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Mike Ulaszek, Financial Advisor

FINANCIAL ADVISOR
Mike Ulaszek

CRPC™
39w250 Herrington Blvd Ste E-1, Geneva, IL 60134opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • New Investors
  • Divorce Finances

About Mike

I have always been intrigued with investing personally, but I saw others needed help in understanding their finances and how investing works. I found that my passion was in helping others achieve their financial goals and it has been rewarding to know that I can make a difference for others in their lives.

My focus is on helping individuals, families and small business owners overcome the complexity of investing while building their financial security. I will listen to what's most important to you and help establish goals you would like to achieve such as retirement, college, etc. We will partner...

Work History

  • Edward JonesNovember 2015 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Illinois State UnivBachelor of Science

Personal Interests

  • Home Improvement
  • Sports Enthusiast
  • Cycling
  • Coaching Sports

Team Members

  • Bonnie MacKenzie
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 06:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(630) 232-2575

Fax

(888) 839-0530

Office Address

39w250 Herrington Blvd Ste E-1
Geneva, IL 60134opens in a new window

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