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Raymond James & Associates is a financial services firm located in Oakbrook Terrace, IL. They are dedicated to putting their clients first and providing personalized financial planning and investment advice. With a focus on balancing their clients' current lifestyles with their future goals, Raymond James offers a range of services, from personal finance and college tuition planning to retirement and legacy planning. With a client-first perspective and a commitment to professional integrity, Raymond James has a long-standing track record of profitability and is backed by a team of experienced financial advisors. Founded in 1962, Raymond James has grown to become a leading firm in the industry, with 8,700 financial advisors and $1.37 trillion in client assets as of December 31, 2023. Their success is attributed to their adherence to core values of advisor independence, professional integrity, and a conservative, long-term approach to investing. With a team of dedicated professionals, including branch managers, managing directors, and registered client service associates, Raymond James is well-equipped to help clients navigate their financial journeys and achieve their financial goals.Generated from the website

Capital Strategies Investment Group, based in Villa Park, IL, is an employee-owned independent fiduciary firm specializing in investment advisory, asset management, and private wealth services. By offering tailored financial strategies and a collaborative approach, they aim to empower individuals, families, and organizations in achieving their unique financial goals. With a strong emphasis on governance and accountability, Capital Strategies provides comprehensive solutions for managing retirement plans, endowments, and personal wealth. Their commitment to client success and innovative strategies underscores their reputation as a trusted partner in navigating complex financial landscapes. Generated from the website

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.