Focus Areas
Comprehensive Financial Planning
Investment Management & Asset Allocation
Retirement Planning & Estate Planning
About the Financial Advisor
Marilyn is a Financial Advisor with Journey Financial Group, Inc. located in Buffalo Grove, Illinois. The practice was founded with the goal of assisting clients in every aspect of their financial lives. They strive to provide the most personal service available, thus earning a reputation for excellence in our industry.
Marilyn focuses on serving her clients in Buffalo Grove, IL.
She serves her clients by listening. They are looking for guidance in their financial lives and she addresses their individual needs and concerns. Marilyn helps them create financial stability and security to provide financial independence.
Education and Designations
- St. Xavier University, Bachelor’s Degree, Business Administration
- 25+ Years of Experience
- Series, 65, 63, & 7 licenses
- Life, Accident, Health, Property & Casualty licensed
Personal Life
Marilyn loves to travel and see new sights. She likes to experience other cultures and enjoys biking and hiking.
Contact
Main Phone: 847-229-9191
E-mail: marilyn@jfgplan.com
Suite 265B
Buffalo Grove IL 60089
