portrait of Joe Michalec
FINANCIAL ADVISOR

Joe Michalec

CFP®, ChFC®, AAMS™, ADPA™, CRPC™, CRPS™
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • College Savings
  • Retirement Income Strategies
  • Divorce Finances

Certifications

  • CFP®

    Certified Financial Planner™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

  • ADPA™

    Accredited Domestic Partnership Advisor™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Traveling
  • Hiking
  • Cycling

Team Members

  • Beth Stadler
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(630) 893-0411

Fax

(888) 313-8760

Office Address

130 W Lake Street, Suite 4
Bloomingdale, IL 60108opens in a new window

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