A complimentary hour with me can change the way you view planning for retirement.
The key to successful investing is to develop a strategy now that can help you reach your future goals! At Edward Jones, we work extensively in meeting the needs of individual investors by helping map out long-term investment strategies.
A graduate of Northern Illinois University, I joined Edward Jones as a financial advisor in 2012. My office is located at 770 Beacon St., Suite D, West Dundee, IL. 60118.
My wife, Ellen, and I have a 5-1/2-year-old son, Ivan, and a 3-year-old daughter, Danielle. I'm a member of the Kane County Chamber of Commerce and director of the Shabbona Lake Sportsmans Club.
My primary goal is to help investors develop an investment strategy geared toward their unique, long-term goals. Whether their needs include planning for or living in retirement or saving for college, I've been able to help them pursue their financial goals through a wide array of investments and services.
My branch office administrator, Mary Hill, has 14 years financial industry experience including insurance, banking, financial advisor and compliance supervisor and she is dedicated to providing you with the highest level of service possible.
As your branch team, we believe it’s important to invest our time to know you, so we understand what you’re working toward, before you invest your money. Working closely with you, your CPA, attorney and other professionals, we can help determine an appropriate financial strategy for you and your family.
If you currently have an advisor, what's he/she saying about today's market? When is the last time he/she contacted you to review your progress or introduce ideas to improve your portfolio?
I'd like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me for a complimentary review or to discuss your situation and options.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- Intergenerational Planning
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Vintage Cars
Office Address770 Beacon Street Suite D
West Dundee, IL 60118
Phone NumberFrank R Petroczky at (847) 428-6060
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
- Web Conferencing
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