Our commitment is to help develop, alongside our clients, financial strategies, taking into account their needs and objectives, willingness to assume risk, current and future income needs, and potential tax liabilities. Our team has over 40 years of combined experience as investment and financial advisors in the Naperville area. Lantz Financial Team: Michael J. Lantz, Financial Advisor, Certified Financial Planner (CFP); Daniel B. Rohlfing, Senior Financial Advisor, CFP; Derek Raridon, Financial Advisor; Dayna G. Tarr, Registered Client Associate, AAMS; Mandey Shrader, Client Associate; Joanie Griffith, Practice Manager. Mike Lantz is One of Forbes 2019 Best-In-State Wealth Advisors!
Lantz Financial Team Naperville address and phone