| Mr. Jeffrey Herr
47 E. Chicago Ave.
Suite 324
Naperville, IL 60540
Phone: (630) 753-1260
Fax: (630) 369-7083
Send Email | 
 | | As you look to protect and grow your wealth, it's important to work with a firm that has a unique global perspective, translated through the relevant and trusted advice of a Financial Advisor. Together, we'll craft your own unique plan, and work with you every step of the way to help you achieve it - on your terms. Advice you can trust starts with a conversation. | Member Since: 2011
See Also Financial Services, Financial Services- Investment Advisory Services , Financial Services- Retirement Planning | |
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| Mr. Sean Sebold
400 E. Diehl Rd.
Suite 210
Naperville, IL 60563
Phone: (630) 548-9700
Fax: (630) 566-5155
Send Email |
 | | Sebold Capital Management offers individuals, entrepreneurs, business owners and professionals practical solutions for financial management that will help determine and achieve economic, life and legacy goals. We offer independent, fee-only wealth management and expert personal financial counsel provided strictly in your interest to help you realize your perfect day. | Member Since: 2007
See Also Financial Services- Investment Advisory Services , Financial Services- Investments , Financial Services- Estate Planning | |
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| Mr. Chris Michalski
503 N. Washington St.
Naperville, IL 60563
Phone: (630) 420-3500
Fax: (630) 420-7339
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| | BMO Harris Bank provides a wide array of personal banking, business banking, investment, trust and financial planning services to help you manage your money and build your wealth. Learn how BMO Harris Bank will work with you to achieve your financial goals. | Member Since: 1957
See Also Financial Services- Banks, Financial Services- Commercial Banking | |
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| Mr. Ron Davidson
555 Fort Hill Dr.
Naperville, IL 60540
Phone: (630) 848-8080
Fax: (630) 848-8090
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| | Naperville Bank & Trust is a Wintrust Community Bank that offers a wide range of quality personal and commercial products and services along with sophisticated commercial banking, wealth management, online banking and bill pay service. As a true community bank, decisions are made quickly and products and services are customized to benefit the residents and businesses in the area. Naperville Bank & Trust is a member of the FDIC and Equal Housing Lender.
| Member Since: 2010
See Also Financial Services- Banking Services , Financial Services- Mortgages , Financial Services- Banks | |
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| Ms. Annmarie Siwik
184 Shuman Blvd.
Suite 200
Naperville, IL 60563
Phone: (630) 420-1360
Fax: (630) 420-1463
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| | “We base our success on our clients’ success.” DiGiovine, Hnilo, Jordan + Johnson, Ltd. has been providing accounting, tax and consulting services to the closely-held business and entrepreneur for over 30 years. Our personalized service, technical and industry specific knowledge and creative tax strategies set us apart. As a true business partner, we build strong, long-term relationships based upon trust, confidence and satisfaction. Voted the “Best Place to Work in Illinois” (25 – 249 employee category)! | Member Since: 1976
See Also Financial Services- Accountants , Financial Services- Tax Planning , Certified Public Accountants | |
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| Ms. Dorothy L. Douglas, MBA
1411 Opus Place
Suite 210
Downers Grove, IL 60515
Phone: (630) 781-6436
Fax: (630) 598-2133
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 | | Put Over 100 Years of Investment Experience on Your Side. Thrivent Asset Management can help you manage your mutual fund assets through market ups and downs. In fact, our members count on us to manage more than $82.2 billion of investment assets. We can help you select from a variety of diversified and professionally managed mutual funds, to address current market opportunities and volatility. | Member Since: 2011
See Also Financial Services, Financial Services- IRA's & Annuities , Financial Services- Investments | |
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| Ms. Shadi Javadi
491 S. Rt. 59
Aurora, IL 60504
Phone: (630) 692-2802
Fax: (630) 692-2830
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| | Commitment. Character. Client focus. Community. That’s First Midwest Bank in a nutshell. In these times, when banking has become ever more impersonal – and many banks encourage customers to transact with their machines instead of their people – you’ll find First Midwest is more than a little different.
| Member Since: 1992
See Also Financial Services- Banks, Financial Services- Financial Institution , Financial Services- Loans | |
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| Ms. Julie Cornwell
55 Shuman Blvd.
Suite 350
Naperville, IL 60563
Phone: (630) 778-1248
| | | Our founder's philosophy of insurance coverage at a fair price, coupled with fair claim settlement, remains the cornerstone of our success. Today, State Farm insures more cars than any other insurer in North America. We are the leading U.S. home insurer. We also provide our customers with a wide array of financial products and services to help them manage today and prepare for tomorrow. | Member Since: 2010
See Also Insurance- Property , Insurance- Automotive , Insurance | |
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| Ms. Susan Lewis
1064 104th St.
