Oswego Chamber of Commerce Business Directory

Listing by Company Name:
A B C D E F G H I J K L M N O P Q R S T U V W Y
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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.

Contact: Nick Ferraro
1128 Prairie St
B
Aurora, IL 60505
Phone Number: 630-340-5645
Email Address: nick.ferraro@edwardjones.com
Website: edwardjones.com/nick-ferraro

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Edward Jones – Kolka

Helping individuals achieve their personal financial goals including: retirement, college savings, and individual investing.

Contact: Jonny Kolka
2400 S. Eola Rd
Suite F
Oswego, IL 60543
Phone Number: 630-499-9502
Fax Number: 866-662-6062
Email Address: jonny.kolka@edwardjones.com

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Hoopis Group

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.

Contact: Robert Leonardo
1001 Warrenville Rd.
450
Lisle, IL 60532
Phone Number: 773-619-5446
Email Address: leonardo@hoopisgroup.com
Website: www.facebook.com/leonardomassmutual

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Merrill Lynch

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.

Contact: Jessica Jarvis
3333 Warrenville Rd
100
Lisle, IL 60532
Phone Number: 630-608-7414
Email Address: jessica.jarvis@ml.com
Website: fa.ml.com/illinois/lisle/jessica-jarvis

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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.

Contact: Lisa Del Campo
520 Lake Cook Rd
Deerfield, IL 60035
Phone Number: 7206120445
Email Address: ldelcampo@ft.newyorklife.com
Website: www.newyorklife-chicago.com

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