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George Arocha

Advisor at Madison Avenue Securities, LLC

Updated today

Location

Bourbonnais, IL 60914

Credentials

CFP®, ChFC®, Series 63, Series 65

Industry experience

44 years

About

George Arocha is a financial advisor with Madison Avenue Securities, LLC, holding CFP® and ChFC® designations and over 44 years of industry experience. He has been with Madison Avenue Securities since 2006 and also serves as owner and president of GA Financial Advisors, Inc., where he provides financial planning services including the sale of life and health insurance products. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of investment advisory and financial planning services through various account platforms and strategies.

Client services

Based on Madison Avenue Securities, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Madison Avenue Securities, LLC

Annuities College savings (529s, UTMA, etc.)

Occupation focus

Based on Madison Avenue Securities, LLC

Founder/Business Owner

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Fee options

Fixed

Fixed fee financial planning services ranging from $1,000 to $5,000; annual financial plan fees from $2,000 to $5,000 or more.

Commissions

Commissions received on sales of securities products; commissions vary and are separate from advisory fees.

Project-based

Financial consulting services at $300 per hour ($250 for Kansas residents), fees may be discounted.

Other

Account minimum: $10,000

Location

586 Latham Dr, Suite 1

Bourbonnais, IL 60914

Most active in

Illinois

Work history

Madison Avenue Securities, Inc.

2009 - Present (17 years)

GA Financial Advisors, Inc.

2006 - Present (20 years)

Madison Avenue Securities, Inc.

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul Gianotti is a financial advisor with Gianotti Wealth Advisory in Kankakee, Illinois, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Mutual Advisors, LLC, LPL Financial, and Linsco/Private Ledger Corp. He also works as an independent insurance agent on a part-time basis. Gianotti Wealth Advisory provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative analysis, offering a core passive allocation with active tactical adjustments and discretionary portfolio management aligned with documented client risk tolerance.

General retirement planning Annuities College savings (529s, UTMA, etc.) Debt management Wealth management
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Bourbonnais, IL

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Annuities Retirement income strategy Retired
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