Naperville, IL 60564
Phone: (630) 548-9600
Fax: (630) 548-9604
| | | Our services include tax preparation, bookkeeping, audit and tax planning. Our library of articles and newsletters will keep you well informed of any tax law changes and how they may impact your individual, family or business situation. From exemptions to expenses, income tax and cash flow, Susan S. Lewis Ltd will make certain your accounting needs are addressed in a timely and dedicated manner. | Member Since: 2001
See Also Financial Services- Accountants | |
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| Mr. Neil McManus
320 W. Diehl Rd.
Naperville, IL 60563
Phone: (630) 548-7940
Send Email |
| | BMO Harris Bank provides a wide array of personal banking, business banking, investment, trust and financial planning services to help you manage your money and build your wealth. Learn how BMO Harris Bank will work with you to achieve your financial goals. | Member Since: 2010
See Also Financial Services- Banks, Financial Services- Commercial Banking | |
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| Mr. Drew Cali
245 S. Gary Ave.
Carol Stream, IL 60188
Phone: (630) 510-2622
Fax: (630) 668-4162
| | | Insurance & Financial Services: Auto, Home, Commercial, Life, Disability, Long Term Care, Medicare Supplement, 401K, Mutual Funds, Annuities, Retirement Planning, and Education Funding. | Member Since: 2013
See Also Financial Services, Insurance, Financial Services- Retirement Planning | |
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| Mr. David Fluett
40 Shuman Blvd.
Suite 240
Naperville, IL 60563
Phone: (630) 753-9900
Fax: (630) 753-9909
| | | Core Capital Solutions LLC is a financial services firm that provides unbiased advice to our clients. We pay close attention to our clients so that our advice is focused on their issues and concerns. Exceptional service, fiduciary commitment, and a depth of knowledge are our guiding principles.
| Member Since: 2000
See Also Financial Services- Investment Advisory Services , Financial Services- 401(k) and Pension Plans | |
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| Ms. Kari Sommerville
1000 E. Warrenville Rd.
Suite 101
Naperville, IL 60563
Phone: (630) 513-6600
Fax: (630) 513-6399
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| | Wine Sergi & Company, LLC is a full service independent insurance agency specializing in commercial property & casualty, risk management, personal lines, wealth management and employee benefits coverage. The company has been in business since 1924. Our goal is to deliver “The Definitive Client Experience” and to build client relations for the long term. | Member Since: 2013
See Also Insurance- Business , Insurance- Health , Employee Benefit Programs | |
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| Mr. Ted Slupik
1700 Park St.
Suite 201
Naperville, IL 60563
Phone: (630) 357-0096
Fax: (630) 357-0592
Send Email |
| | We are an established CPA firm with over 25 years experience in all aspects of public accounting. We pride ourselves in tailoring solutions for clients, whether it be auditing, tax, financial or estate planning. Our relationship with our clients is an important part of our business and we work hard to ensure their continued success. | Member Since: 2011
See Also Certified Public Accountants, Financial Services- Auditors , Financial Services- Tax Preparation | |
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| Mr. James Bigler
664 Raymond Dr.
Naperville, IL 60563
Phone: (630) 357-1104
Fax: (630) 983-4402
Send Email |
| | Since 1986, United Central Bank has been providing quality professional service to our customers offering a full range of products, from FREE personal checking accounts to SBA Loans.
Proudly serving the Naperville Community!
