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Advisors near 60543
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Maggie B
CFP®, CPA, RICP®
Naperville, IL
NexJenn Financial Services
I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
Joseph M
CFP®
Naperville, IL
Heritage Drive Wealth Management LLC
Richard P
CFP®, Series 63, Series 65
Naperville, IL
Patap Financial Services
John B
Series 65
Naperville, IL
Bishop Financial Services LLC
Erik B
Series 66
Warrenville, IL
Retirement Portfolio Partners
Darryl F
Series 66
Naperville, IL
Oakwood Wealth Advisors Ltd.
Gary R
CFP®, Series 66
Naperville, IL
GCR Financial Services, LLC
Dina W
Series 66
Naperville, IL
Redwing Financial
Michael L
Series 63, Series 65
Bolingbrook, IL
MLN Investments LLC
Daniel R
CFP®, Series 63, Series 65
Naperville, IL
Hampton Financial Services
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Advisors near 60543
Out of 400,000+ nationwide