Financial 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- Investment Advisory Services , Financial Services- Mutual Funds , Financial Services- Investments

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- Investment Advisory Services , Financial Services- Financial Planning , Financial Services- Retirement Planning
Prime National Credit Repair
Mr. Joseph Fiedler
1400 Sommer Ct.
Minooka, IL 60447
Phone: (815) 997-8957
Personal Credit repair. I assess customers credit reports and determine if they can be helped. If they are able to be then I help them get negative items off their credit reports.
Member Since: 2012

Raymond James & Associates, Inc.
Ms. Vicky Campbell
620 N. River Rd.
Suite 108
Naperville, IL 60563
Phone: (630) 579-3800
Fax: (630) 369-2950
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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 Planning , Financial Services- IRA's & Annuities , Financial Services- Retirement Planning
West Suburban Bank
Ms. Michelle Tonchevici
1004 104th St.
Naperville, IL 60564
Phone: (630) 652-2144
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Thrivent Financial for Lutherans
Corey J. Schmidt CFP(r), ChFC, FIC
28371 Davis Pkwy
Suite 102
Warrenville, IL 60555
Phone: (630) 821-6990
Fax: (630) 821-6999
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Member Since: 2012
State Farm Agency-Jeremy Zeitler
Mr. Jeremy Zeitler
1460 E. Chicago Ave.
Naperville, IL 60540
Phone: (630) 308-0008
Fax: (331) 213-7673
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New Member
State Farm's mission is to help people manage the risks of everyday life, recover from the unexpected, and realize thier dreams.
Member Since: 2013
Thrivent Financial for Lutherans
Mr. Zac Larson
28371 Davis Pkwy.
Suite 102
Warrenville, IL 60555
Phone: (630) 821-6990
Fax: (630) 821-6999
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Member Since: 2012
MB Financial Bank
Ms. Cristen Austgen
380 W. Diehl Rd.
Naperville, IL 60563
Phone: (630) 357-2600
Fax: (630) 357-0322
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Member Since: 2011

See Also Financial Services- Banking Services , Financial Services- Banks
First Bank & Trust
Mr. Darrin Bacon
55 Shuman Blvd.
Suite 100
Naperville, IL 60563
Phone: (630) 348-2300
We put community first. Whether it is Personal Banking, Commercial Banking or Trust & Investments you need, we have the best customer service in the business with affordable pricing, a strong capital base and outstanding technology.
Member Since: 2012

See Also Financial Services- Banking Services , Financial Services- Commercial Banking , Financial Services- Investments
State Farm Insurance - Gerald McCadd
Mr. Gerald McCadd
516 W. Boughton Rd.
Bolingbrook, IL 60440
Phone: (630) 679-1900
Fax: (630) 679-9317
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Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
Member Since: 2013

See Also Insurance, Insurance- Life, Insurance- Auto
Administrative Solutions
Ms. Sandra Lukashevich
1629 Killdeer Dr.
Naperville, IL 60565
Phone: (708) 420-5528
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We provide top-notch, experienced and professional administrative services and office support to small businesses.
Member Since: 2012

See Also Financial Services- Bookkeeping
Thrivent Financial for Lutherans
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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Not for Profit Organization
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 Planning , Financial Services- IRA's & Annuities , Financial Services- Investments
Westlink Holdings Group, Inc.
Mr. Lu Sun
511 Orleans Ave.
Naperville, IL 60565
Phone: (217) 331-8686
Member Since: 2012
Advanced Planning Advisors
Mr. Robert Kirvan
2135 CityGate Ln.
Suite 300
Naperville, IL 60563
Phone: 630-780-1099
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At Advanced Planning Advisors, we provide our clients with full service retirement management. Our list of extensive services provided to our clients include: Asset Allocation, Wealth Management, Succession Planning, Money Management, Retirement Plan Management and Alternative Investment Opportunities.
Member Since: 2011

