portrait of Kaylee M Phalon
FINANCIAL ADVISOR

Kaylee M Phalon

CFP®, AAMS™
CallSend Me a Message

Focus Areas

  • New Investors
  • College Savings
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • Estate & Legacy Strategies

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Cooking
  • Spending Time with Family
  • Reading
  • Walking
  • History and Museums

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Office Information

Hours

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

Fax

(855) 678-5098

Branch Team

  • Trudy Moore
    Sr. Branch Office Administrator

Office Address

300 East Fifth Avenue
Suite 335
Naperville, IL 60563opens in a new window

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