Financial Services- Investment Advisory Services
 

Calamos Investments
Ms. Jennifer McGuffin
2020 Calamos Ct.
Naperville, IL 60563
Phone: (630) 245-1780
Fax: (630) 245-6840
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Executive Premier Plan

Calamos Investments is a diversified global investment manager dedicated to delivering top-tier results across a range of strategies. Through individually managed accounts and mutual funds, we provide investment management services to institutions and individuals around the world. We strive to develop strategies that capitalize on the evolving opportunities of the investment landscape. Today, we offer equity, enhanced fixed-income, convertibles, global and international, and alternative investment capabilities.
Member Since: 1994

See Also Financial Services- Mutual Funds , Financial Services- Investments , Financial Services

Sebold Capital Management, Inc.
Mr. Sean Sebold
400 E. Diehl Rd.
Suite 210
Naperville, IL 60563
Phone: (630) 548-9700
Fax: (630) 566-5155
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Executive Premier Plan

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- Financial Planning , Financial Services- Investments , Financial Services- Estate Planning

UBS Financial Services, Inc.
Mr. Jeffrey Herr
47 E. Chicago Ave.
Suite 324
Naperville, IL 60540
Phone: (630) 753-1260
Fax: (630) 369-7083
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Executive Premier Plan
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- Financial Planning , Financial Services- Retirement Planning
Core Capital Solutions
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- Financial Planning , Financial Services- 401(k) and Pension Plans
Millington Financial Advisors, LLC
Mr. Chuck F. Millington
222 S. Mill St.
Naperville, IL 60540
Phone: (630) 457-1264
Fax: (630) 457-1265
Millington Financial Advisors is an independent financial advisory firm that helps clients with all aspects of their financial makeup, including taxes, investments and risk issues. Each client’s experience is unique and all recommendations are unbiased creating successful solutions for today, tomorrow and in the future.
Member Since: 2012

See Also Financial Services- Financial Planning , Financial Services- IRA's & Annuities , Financial Services- Retirement Planning

J.P. Morgan
Mr. Thomas S. McGee CFA
55 S. Main St.
Suite 250
Naperville, IL 60540
Phone: (630) 637-4313
Fax: (630) 637-4311
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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- Financial Planning , Financial Services- Estate Planning

Paragon Advisors, LLC
Mr. Gregory DeJong
1730 Park St.
Suite 100
Naperville, IL 60563
Phone: (630) 357-2224
Fax: (630) 357-1911
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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- Financial Planning , Financial Services- Investments , Financial Services- Money Management
Strongbrook REIC
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 Financial Services- Financial Planning , Real Estate- Consulting, Real Estate
John E. Campbell & Associates LTD
Mr. David Campbell
1801 N. Mill St.
Suite H
Naperville, IL 60563
Phone: (630) 420-1231
Fax: (630) 420-1918
“One stop shopping for all your financial needs” so you can focus on growing your business, enjoying your retirement or spending time with your family. We provide QuickBooks consulting, tax planning and preparation, accounting and bookkeeping services, and wealth management services including investment management, retirement planning, and insurance services.
Member Since: 1976

See Also Financial Services- Accountants , Financial Services- Tax Planning , Certified Public Accountants
Herbst Financial Advisors Inc.
Mr. Dave Herbst
15003 S. Rt 59
Plainfield, IL 60544
Phone: (815) 436-1441
Fax: (815) 436-2594
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Herbst Financial Advisors, Inc. provides comprehensive financial and wealth management services for businesses and individuals. We offer unbiased guidance and important insights for businesses on effective retirement plans, provide education on the new Department of Labor participant fee disclosure rules, review employee benefits plansand evaluate insurance coverage. For individual investors we provide comprehensive investment programs, insurance and wealth preservation strategies. Contact us for a no obligation consultation.
Member Since: 2011

See Also Financial Services- Investments , Financial Services- Retirement Planning , Financial Services- 401(k) and Pension Plans
Kabza, Ohara & Associates - Ameriprise Financial
Mr. Kerry Kabza
400 E. Diehl Rd.
Suite 160
Naperville, IL 60563
Phone: (630) 799-9310
Fax: (630) 357-2243
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We have more than 110 years of history, and offer our clients a broad array of products and services to help them save, spend, invest and protect the things that are important to them. Our unique and collaborative Dream > Plan > Track >® approach to financial planning offers each of our clients a one-to-one relationship with one of our more than 10,000 knowledgeable advisors.2
Member Since: 2006

See Also Financial Services- Retirement Planning , Professional Services

Sikich Financial
Ms. Diana Jordan, AIFA®
1415 W. Diehl Rd.
Suite 400
Naperville, IL 60563
Phone: (877) 862-1842
Fax: (217) 862-3143
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Sikich Financial offers a comprehensive approach to quality financial services and a broad range of investment opportunities. From customized portfolio management for individuals to company retirement plan investment services, we help clients build solid financial strategies. Advisory services offered through Sikich Financial, a Registered Investment Advisor. Securities offered through Triad Advisors, Member FINRA/SIPC.
Member Since: 2003

Ameriprise Financial Services, Inc.
Ms. Sandra Price
55 S. Main St.
Suite 363
Naperville, IL 60540
Phone: (630) 696-4106
Fax: (630) 696-4107
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Focused on working with women, I can give you the extra confidence that comes from a partnership with someone who understands your financial goals, needs and dreams. You'll feel comfortable knowing that my primary focus is on creating a one-to-one relationship that provides tailored financial solutions specific to your needs. My mission is to deliver financial solutions through a tailored approach and a genuine interest in my clients' evolving needs. I help my clients achieve confidence. Areas of Focus: Women's financial Strategies, Retirement Planning Strategies, Protection and Insurance, Investment Advice
Member Since: 2005

See Also Financial Services- Retirement Planning
Charles Schwab
Ms. Laura Catalano
19 W. Chicago Ave.
Naperville, IL 60540
Phone: (630) 848-6016
Fax: (630) 717-1675
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The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management and financial advisory services through its operating subsidiaries. Here, you can enjoy a personal relationship with our investment professionals. We see investing from your perspective, and make recommendations based on actually listening to you and understanding your needs. Experience ease and convenience—from opening your account to accessing top research. To all investors, we offer investment guidance and portfolio planning.
Member Since: 2009

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