See Also Business & Professional Services- Investment & Consulting, Financial Services- Retirement Planning , Financial Services- IRA's & Annuities
Illinois Insurance Associates
Ms. C.J. Lydon
2948 Artesian Rd.
Suite 104
Naperville, IL 60564
Phone: (630) 270-3317
Fax: (630) 270-3310
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“Covering Everyone & Everything That Matters To You” is our motto. We are Farmers Insurance and provide our clients with the protection needed for their: Life, Homes, Vehicles, Business & Employees, Health, Long Term Care, Disability, Motorcycle, Boats, RV’s and Finances. A portion of our proceeds is donated to local Not-For-Profits.
Member Since: 2013

See Also Insurance- Auto, Insurance, Insurance- Life
Walsh Financial
Ms. Constance Walsh
4300 Commerce Court
Suite 318
Lisle, IL 60532
Phone: (630) 260-9030
Fax: (630) 260-9038
Provides financial advisory sevices to individuals and small businesses, including but not limited to asset management, implementing retirement plans for small businesses and individuals and the preparation of comprehensive and personalized financial plans. Also provides mediation services and financial guidance to couples and individuals going through divorce. We are an advocate for "Collaborative Divorce" which emphasizes divorce with dignity and respect.
Member Since: 2011

See Also Financial Services- Divorce, Mediation
State Farm - Ems Insurance Agency, Inc.
Mr. Randy Ems
1355 S. Route 59
Suite 102
Naperville, IL 60564
Phone: (630) 983-5000
Fax: (630) 820-5696
Member Since: 2003

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Country Financial
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 Insurance, Financial Services- Retirement Planning , Financial Services- Financial Planning

David A. Noyes & Company
Ms. Kari Burg
209 S. Lasalle St.
12th Floor
Chicago, IL 60604
Phone: (312) 606-4630
Fax: (312) 794-7651
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Since 1908, the midwest firm of David A. Noyes & Company has provided personal, customized financial counsel to individuals, families and businesses. We are a full-service investment firm with a century of financial expertise, focused on helping to manage and build your wealth, now and for generations to come.
Member Since: 2011
Movement Mortgage
Mr. Dennis Papiernik
1335 Ada
Naperville, IL 60540
Phone: (630) 708-8326
Fax: (866) 863-0163
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Unlike other mortgage companies, Movement Mortgage gets it. We know that you work hard day in and day out. With this in mind, Movement Mortgage has created a driven and motivated culture dedicated to being the best in the industry. Whether it’s purchasing a home, refinancing, or looking for a reverse mortgage, our experiences mortgage consultants are ready to help you every step of the way.
Member Since: 2013

See Also Financial Services- Mortgages
First Command Financial Services
Mr. Dan Lippold
1952 McDowell Rd.
Naperville, IL 60563
Phone: (630) 756-0193
First Command Financial Services, Inc. develops and delivers comprehensive financial plans and solutions to assist American families in their efforts to reduce debt, build wealth, and pursue their financial goals and lifetime dreams. Embracing conservative, time-tested financial principles and advocating consistent saving, disciplined investing, and a thoughtful insurance strategy to manage risks to financial well-being, First Command Financial Advisors have established lasting relationships with hundreds of thousands of client families since 1958.
Member Since: 2010

See Also Insurance- Finance , Insurance, Insurance- Long Term Care
Independence Capital Financial Partners
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- Financial Planning , Financial Services- Investments , Insurance
Kofa International Co.
Mr. Ganiya Dada
762 Torrington Dr.
Naperville, IL 60565
Phone: (630) 428-9750
Fax: (630) 428-9756
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Kofa International Co. is a U.S. based Equipment Suppliers, Consulting and Finaning Company. Our activities include, but are not limited to Project Developemnt or Identification, Consulting, Trading, Import, Export and Facilitating Finance for Foreign Importers of U.S. Goods and Services using the available U.S. Credit Agencies.
Member Since: 2013

