DuPage Financial Advisors

DuPage Financial Advisors

In the spirit of our promise to help Members with life’s events, big and small, we’re pleased to announce the debut of the DuPage Financial Advisors* Program located at the Credit Union. Certified Financial Planner, Tom Trost has been carefully chosen to work exclusively with Members and is available to confidentially discuss your options at no cost, no obligation.

Tom’s Areas of Focus

Whether you’re looking for guidance on the best way to save for a child’s education, invest money that you have inherited, transition a 401(k) due to a new job or need a comprehensive plan, Tom is here to help achieve your goals. Tom’s areas of focus include:

  • Insurance Planning
  • Retirement Planning
  • 401(k)/Pension Rollovers
  • Investment Planning
  • Education Funding
  • Estate Conservation
  • Business Planning
  • Mutual Funds
  • Stocks/Bonds

Check the background of this investment professional on FINRA’s BrokerCheck.

More About Tom

Tom is a Registered Representative of CUNA Brokerage Services, Inc. a broker/dealer and a member of FINRA and SIPC, with a select portfolio of securities products and a licensed insurance representative of CMFG Life Insurance Company. He also holds an M.B.A. from Southern Illinois University. Besides Tom’s credentials, he is also no stranger to the community as he calls Wheaton his home.

No Cost, No Obligation Consultation

Call Tom directly at 630-718-8333 to schedule a complimentary consultation at a Branch Office** or over the phone – he looks forward to helping you.