1112 S Washington St. Ph 630-357-1100
664 Raymond Dr. Ph 630-357-1104
www.unitedcentralbank.com Member FDIC Equal Housing Lender
| Member Since: 2010
See Also Financial Services- Banks, Financial Services- Commercial Loans , Financial Services- Business Loans | |
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| Ms. Lisa Zarkin, CFP
4520 Sunningdale Dr.
Naperville, IL 60564
Phone: (630) 904-6627
| | | As a Certified Financial Planner, Lisa uses a comprehensive approach to financial planning and investing, which includes retirement, insurance, estate and tax planning and preparation. PlanSmart also has full mortgage services available with some of the lowest rates and fees. Through PlanSmart's affiliated company SafeGuard Financial Group, Inc. they can offer mortgage life insurance and Property Casualty insurance.
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See Also Financial Services- 401(k) and Pension Plans , Financial Services- IRA's & Annuities | |
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| Ms. Kelly Schofield
1795 S. Washington St.
Naperville, IL 60565
Phone: (630) 548-7960
Send Email |
| | BMO Harris Bank provides a wide array of personal banking, business banking, investment, trust and financial planning services to help you manage your money and build your wealth. Learn how BMO Harris Bank will work with you to achieve your financial goals. | Member Since: 2010
See Also Financial Services- Banks, Financial Services- Commercial Banking | |
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| Mr. Dave Weeks
732 W. Bauer Rd.
Naperville, IL 60563
Phone: (630) 753-9326
Fax: (630) 753-9325
| | | Whether it's developing a fee-based financial plan, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide up-to-date and cost-effective financial strategies to our valued clients.
| Member Since: 2002
See Also Financial Services- Estate Planning , Insurance- Life | |
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| Mr. RG Javorek
900 E. Diehl Rd.
Suite 181
Naperville, IL 60563
Phone: (630) 245-5190
Fax: (630) 839-7800
| | Member Since: 2012
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| Ms. Vicky Campbell
620 N. River Rd.
Suite 108
Naperville, IL 60563
Phone: (630) 579-3800
Fax: (630) 369-2950
Send Email |
| | Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.
| Member Since: 2009
See Also Financial Services, Financial Services- IRA's & Annuities , Financial Services- Retirement Planning | |
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| Ms. Maria Wilson, CFP, CRC
608 S. Washington St.
Suite 304
Naperville, IL 60540
Phone: (630) 778-3992
Fax: (630) 778-8535
| | | Financial Network Investment Corporation (Financial Network), based in El Segundo, California, is one of the largest independently managed broker-dealers in the United States. Founded in 1983, Financial Network has grown to include more than 2,400 financial professionals. Financial Network was founded as a 75% field owned broker-dealer firm, creating a culture of independence that remains to this day. Each of the firm’s branch offices is independently owned and operated, and is supported by the national organization. | Member Since: 1988
See Also Financial Services- Investments , Insurance- Life, Financial Services- Retirement Planning | |
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| Mr. Neil McManus
507 S. Washington St.
Naperville, IL 60540
Phone: (630) 548-7950
Send Email |
| | BMO Harris Bank provides a wide array of personal banking, business banking, investment, trust and financial planning services to help you manage your money and build your wealth. Learn how BMO Harris Bank will work with you to achieve your financial goals. | Member Since: 2010
See Also Financial Services- Banks, Financial Services- Commercial Banking | |
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| Mr. David Bradley
1300 Iroquois Ave.
Suite 230
Naperville, IL 60563
Phone: (630) 637-8210
Fax: (630) 637-8205
Send Email |
| | Retirement planning doesn't have to be complicated, and a firm plan may provide you with increased confidence regarding your future goals. We're happy to advise you – we're specialists who understand the financial issues affecting medical professionals. We welcome the opportunity to answer your questions, get to know you, tell you more about us, and find out if we'd make a good team. We invite you to contact us today. | Member Since: 2010
See Also Financial Services- 401(k) and Pension Plans , Financial Services- Money Management | |
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| Ms. Nicki McIntyre
2975 Cedar Glade Dr.
Naperville, IL 60564
Phone: (630) 961-9500
Send Email |
| | BMO Harris Bank provides a wide array of personal banking, business banking, investment, trust and financial planning services to help you manage your money and build your wealth. Learn how BMO Harris Bank will work with you to achieve your financial goals. | Member Since: 2012
See Also Financial Services- Banks, Financial Services- Commercial Banking | |
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| Ms. Maria Wilson, CFP, CRC
