Our commitment is to help develop, alongside our clients, financial strategies, taking into account their needs and objectives, willingness to assume risk, current and future income needs, and potential tax liabilities. Our team has over 40 years of combined experience as investment and financial advisors in the Naperville area. Lantz Financial Team: Michael J. Lantz, Financial Advisor, Certified Financial Planner (CFP); Daniel B. Rohlfing, Senior Financial Advisor, CFP; Derek Raridon, Financial Advisor; Dayna G. Tarr, Registered Client Associate, AAMS; Mandey Shrader, Client Associate; Joanie Griffith, Practice Manager. Mike Lantz is One of Forbes 2019 Best-In-State Wealth Advisors!
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Naperville, IL area, Vijay Bajaj will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
