Financial Planners in Oakbrook Terrace, Illinois | PlannerSearch

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1 Financial Planners in Oakbrook Terrace, Illinois

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Oakbrook Terrace

1 Financial Planners in Oakbrook Terrace, Illinois

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James A. Longo, Jr.

CFP^®, CPA, PFS, CRPC

Financial Planner 0.24 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Oakbrook Terrace, Illinois and the surrounding communities.

Paramount Wealth Advisors / Lincoln Financial Advisors Corp.

17w220 22nd St, Ste 410A
Oakbrook Terrace, IL 60181

(630) 501-1041

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Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the Oakbrook Terrace, Illinois area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.

The Planner Search directory is made Financial Planning Association (FPA) members and includes CFP^® professionals, educators, financial services providers, and others who follow the highest standards of professional competence and integrity. Contact a financial planner today and find out how they can help you prepare financially for major life changes, investments, personal finance, or business finances.