See Also International/Trade Consultant, Manufacturer's Representative, Consulting- Export Trade
Round Hill Securities
Mr. Jim Coronado
40 Shuman Blvd.
Suite 117
Naperville, IL 60563
Phone: (630) 579-1991
Round Hill Securities of Naperville provides discount brokerage services. Never a minimum investment nor inactivity fees!!! In addition, we participate in preferred stock IPO's ranging in yields from 6% - 8.75% for the income conscious investor!! Call and ask for our "Brochure on Commission Savings" and about our current preferred stock IPO's!! Broker/Dealer Member NASD/SIPC Home Office Located in Alamo, California.
Lending Solutions, Inc.
Mr. Bill Hultstrand
1323 Bond St.
Suite 151
Naperville, IL 60563
Phone: (800) 937-4249
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Lending Solutions, Inc. (LSI) develops innovative, consumer-lending services and consulting programs for financial institutions across North America. The company’s highly trained call-center staff provides 24-hour loan processing and consumer-lending service to more than 300 premier credit unions and banks. Its portfolio of 24/7 services includes online lending, indirect underwriting, mortgage operations, collections outsourcing, outbound marketing and complete customer-service transactions.
Member Since: 2012

See Also Financial Services- Banking Services , Financial Services- Credit Union , Financial Services- Loans

Optimas Financial & Accounting Solutions
Mr. Jon Orr
2135 CityGate Ln.
Suite 300
Naperville, IL 60563
Phone: (630) 780-1042
Fax: (312) 268-6435
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Optimas provides Business Accounting and CFO Services. We use specialists, technology and economies of scale to cost effectively increase the quality, amount and timeliness of your financial and accounting information. Our CFO Services provides expert financial analysis, insight and advice allowing clients to obtain their strategic objectives and increase profitability.
Member Since: 2012

See Also Business & Professional Services- Investment & Consulting, Consulting- Business , Financial Services- Accountants
LFE Institute
Ms. Laura LaBelle
120 Versailles Ct.
Bloomingdale, IL 60108
Phone: (630) 841-5794
Fax: (630) 980-1753
The LFE Institute provides an unbiased full-service Smart Money “Toolkit”, consisting of interactive On-site & Web-based workshops, personal Money Coaching & mentoring, pre & post skills assessments, a weekly e-Learning series, our new Financial Resource Guide e-Book and more. LFE helps consumers stretch their paychecks, reduce debts, ease family conflict over finances, and avoid financial scams and pitfalls so they can save and invest more. LFE sells no products or services other than unbiased education.
Member Since: 2012

See Also Education, Employee Benefit Programs, Business Development
TIC Financial Services
Mr. Paul Segert
1750 N. Washington St.
Naperville, IL 60566
Phone: (630) 505-8885

See Also Insurance- Life
Great Lakes Credit Union
Ms. Michelle Fox
1519 N. Naper Blvd.
Naperville, IL 60563
Phone: (630) 369-4070
Fax: (630) 369-4178
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Enhance your employee benefit package at no cost to your organization by offering Hawthorne Credit Union. We are a full-service not-for-profit financial institution since 1935. We handle the entire enrollment process providing all marketing materials and support. No matter your staff size we'd like to welcome your staff into membership at Hawthorne Credit Union.
Member Since: 2012

See Also Financial Services- Credit Union , Financial Services- Commercial Banking , Financial Services- Banking Services
Mass Mutual/Water Tower Financial Partners
Mr. Christopher Gandy
4355 Weaver Pkwy
Suite 150
Warrenville, IL 60555
Phone: (312) 532-2257
Fax: (312) 984-6319
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MassMutual is a fortune 100 firm that focuses on insurance investments and planning for individuals and businesses. Ranked 97 by Assets by Fortune and 2012 on the “Most Admired” The local MassMutual office in now in the western suburbs. Call Chris Gandy, District Manager for more details.
Member Since: 2013

See Also Insurance- Business , Insurance

Kids Wealth International Club (KWIC)
Ms. Melanie Jane Nicolas
P.O. Box 9409
Naperville, IL 60567
Phone: (877) 594-2543
Fax: (630) 246-4717
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Kids Wealth International Club (KWIC) empowers kids to a healthier financial future by giving them the financial and business tools to live a life of abundant wealth. By using games, songs, and simulations, we help your kids get rich in a fun way!
Member Since: 2012

See Also Children's Training & Education Programs, Education, Business Development
Premier Wealth Group
Mr. Geoffrey Grossett
2650 Warrenville Rd.
Suite 100
Downers Grove, IL 60515
Phone: (630) 441-1203
My goal is to provide families ad business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
Member Since: 2012

See Also Insurance, Financial Services- IRA's & Annuities , Insurance- Group Health

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