Investment Advisory

A critical component of our wealth planning is wrapped in investment advisory services

Every day there are new investment options: new stocks, new strategies, new studies, etc. It is overwhelming for the average investor to keep educated on the best investment strategy for your situation. At Coyle Financial Counsel, we study and research so that we can provide the best options available for your unique situation.

Your Investment Advisor

As part of your team, John G. Finley, CFA (Chartered Financial Analyst) will use his years of critical research and advisory experience to support you and your advisor.

Each client has different desires, and so our first job is always to listen. As part of our TransformingWealth prices, we will craft investment strategies to help you achieve your goals.

Getting started is easy

We’ve been building long-term relationships from day one. We want you to feel confident that we are the right solution (and we will be happy to point you in the right direction if we feel your needs will be met better with other solutions). We have designed our complimentary TransformingWealth Preview to give you a small picture of the power of visual financial planning.

Use our contact form or call (847) 441-5644; we will send you a questionnaire and schedule a meeting at one of our three offices (Wheaton, IL, Glenview, IL or Naples, FL).