Valerie A. Janke CFP®, Financial Advisor

CONNECT

Address:

4225 Naperville Rd., Suite 230
Lisle, IL 60532

Phone:

(331) 229-4038

Fax/Other:

(630) 245-1230

Our Difference

 

 

 

 

 

We believe our difference is that we view you, our client, as a member of our family.  We educate, create strategies and communicate them in every day language that is not riddled with jargon that only financial professionals understand.  While most solutions involve the implementation of products?  We take the time to be sure that our recommendations are suitable for our clients. Some of those solutions are listed below:

  • Financial Planning
  • Investments
  • Retirement Strategies 
  • Estate Planning
  • Insurance and annuities

This process revolves around you, our client.  You are at the heart of everything we do.

 

 

 

 

Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements. 

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