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Casey Torrey, Financial Advisor

FINANCIAL ADVISOR
Casey A Torrey

427 N Wilson Rd, Round Lake, IL 60073opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Not-for-profit Organizations
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Insurance & Annuities

About Casey

Since joining the firm in 2014, I've learned a few things along the way. Money won't buy you happiness, but it can afford you the choices that are most important to you. Working together with someone who understands your goals and needs can help guide you to strategies to reach them.

And those goals are unique to you. Is your goal the perfect retirement, traveling the globe with your life partner or just being financially secure and able to spoil your kids or dogs? Is saying "yes" to your child when they are accepted to their dream college a priority?...

Work History

  • Edward JonesApril 2014 to Current

Personal Interests

  • Music
  • Volunteering
  • Community Outreach
  • Volleyball
  • Art & Theater

Team Members

  • Maculey Schwerdtfeger
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Phone

(847) 740-1344

Fax

(855) 313-6158

Office Address

427 N Wilson Rd
Round Lake, IL 60073opens in a new window

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