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portrait of Jeff Larsen
FINANCIAL ADVISOR

Jeff Larsen

CFP®, ChFC®
131 N Northwest Hwy, Park Ridge, IL 60068opens in a new window
CallSend Me a Message

About Jeff

As your financial advisor, I work with you to provide comprehensive financial advice and strategies that are centered around your goals.

I am fortunate to work with a select group of high-net-worth individuals and families across the country and spend time travelling to meet with my clients in person, wherever that may be. Through my established process, I work to understand what's most important to you before building a personalized strategy to help you achieve your goals. We will partner together throughout your life to help keep you on track.

In 2023, I was named to Forbes Next-Gen Best-in-State Wealth...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Business Retirement Plans

Work History

  • Edward JonesJanuary 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Education

  • Butler UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Traveling
  • Real Estate
  • Outdoor Enthusiast

Team Members

  • Kristin Even
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(630) 893-0132

Fax

(877) 222-6440

Office Address

131 N Northwest Hwy
Park Ridge, IL 60068opens in a new window

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