Patty Finley, Financial Advisor located in Evanston, IL

Financial Advisor
Patty Finley

CEPA®, AAMS®
1007 Church St Suite 300, Evanston, IL 60201opens in a new window
Accepting New Clients
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Focus Areas

  • Entrepreneurs & Business Owners
  • LGBTQ+ Finances
  • Women Investors
  • Hispanic Family Finances
  • Retirement Savings Strategies
  • Sustainable Investing

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Cooking
  • Traveling
  • Camping
  • Wine Collecting/Enthusiast

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(847) 328-7853

Fax

(877) 347-2565

Office Address

1007 Church St Suite 300
Evanston, IL 60201opens in a new window

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