Bruno, CFP , Financial Advisor from Naperville, Illinois

Gregory L. Bruno, CFP

M. Brown & Associates/Ausdal Financial

We take "Creating and Preserving Wealth" seriously. 30 years of professional trading experience gives me the tools and confidence necessary to navigate today's markets. I use active portfolio risk man...

Paul Daly, Financial Advisor from Naperville, Illinois

Paul Daly

OMH Partner Group, Inc.

OMH Partner Group specializes in protecting principle, managing risk, and educating our clients in the investment process. It is the investment navigation that a client needs in today's financial worl...

Brad Tyl, Financial Advisor from Naperville, Illinois

Brad Tyl

Bradford Capital Management, LLC

Our investment philosophy is called "Passive Money Management" Our investment activities are generally defined by principles that are collectively known as Modern Portfolio Theory. One of its prim...