Professional Financial Planning in Lake Forest, IL

CONNECT

Address:

1430 Littlefield Court
Lake Forest, IL 60045

Phone:

(630) 730-3875

Fax/Other:

(630) 665-1690

Mission, Vision & Values

Guardian Rock exists to accelerate and preserve the wealth and legacy of those it serves.


  • Guardian Rock seeks to accomplish this mission by operating a high-quality platform, providing holistic advice and comprehensive services unique to each individual.

     
  • The long-term vision of Guardian Rock is to create a firm founded on a common set of valuesWe place customization and service, at the forefront of our approach, meeting each client at his/her greatest need.



Guardian Rock’s values include:



  • passion for helping others plan for their financial future and a passion about the people we are privileged to call clients.  
  • Surpassing expectations in terms of service and understanding.

     
  • Confidence with humility.

     
  • Approachability and accessibility.

     
  • Learning and adaptation

     
  • Respect for each opinion and personal experience.

     
  • We promote an open-minded, creative culture.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck