3 Best Financial Services in Joliet, IL

“Seth Cooper is a successful tenure as a financial advisor at Edward Jones. As an Edward Jones financial advisor, he believes investing time in understanding what you're working toward before investing your money is important. Whether you're planning for retirement, college, grandchildren, or just trying to secure the financial future of your loved ones, he can work with you to develop specific strategies to help achieve your goals. Seth Cooper can also monitor your progress to help you stay on track or determine if any adjustments need to be made. At Edward Jones, the team welcomes the opportunity to collaborate with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, they can help you develop a tailored plan to achieve your financial goals.”

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“Elevate Private Wealth Management is led by Mike Murray, the president and registered principal of the firm, who takes pride in serving and helping people while building meaningful relationships with them. At Elevate Private Wealth Management, the team combines nearly 100 years of combined experience and commitment to create a thoughtful approach to comprehensive planning and innovative financial management. They take the time to get to know you and your unique situation, then work together to build and manage your plan to help achieve your goals. Their clients are their community, and they take the time to build long-term relationships based on friendship, trust, and sound financial counsel. They've found that their distinct blend of storied experience and savvy knowledge helps put them in a position to serve the most discerning clients. Well-suited for those seeking professional wealth management experience, their collaborative team caters to sophisticated investors needing tailored portfolios and investment advice.”

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“The Voyager Group is led by Kathy Cawley, the president of the firm. The team comprises six professionals: Frank Palmasani, Tom Cawley, Joy Kaminski, Jordys Larson, Diane Sewing, and Ana Soto. Their advisors help optimize your portfolio and plan for retirement challenges by assessing your needs and carefully planning your goals. She holds FINRA Series 6, 63, 65, and 26 Securities Registrations and completed her B.A. at Illinois Wesleyan University. She helps her clients achieve their financial goals by assisting families and individuals in investing wisely during the accumulation years and spending carefully in the distribution phase. The team at The Voyager Group offers personalized service. Their advisors help optimize your portfolio and plan for retirement challenges by assessing your needs and carefully planning goals.”

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