105 results for:

Financial Planning in Aurora

Old National Bank

Old National Bank Verified by Yext

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2760 Route 34, Oswego, IL

630-383-5302

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Old National Bank

Old National Bank Verified by Yext

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2760 Route 34, Oswego, IL

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Old National Bank is your bank for Oswego. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, North Dakota, Tennessee, and Wisconsin. At Old National, you will find financial services for all of life, including personal and business banking, mortgages, investments, wealth management, online... Read More about Old National Bank

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Mike Cava, CFA CFP® - Wealth Management

Mike Cava, CFA CFP® - Wealth Management Verified by Yext

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37 S. River St., Aurora, IL

630-281-4522

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Mike Cava, CFA CFP® - Wealth Management Verified by Yext

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37 S. River St., Aurora, IL

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Mike is a Vice President and Senior Portfolio Manager with Old Second Bank’s Wealth Management Group. With over 30 years of investment experience, Mike co-manages the Fixed Income Common Trust Fund and manages major institutional accounts as well as individual accounts. Mike earned a B.A. in Economics from Marquette University and a M.A. in Economics from DePaul University. Mike was... Read More about Mike Cava, CFA CFP® - Wealth Management

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Andrew Crouch - Wealth Management

Andrew Crouch - Wealth Management Verified by Yext

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37 S. River St., Aurora, IL

312-912-6058

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Andrew Crouch - Wealth Management Verified by Yext

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37 S. River St., Aurora, IL

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Andrew R. Crouch is Senior Vice President, and Senior Trust Officer at Old Second Bank. Andrew provides guidance to individuals and families regarding the preservation and transfer of their wealth over multiple generations. He focuses his practice on the development and implementation of trust, estate, wealth transfer, tax planning, guardianship, real property transactions, charitable planning, and fiduciary planning for high-net-worth... Read More about Andrew Crouch - Wealth Management

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Andy Roche - Wealth Management

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37 S. River St, Aurora, IL

630-906-5464

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Andy Roche - Wealth Management Verified by Yext

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37 S. River St, Aurora, IL

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Andy Roche is a Senior Vice President of Personal Trusts and brings over 25 years of trust experience to Old Second. In addition to his role as Head of Trust Administration, he also oversees taxes, trust operations and is the department’s IRA expert. Roche earned a bachelor of science in accounting with a business minor from St. Joseph’s College and... Read More about Andy Roche - Wealth Management

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Brad Johnson - Wealth Management

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37 S. River St, Aurora, IL

630-906-5545

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Brad Johnson - Wealth Management Verified by Yext

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37 S. River St, Aurora, IL

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Brad Johnson is a Vice President and Investment Officer with Old Second Bank’s Wealth Management Group. Brad co-manages the Equity Common Trust Fund, co-manages major institutional accounts and manages individual accounts. Brad earned a Bachelor of Science in Finance degree from the University of Illinois Urbana-Champaign as well as a Master of Science in Finance degree also from the University... Read More about Brad Johnson - Wealth Management

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Jacquelyn Volkert - Wealth Management

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37 S. River St, Aurora, IL

630-906-3218

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Jacquelyn Volkert - Wealth Management Verified by Yext

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37 S. River St, Aurora, IL

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Jacquelyn "Jackie" Volkert is a Senior Vice President of Wealth Managment and brings over 30 years of trust experience to Old Second Bank. As a Relationship Manager and Senior Trust Officer, Jackie secures and manages personal and business relationships. She oversees the Irrevocable Insurance Trust and has overseen Land Trust, IRA, and departmental trust operations. Volkert is a graduate of... Read More about Jacquelyn Volkert - Wealth Management

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Richard A. Gartelmann Jr - Wealth Management

Richard A. Gartelmann Jr - Wealth Management Verified by Yext

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37 S. River St, Aurora, IL

630-844-5730

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Richard A. Gartelmann Jr - Wealth Management Verified by Yext

