Patrick Twardak, Financial Advisor located in Skokie, IL

Financial Advisor
Patrick J Twardak

CFP®, CIMA®
7937 N Lincoln Avenue, Skokie, IL 60077opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • College Savings
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • New Investors
  • Public Service Professionals

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CIMA®

    Certified Investment Management Analyst®

Personal Interests

  • Golfing
  • Community Outreach
  • Fishing
  • Personal Fitness
  • Outdoor Enthusiast

Team Members

  • Diana Endo
    Branch Office Administrator
  • Stephanie Raymond
    Branch Office Administrator

Send Me a Message

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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 - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(847) 410-2877

Fax

(888) 882-9607

Office Address

7937 N Lincoln Avenue
Skokie, IL 60077opens in a new window

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