Wealth Planning Network
Financial Services
One Parkview Plaza
9 employees
- Employees
- 9
Wealth Planning Network Overview
- Headquarters
- One Parkview Plaza
- Phone Number
- Available in AeroLeads
- Website
- wpn360.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2000
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Wealth Planning Network
Wealth Planning Network is a complete retirement, estate, and financial planning firm delivering a concierge level of service to individuals and families. Our vision is to become the trusted wealth manager throughout the Chicago-land area for physicians and small business owners. Through a combination of personalized attention, industry expertise, and the latest technology, we are able to provide our clients with a complete wealth management solution. We specialize in asset protection, estate and income tax minimization, investment management, retirement planning, advanced life insurance management, and business succession planning. Our main office is conveniently located in Oakbrook Terrace, IL where we serve our clients in the Oak Brook, Hinsdale, Western Springs, Clarendon Hills and Burr Ridge Areas. We welcome you to contact our office today to see the difference that Wealth Planning Network can make in your financial future. Telephone: (708) 481-4000 1-877-990-PLAN Fax: (708) 481-4599 E-mail: info@wpn360.com
Wealth Planning Network Contact Details
- People in AeroLeads
- 3
Wealth Planning Network Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Lindsay Erazo | Innovative Leader in Business | Greater Chicago Area, United States |
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|
| Arminas Rajuncas | Private Wealth Advisor at Wealth |
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|
|
| Anne Huneycutt | Financial Professional - Driving Client | Rockford, Illinois, United States |
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|
Employees by Management Level
Individual contributor
5 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
| Executive | 1 | 1 | 0 |
| Finance | 1 | 1 | 0 |
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