Top Three Rated

Best Financial services in AURORA

3 trusted local Financial Services in Aurora, Illinois

Primerica : Hector Salmeron

11 N Edgelawn Dr, Aurora, IL
Zipcode: 60506
5.0 Since 2002
Specialties
Financial Needs Analysis Term Life Investments Mortgage Debt Solutions Auto & Home Pre-Paid Legal
Financial Needs Analysis Term Life Investments Mortgage Debt Solutions Auto & Home Pre-Paid Legal Identity Theft & Vivint
About Business

Hector P. Salmeron is a Regional Vice-President with Primerica and has been part of the company since 2002. His professional identity is centered on helping individuals and families develop a stronger understanding of personal finance and work toward their long-term financial goals. His Primerica profile reflects a relationship-focused approach built around financial education and personalized guidance. Salmeron has established a longstanding professional presence in the Aurora community through his work with Primerica.

Hector P. Salmeron is a Regional Vice-President with Primerica and has been part of the company since 2002. His professional identity is centered on helping individuals and families develop a stronger understanding of personal finance and work toward their long-term financial goals. His Primerica profile reflects a relationship-focused approach built around financial education and personalized guidance. Salmeron has established a longstanding professional presence in the Aurora community through his work with Primerica.

Working Hours
Open Call For Hours
Customer Review
fast, reliable and most important knowledgable. Came in with 100 questions and came out with everything answered.

Edward Jones : Nick Ferraro

1128 Prairie St Ste B, Aurora, IL
Zipcode: 60506
4.5 Since 2017
Specialties
Account Options Retirement Accounts Brokerage Account Options 529 Plans Banking And Lending Investment Products Stock Selection
Account Options Retirement Accounts Brokerage Account Options 529 Plans Banking And Lending Investment Products Stock Selection Bonds CDs And Other Fixed-Income Investments Mutual Funds Exchange-Traded Funds Unit Investment Trusts Donor Advised Funds Wealth Strategies Trust Company Edward Jones Ventures Insurance And Annuities Solutions For Business Owners
About Business

Nick Ferraro is a financial advisor with Edward Jones who has established a professional presence serving individuals and families in the Aurora community. His professional philosophy emphasizes taking time to understand clients’ priorities, financial goals, and comfort with investment risk before developing a personalized approach. Ferraro joined Edward Jones in 2017 and has worked in the financial services industry for several years. His professional background reflects a relationship-focused approach, with an emphasis on understanding each client’s circumstances and maintaining long-term connections.

Nick Ferraro is a financial advisor with Edward Jones who has established a professional presence serving individuals and families in the Aurora community. His professional philosophy emphasizes taking time to understand clients’ priorities, financial goals, and comfort with investment risk before developing a personalized approach. Ferraro joined Edward Jones in 2017 and has worked in the financial services industry for several years. His professional background reflects a relationship-focused approach, with an emphasis on understanding each client’s circumstances and maintaining long-term connections.

Working Hours
Open Mon - Thu 8:00 am - 4:30 pm Fri By Appointment Sat & Sun Closed
Customer Review
Nick has been great to work with! He explains everything until I understand, and has been flexible with scheduling meetings that with with my schedule. If you’re looking for help with investments I would definitely give him a call.

Cruz Investments & Wealth Management

605 N Broadway 2nd floor, Aurora, IL
Zipcode: 60505
5.0 Since 1985
Specialties
Retirement Income Strategies Wealth Management Annuities Investments IRA/401(k) Rollovers Asset Protection Strategies Life Insurance
Retirement Income Strategies Wealth Management Annuities Investments IRA/401(k) Rollovers Asset Protection Strategies Life Insurance Tax-Efficient Strategies Long-Term Care Strategies Charitable Giving Trusts IRA Legacy Planning Estate Planning Tax Planning Medicare Planning
About Business

Cruz Investments & Wealth Management, founded in 1985, Rey Cruz is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income. As the creator of the “Cruzing Into Retirement™” System, Rey has been helping individuals and families prepare for and enjoy their ideal retirement since 1985. He believes clients need a professional who will be their financial partner — one who will provide written recommendations to reach their desired retirement and financial goals and who has a team in place for communication and execution.

Cruz Investments & Wealth Management, founded in 1985, Rey Cruz is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income. As the creator of the “Cruzing Into Retirement™” System, Rey has been helping individuals and families prepare for and enjoy their ideal retirement since 1985. He believes clients need a professional who will be their financial partner — one who will provide written recommendations to reach their desired retirement and financial goals and who has a team in place for communication and execution.

Working Hours
Open Mon - Thu 8:30 am - 4:30 pm Fri 8:30 am - 3:00 pm Sat & Sun Closed
Customer Review
Great company to work alongside. Rey is extremely knowledgable and his staff are truly assets.