Oswego Chamber of Commerce Business Directory
Insurance and Financial Services
Contact: Kati Conklin
3409 Orchard Rd
Oswego, IL 60543
Phone Number: 630-383-5006
Email Address: email@example.com
Edward Jones – Ferraro
I help people plan for their financial future and get them on track for a comfortable retirement. I work with clients looking to plan for retirement, living in retirement, saving for college, or planning an estate, among many other financial strategies.
Edward Jones – Kolka
Helping individuals achieve their personal financial goals including: retirement, college savings, and individual investing.
Contact: Jonny Kolka
2400 S. Eola Rd
Oswego, IL 60543
Phone Number: 630-499-9502
Fax Number: 866-662-6062
Email Address: firstname.lastname@example.org
Edward Jones – Wagner
Contact: Britt Wagner
13550 S Route 30
Plainfield, IL 60544
Phone Number: 815-254-8078
Email Address: email@example.com
Farmers Insurance/Jim Lombardi
Contact: Jim Lombardi
27W140 Roosevelt Rd
Winfield, IL 60190
Phone Number: 630-871-8500
Email Address: firstname.lastname@example.org
For over a decade I’ve built significant relationships with business owners and their accountants. The value that I bring is extensive knowledge around advanced tax reduction strategies to increase one’s bottom line. My specialties include executive bonus planning, estate and legacy planning, and business succession planning. I also have a passion for helping divorcees navigate and protect their financial option and security.
Understanding your life priorities is an important part of how I work with the clients I serve. It’s not just about markets and returns, it’s about what matters most to you. I welcome the opportunity to show you how we can work together to create financial strategies designed around you, your goals and your aspirations.
I focus on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. I provide access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
New York Life Insurance Company
Our fundamental mission is to help provide financial security and peace of mind to our clients. Our core business is founded on the belief, trust integrity and humanity needs to be earned. Our commitment to mutually and our financial strength is evident n our local communities and with the businesses we serve.