3 Best Financial Services in Aurora, IL

Here’s The Deal:
Nick Ferraro has had a successful tenure as a financial advisor at Edward Jones, leveraging his expertise to assist clients. As an Edward Jones financial advisor, he believes it's important to invest his time in understanding what is important to you and your family before you invest your money. Nick Ferraro also thinks the first step any individual should take is to have a strategy in place. He joined Edward Jones to work personally with individuals and their families to help them achieve their goals. At Edward Jones, the team focuses on you. The firm has thousands of people and advanced technology supporting their office so that they can help you and your family reach your long-term financial goals with the personal touch of someone who truly cares. They can work one-on-one with you to help determine the most appropriate financial strategy for you and your family. They offer insight and knowledge with a long-term and personal approach to investing. Contact them to request an appointment.

Here’s The Deal:
Hector & Claudia I. M. Salmeron are Aurora, Illinois's leading Primerica financial representatives. They became Primerica financial representatives because they wanted to help their neighbors, the residents of Aurora, and the surrounding communities achieve their financial and life goals with a personalized investment strategy. Their highest priority is to create value and peace of mind for their clients. They pride themselves on providing excellent customer service to everyone who enters their office. They strive to treat each customer as they want to be treated – with respect and integrity. They welcome Aurora residents to call or visit their office to see how they can help them achieve their financial goals and dreams. Primerica is a financial services company for everyone. from those just starting on their investment journey to those already in retirement. Their wide range of products and programs offers an investment solution for everyone.

Here’s The Deal:
Cruz Investments & Wealth Management is one of the leading financial planners in Aurora, Illinois. Rey Cruz is the founder of the firm. He is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income. He is also a Certified Financial Planner (CFP®) professional with a bachelor's degree from Aurora University. Rey Cruz has passed the Series 6, 7, 24, and 63 securities exams and holds life, health, long-term care, and annuity insurance licenses in Illinois, Missouri, Wisconsin, Arizona, and North Carolina. The team at Cruz Investments & Wealth Management is here to help ensure you receive all the assistance you need in developing your retirement income strategy and maintaining it throughout your retirement. They refer you to professionals to help meet your individual needs for financial services. They always seek creative and energetic team members to help move their business forward. They are committed to earning your trust and thoroughly understanding your goals and dreams to help you feel confident in your business strategies. They are dedicated to assisting individuals and families throughout the Greater Chicagoland area with their financial planning to ensure they confidently retire. They do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help achieve the objectives of that strategy.