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Jim Budzinski, Financial Advisor

FINANCIAL ADVISOR
Jim Budzinski

AAMS™
2061 Calistoga Dr, New Lenox, IL 60451opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • New Investors
  • Portfolio Reviews
  • Special Needs Financial Considerations
  • Domestic Partner Finances

About Jim

After a long career at a Fortune 500 company, l realized I wanted to be able to help people navigate the complex, ever-changing landscape of retirement strategies. Over the past few decades, many companies have changed the way they manage their employees' retirement plans. In lieu of pension plans, more focus has been placed on voluntary 401(k) participation, adding uncertainty to retirement savings. These changes brought me to Edward Jones.

My position as a financial advisor allows me to focus on the client’s financial goals and needs, while they attend to their careers and upward mobility. It’s crucial for me...

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Aviation
  • Soccer
  • Community Outreach
  • Volunteering
  • Technology

Team Members

  • Meg Badali
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(815) 485-8005

Fax

(888) 584-7370

Office Address

2061 Calistoga Dr
New Lenox, IL 60451opens in a new window

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