L

Lantz Financial Team

(on park street)
Financial and Investment Services in Naperville, IL
Financial and Investment Services
Financial Services

Hours

Monday
8:00AM - 4:30PM
Tuesday
8:00AM - 4:30PM
Wednesday
8:00AM - 4:30PM
Thursday
8:00AM - 4:30PM
Friday
8:00AM - 4:30PM
Saturday
Closed
Sunday
Closed

Location

1733 Park Street
Naperville, IL
60563

About

Our commitment is to help develop, alongside our clients, financial strategies, taking into account their needs and objectives, willingness to assume risk, current and future income needs, and potential tax liabilities. Our team has over 40 years of combined experience as investment and financial advisors in the Naperville area. Lantz Financial Team: Michael J. Lantz, Financial Advisor, Certified Financial Planner (CFP); Daniel B. Rohlfing, Senior Financial Advisor, CFP; Derek Raridon, Financial Advisor; Dayna G. Tarr, Registered Client Associate, AAMS; Mandey Shrader, Client Associate; Joanie Griffith, Practice Manager. Mike Lantz is One of Forbes 2019 Best-In-State Wealth Advisors!

Latest

Kids we need your CREATIVE help! The Lantz Team is having an art contest and the Grand Prize winner will be on the cover of our 2020 Holiday card. The theme is “Winter Wonderland.” MYEMAIL.CONSTANTCONTACT.COM Holiday Artwork Contest 2020
To all of the wonderful grandparents!
9/11, We will never forget.
Have a wonderful Labor Day weekend.
Officewear sales in a slump post-COVID MARKETPLACE.ORG The pandemic is shrinking the market for officewear - Marketplace
What does the U.S. election mean for investors? CAPITALGROUP.COM Election watch: What the U.S. race means for investors
Today's normal consists of working and schooling from home. But are you using video conferencing and website safety? MYEMAIL.CONSTANTCONTACT.COM Website Safety
Did you know October is cyber awareness month? https://conta.cc/2ShVYEF
Don't forget to vote on November 3rd!
Cybersecurity week 5 - Black Diamond MYEMAIL.CONSTANTCONTACT.COM Black Diamond
Cybersecurity month week 4 - Protecting your personal information. MYEMAIL.CONSTANTCONTACT.COM Protecting your personal information
Email and smartphone safety - Week 3 of Cybersecurity month MYEMAIL.CONSTANTCONTACT.COM Email and smartphone safety
Happy New Year! While we hope 2021 will bring us opportunities to safely gather around tables again with family and friends, we thought we would bring a bit of Chef Charlie to you through video. His love of cooking comes through in more ways than just his food. We hope you enjoy this video of Cooking with Chef Charlie. Warm wishes for 2021! https://youtu.be/8q01jPEaxCo
In September of this year the Lantz Team invited children from ages zero through twelve to participate in an art contest. The theme was Winter Wonderland. Here is the winning picture created by Katie age 11 from Aurora, IL. Congratulations Katie! Below is a slideshow link of all the participants in the Kids Art Contest. https://youtu.be/bqSom_IF39A Please feel free to share the link with anyone you feel may need an extra special dose of happiness this season. I have watched it several times and I see something new that makes me smile each time. Thank you to all the children that participated. They are all so very creative. Happy Holidays!
Wishing everyone a Happy Thanksgiving
For all those that have served and continue to serve, we send you our Thanks
"March Move and Match Madness" - Everyone at Lantz Financial has their own favorite charity and we know you do too, which is why we are not picking just one. We are excited to see who you love supporting. Click below to see the details. https://conta.cc/3b0c0fx
Chef Charlie shows us how to prepare an excellent salmon dish. https://youtu.be/uEevXmv4G34
Below, Chef Charlie reveals the secrets to his apple brined pork tenderloin, Yum! https://youtu.be/Qm1MP4mv1sA

Information

Company name
Lantz Financial Team
Category
Financial and Investment Services

FAQs

  • What is the phone number for Lantz Financial Team in Naperville IL?
    You can reach them at: 331-204-6230. It’s best to call Lantz Financial Team during business hours.
  • What is the address for Lantz Financial Team on park street in Naperville?
    Lantz Financial Team is located at this address: 1733 Park Street Naperville, IL 60563.
  • What are Lantz Financial Team(Naperville, IL) store hours?
    Lantz Financial Team store hours are as follows: Mon-Fri: 8:00AM - 4:30PM, Sat-Sun: Closed.