Investment brokerages in Naperville, IL

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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!

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jacob Schatz is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Naperville, IL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.