3 Best Financial Services in Joliet, IL

"Seth Cooper had 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.

"Elevate Private Wealth Management brings together 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. Mike Murray is the president of Elevate Private Wealth Management. Mike enjoys serving and helping people, and building relationships with them. He has worked in the financial services industry for more than 20 years at firms including Wells Fargo Advisors and Edward Jones. After attending Atlantic Technical College, Mike received his Certification in Financial Planning from Florida State University.

"The Voyager Group, Ltd, is an independent financial services consulting company and also a registered branch office of Lincoln Investment Planning, LLC, Registered Investment Adviser, Broker Dealer, Member FINRA/SIPC. The Voyager Group Ltd consists of a team of financial advisors and staff guiding clients towards financial success. Kathy Cawley is the President, Co-Founder, and passionate leader of The Voyager Group, Ltd. She holds FINRA Series 6, 63, 65, and 26 Securities Registrations, and completed her B.A. at Illinois Wesleyan University. She truly puts her clients' interests above her own. By listening to her clients' needs and wants, she develops strategies to help them strive for their goals. Kathy makes complicated topics understandable. Money matters can be stressful, but clients say after meeting with Kathy that they always feel better.