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Patrick Twardak, Financial Advisor

FINANCIAL ADVISOR
Patrick J Twardak

CFP®, CIMA®
8930 Waukegan Rd Suite 140, Morton Grove, IL 60053opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • College Savings
  • Insurance & Annuities
  • Retirement Savings Strategies
  • New Investors
  • Estate & Legacy Strategies
  • Business Retirement Plans

About Patrick

With over 15 years of experience in the financial services industry in Chicago, I want to help people in my hometown reach their financial goals. I value my community – I am a board member of the Edison Park Chamber of Commerce, membership committeeman of the Morton Grove Chamber of Commerce and a founding member of the Business Networking International (BNI) Chapter in Chicago.

I am proud to serve a wide variety of clients: professionals, multi-generational families, pre- and post-retirees and local business owners. I believe it is imperative to invest my time to understand what's most important to you and...

Work History

  • Edward JonesMarch 2022 to Current
  • JP Morgan Investments Inc.August 2016 to March 2022

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CIMA®

    Certified Investment Management Analyst®

Education

  • Boston CollegeBachelor of Science

Personal Interests

  • Golfing
  • Community Outreach
  • Fishing
  • Personal Fitness
  • Outdoor Enthusiast

Team Members

  • Diana Endo
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(847) 410-2877

Fax

(844) 759-4997

Office Address

8930 Waukegan Rd Suite 140
Morton Grove, IL 60053opens in a new window

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