608 S. Washington St.
Suite 304
Naperville, IL 60540
Phone: (630) 778-3992
Fax: (630) 778-8535
| | | Financial Network Investment Corporation (Financial Network), based in El Segundo, California, is one of the largest independently managed broker-dealers in the United States. Founded in 1983, Financial Network has grown to include more than 2,400 financial professionals. Financial Network was founded as a 75% field owned broker-dealer firm, creating a culture of independence that remains to this day. Each of the firm’s branch offices is independently owned and operated, and is supported by the national organization. | Member Since: 1988
See Also Financial Services- Investments , Insurance- Life, Financial Services- Retirement Planning | |
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| Mr. John-Marc Berthoud
2135 CityGate Ln.
Suite 300
Naperville, IL 60563
Phone: (630) 780-1025
Fax: (630) 780-1001
| | | Cornerstone Asset Management, Inc. is a full-service financial consulting firm dedicated to helping our clients build wealth and achieve their financial goals. Located in Naperville, Illinois our clients include individual households, business owners and corporate and trustee-directed retirement plans. Our services cover all areas of financial management, from investment and retirement planning to risk management and estate preservation. | Member Since: 2009
See Also Financial Services- Investments , Financial Services- Retirement Planning , Financial Services- Money Management | |
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| Mr. Josh McBroom
796 Royal St. George Dr.
Suite 105
Naperville, IL 60563
Phone: (630) 369-2051
Fax: (877) 687-5792
Send Email |
| | Edward Jones is committed to providing personalized investment service to individuals and business owners. From our office here in Naperville, you can rely on convenient, timely information, and personal service. Click here to visit my Web page. http://www.edwardjones.com/
| Member Since: 2008
See Also Financial Services- Investments | |
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| Mr. Steve Visser
1717 N. Naper Blvd.
Suite 108
Naperville, IL 60563
Phone: (630) 577-1410
| | | Your Retirement Planning Specialist. How will you create steady monthly income in retirement? How will you protect your investments from future recessions and keep up with inflation over 25 years in retirement? Let OnPath Financial, LLC help with our 2 locations in Naperville and St. Charles, and over 12 financial advisors who have over $250 million under management. We offer asset management and financial planning through LPL Financial, Member FINRA/SIPC. | Member Since: 2006
See Also Financial Services- Retirement Planning , Financial Services- Investments , Financial Services- 401(k) and Pension Plans | |
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| Mr. James Lohse
555 E. Butterfield Rd.
Suite 212
Lombard, IL 60148
Phone: (630) 796-6161
| | | At Independence Capital Financial Partners we believe that the cornerstone to financial success is a carefully thought-out plan. No single financial plan works for everyone. Your plan should be customized – shaped by your own goals, your comfort with risk, and your time horizons. | Member Since: 2012
See Also Financial Services- Investments , Insurance, Financial Services | |
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| Mr. Ron Davidson
5 S. Washington St.
Naperville, IL 60540
Phone: (630) 548-6606
Fax: (630) 848-8090
Send Email |
| | Naperville Bank & Trust is a Wintrust Community Bank that offers a wide range of quality personal and commercial products and services along with sophisticated commercial banking, wealth management, online banking and bill pay service. As a true community bank, decisions are made quickly and products and services are customized to benefit the residents and businesses in the area. Naperville Bank & Trust is a member of the FDIC and Equal Housing Lender. | Member Since: 2012
See Also Financial Services- Banks, Financial Services- Banking Services , Financial Services- Mortgages | |
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| Mr. Thomas S. McGee CFA
55 S. Main St.
Suite 250
Naperville, IL 60540
Phone: (630) 637-4313
Fax: (630) 637-4311
Send Email |
| | For more than 160 years, J.P. Morgan Private Banking has helped the world's wealthiest individuals, families, foundations and endowments grow, manage and sustain their wealth through personalized, comprehensive financial solutions. With client advisors in 120 offices in 25 states and 14 countries, Private Banking provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, banking and credit. | Member Since: 2010
See Also Financial Services- Investment Advisory Services , Financial Services- Estate Planning | |
