Search
Home › Savings Accounts › DuPage Financial Advisors

DUPAGE FINANCIAL ADVISORS

Get help with your financial goals.

Schedule your no cost, no obligation consultation today. Call us at 630-718-8333.

Schedule Consultation

What is DuPage Financial Advisors?

Exclusively for members, the DuPage Financial Advisors program is offered through CUNA Brokerage Services, Inc*skip to disclosure, a broker/dealer focused on servicing credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. They help over 200 members and can help you achieve your financial goals in the following areas:

  • Retirement Planning
  • 401(k)/Pension Rollovers**skip to disclosure
  • Investment Planning
  • Education Funding
  • Estate Conservation
  • Social Security
  • Trust Services
  • Business Planning
  • Life Insurance
  • Long Term Care
  • Mutual Funds & ETFs
  • Stocks/Bonds
  • TRS and SURS pensions
dupage financial advisors review portfolio

What do I get during my consultation?

  • A private review of your current overall financial picture
  • A discussion about your personal goals for your financial future and tools on how to achieve them
  • A look at how taxes, Social Security, pension, and more will affect you both in the present and the future
  • An open and inclusive environment for you to participate and ask questions

Upcoming Complimentary Webinars¹skip to disclosure

How to Weather a Bear Market
Tuesday, Jul 7, 2020 at 6:00 PM

When the market dips, what do you do? How do you react? How can you prepare for the next bear market? Without a plan, reacting based on your instincts could hurt your long-term financial goals.

Return to Conservative Investing
Tuesday, Jul 14, 2020 at 6:00 PM

How can conservative investments help you face today’s economic risks? What are the different types of annuities? Learn how conservative investments can help get your financial plan on track.

Social Security & Your Retirement
Tuesday, Jul 21, 2020 at 6:00 PM

Successful retirement plans can impact families for generations. Learn how Social Security fits within retirement, strategies to help increase your retirement benefits, and more.

Women & Investing
Tuesday, Jul 28, 2020 at 6:00 PM

The virtual seminar will focus on taking control of your future through investing, while exploring key investment principles every woman should know and important opportunities like asset allocation.

Jacob Hernandez

Meet Jacob Hernandez

Jacob is a Registered Representative of CUNA Brokerage Services, Inc. a broker/dealer and a member of FINRA and SIPC. He is also a licensed insurance agent. Let him help you! Check the background of this investment professional on FINRA's BrokerCheck.

Learn MoreLearn ore about Tom Trost

Request your complimentary consultation.

Complete the form below to get started, or call Jacob at 630-718-8333.

CBSI, FR-3146700.1-0620-0720
*

  • The DuPage Financial Advisors program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. DuPage Financial Advisors Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

return to top
**

  • Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you.  There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

return to top
¹

  • This webinar is not investment advice and is for educational purposes only. If you need advice regarding your financial goals and investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.

return to top
DuPage Credit Union logo
phone icon 800-323-2611 message iconMessage Us branch locationsBranches & ATMs calendar icon Schedule Appointment
Routing Number:
271990198