Financial Planning Consultants in Montgomery, IL

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save f

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement plannin

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 investme

Steve Meves, Chief Investment Officer for Old Second Wealth Department, has over 16 years of investment experience managing investments for trust client

Sean OConnor is a 1st Vice President and Manager of Retirement Plan Services. He began his career at Old Second Bank's Wealth Department in 2008. As t

Richard A. Gartelmann Jr, Senior Vice President. currently manages Old Second Bank's Wealth Management Division. With over 20 years of trust and investme

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 Relationsh

Carolyn Swafford, Vice President and Trust Officer, brings over 23 years of experience to Old Second National Bank. She handles a wide variety of person

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 Tru

Michele A. Morgan,Vice President Trust Officer, brings over 25 years of trust experience to Old Second. From simple to complex Estate and Trust administratio

Felipe Rocha is a COUNTRY Financial representative providing insurance and financial services for the communities in and around Aurora, IL 60