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| Mr. Ron Davidson
1205 S. Naper Blvd.
Naperville, IL 60540
Phone: (630) 904-3555
Fax: (630) 848-8090
Send Email |
| | Naperville Bank & Trust is a Wintrust Community Bank that offers a wide range of quality personal and commercial products and services along with sophisticated commercial banking, wealth management, online banking and bill pay service. As a true community bank, decisions are made quickly and products and services are customized to benefit the residents and businesses in the area. Naperville Bank & Trust is a member of the FDIC and Equal Housing Lender. | Member Since: 2012
See Also Financial Services- Banks, Financial Services- Banking Services , Financial Services- Mortgages | |
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| Mr. Mark Brown
2728 Forgue Dr.
Suite 100
Naperville, IL 60564
Phone: (630) 637-8600
Fax: (630) 637-8606
Send Email |
| | M. Brown & Associates is a Financial Advisory Firm. The firm develops and manages plans for individuals, organizations and businesses seeking to "Create and Preserve Wealth".
For over 20 years, the firm has become recognized for innovative financial planning, proactive investment management, and affordable insurance solutions for businesses and individuals.
| Member Since: 2007
See Also Insurance- Brokerage, Insurance, Financial Services- 401(k) and Pension Plans | |
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| Mr. Glen Kolososki
4225 Naperville Rd.
Suite 255
Lisle, IL 60532
Phone: (630) 245-6005
Fax: (630) 505-0608
Send Email |
| | Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services. The firm has continually broken new ground in advising our clients on strategic transactions, in pioneering the global expansion of finance and capital markets, and in providing new opportunities for individual and institutional investors. | Member Since: 1977
See Also Financial Services- Stockbrokers , Financial Services- Investments , Financial Services- Retirement Planning | |
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| Mr. Jeffery Harper
2650 Warrenville Rd.
Suite 285
Downers Grove, IL 60515
Phone: (630) 442-6900
Fax: (630) 442-6910
Send Email |
| | My Firm, Harper Wealth Management Group, an office of MetLife, is located in Downers Grove. Since 1988 we have helped people avoid the three biggest financial mistakes most people make; 1) Not understanding the importance of investment diversification; 2) Maximizing client’s retirement goals based on their unique financial needs and goals; and 3) Inadequate protection from risks. | Member Since: 2012
See Also Financial Services- Investments | |
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| Mr. Gregory DeJong
1730 Park St.
Suite 100
Naperville, IL 60563
Phone: (630) 357-2224
Fax: (630) 357-1911
Send Email |
| | Paragon Advisors serves its' clients with financial and investment planning advice. If you are looking for an objective, professional, experienced advisor who will be attentive to your needs, take a closer look at Paragon Advisors. We are honored to have become "trusted advisors" to hundreds of our long-time clients as we've helped them achieve financial peace of mind. | Member Since: 2010
See Also Financial Services- Investments , Financial Services- Investment Advisory Services , Financial Services- Money Management | |
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| Mr. Peter Valenti
2132 Deep Water Ln.
Naperville, IL 60564
Phone: (630) 904-9229
Fax: (630) 904-6073
Send Email |
| A lot has changed since 1875, but not our commitment to helping people achieve financial security and peace of mind. For over 130 years we have demonstrated that we know what it means to keep the promises and commitments we make.We have built our company on our proud heritage of life insurance and asset management expertise. Today, we offer individuals and institutions in the United States, Asia, Europe, and Latin America a wide array of financial products and services, including life insurance, annuities, mutual funds, investment management, and retirement related services.
Prudential, the Prudential logo and the Rock symbol are service marks of Prudential Financial, Inc. and its related entities.
The Prudential Insurance Company of America [Prudential]. 0190614-00001-00 | Member Since: 1999
See Also Insurance, Financial Services- Investments , Insurance- Life | |
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| Mr. Craig F. Johnson MBA
2453 Waterside Dr.
Aurora, IL 60502
Phone: (630) 841-7949
Fax: (630) 375-9940
| | | REIC is a sophisticated financial planning company that offers fully managed rental real estate that allows our clients to enjoy unprecedented rates of return. Our Power Team provides services including strategic planning, property identification, property acquisition, strategic lending, property management, implementation and performance measurement of the strategic plan. | Member Since: 2011
See Also Real Estate- Consulting, Financial Services- Investment Advisory Services , Real Estate | |
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