FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

621 Plainfield Road
Suite 409
Willowbrook, IL 60527

Executive & Estate Planners II, LLC

630-887-7300

 

Other Services

Taxes

With over 40 years of experience, George Bailly (CPA) can assist you prepare personal, business and accounting needs.

He is independent and not affiliated with J.W. Cole Financial Inc.

Real Estate

Valerie Varney is our real estate attorney and specializes in real estate transactions.

She is independent and not affiliated with J.W. Cole Financial Inc.

Estate Settlement

Executive and Estate Planners II can also assist you in settling an estate. In this difficult time, we will take the utmost care and swiftly resolve all matters of the estate.

Our staff can help you in almost every aspect of financial matters. We pride ourselves on our versatility and can help you in all areas. Whether you are saving for a child's future college education, planning for what will happen after death or incapacity, we will be there to assist you. We view our clients as family, and you will be treated with care.

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