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37 S. River St, Aurora, IL

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Richard A. Gartelmann Jr, Senior Vice President. currently manages Old Second Bank's Wealth Management Division. With over 20 years of trust and investment experience, Rich co-manages the Equity Common Trust Fund and the Fixed Income Common Trust Fund, co-manages major institutional accounts as well as managing individual accounts. Rich is a Certified Financial Planner (CFP®). He earned a B.A. from... Read More about Richard A. Gartelmann Jr - Wealth Management

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Steve Meves - Wealth Management

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37 S. River St, Aurora, IL

630-801-2217

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Steve Meves - Wealth Management Verified by Yext

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37 S. River St, Aurora, IL

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Steve Meves, Chief Investment Officer for Old Second Wealth Department, has over 16 years of investment experience managing investments for trust clients, high-net-worth individuals and institutional relationships. He manages the Investment Team that is responsible for investment strategy, market research, security analysis, and portfolio management. Steve also manages client portfolios and co-manages the Equity and Fixed Income Common Trust funds.... Read More about Steve Meves - Wealth Management

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"Ed" Edward Gorenz - Wealth Management

"Ed" Edward Gorenz - Wealth Management Verified by Yext

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37 S. River St, Aurora, IL

630-906-5467

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"Ed" Edward Gorenz - Wealth Management Verified by Yext

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37 S. River St, Aurora, IL

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Edward "Ed" J. Gorenz is a Vice President and Trust Officer with Old Second Bank’s Wealth Management Group. With over 27 years of trust and investment experience, Ed manages personal trust and estate administration relationships and is a member of several Wealth Management committees including Real Estate, Trust Administration, Discretionary Distribution, and Trust Investment. Ed earned a Bachelor of Science... Read More about "Ed" Edward Gorenz - Wealth Management

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Michele Morgan - Wealth Management

Michele Morgan - Wealth Management Verified by Yext

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37 S. River St, Aurora, IL

630-844-3222

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Michele Morgan - Wealth Management Verified by Yext

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37 S. River St, Aurora, IL

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Michele A. Morgan,Vice President Trust Officer, brings over 25 years of trust experience to Old Second. From simple to complex Estate and Trust administration, clients can trust that their financial matters will be handled in an efficient and expert manner. Michele also possesses expertise in the administration of Guardianships, OBRAs and Third Party Funded Special Needs Trusts. Michele has achieved... Read More about Michele Morgan - Wealth Management

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MCR Management Inc

MCR Management Inc Verified by Yext

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508 Lakelawn Blvd, Aurora, IL

331-256-5647

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MCR Management Inc Verified by Yext

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508 Lakelawn Blvd, Aurora, IL

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Ver Halen Stephen F CPA PC

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1444 N Farnsworth, Aurora, IL

Stephen F. Ver Halen CPA PC is a certified public accountant in Aurora, Illinois. Planning your finances and taxes seems like a simple process, but there are nuances and tricks that are often overlooked by neophytes. With a CPA like Stephen Ver Halen, you'll feel confident knowing that a seasoned professional is flawlessly handling your finances, and accruing the highest... Read More about Ver Halen Stephen F CPA PC

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Aspen Financial Services

Aspen Financial Services

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201 N Constitution Dr, Aurora, IL

630-897-7574

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Aspen Financial Services

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201 N Constitution Dr, Aurora, IL

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Old National Bank

Old National Bank Verified by Yext

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2 South Broadway, Aurora, IL

331-300-6678

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Old National Bank

Old National Bank Verified by Yext

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2 South Broadway, Aurora, IL

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Old National Bank is your bank for Aurora. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, North Dakota, Tennessee, and Wisconsin. At Old National, you will find financial services for all of life, including personal and business banking, mortgages, investments, wealth management, online... Read More about Old National Bank

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Old National Bank
2760 Route 34, Oswego, IL 630-383-5302
508 Lakelawn Blvd, Aurora, IL 331-256-5647
201 N Constitution Dr, Aurora, IL 630-897-7574
Old National Bank
2 South Broadway, Aurora, IL 331-300-6678