Andy Roche - Wealth Management in Aurora, Illinois

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Andy Roche - Wealth Management


Main Headquarters:
37 S. River St
Aurora, Illinois, 60506

Phone Number:
(630) 906-5464


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Andy Roche - Wealth Management provides services in the field of Financial Planning Consultants & Services. The business is located in Aurora, Illinois, United States. Their telephone number is (630) 906-5464.

Go back to: Financial Planning Consultants & Services

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Listing ID: IL-1461738

About Us

Andy Roche is a Senior Vice President of Personal Trusts and brings over 25 years of trust experience to Old Second. In addition to his role as Head of Trust Administration, he also oversees taxes, trust operations and is the department’s IRA expert. Roche earned a bachelor of science in accounting with a business minor from St. Joseph’s College and a master of business administration in finance from Benedictine University. He is also a graduate of National Graduate Trust School at Northwestern University, a graduate of DePaul Financial Planning Certificate, is a CPA, CFP®, and holds a FINRA Series 65 License.

Categories
  • Financial Planning Consultants & Services
Emails
  • :aroche@oldsecond.com
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Helpful Tip for: Financial Planning Consultants & Services

Financial planning consultants and services relating to the same are available in Aurora. These consultants are professionals who work with you to determine your financial needs and plans, and help you choose investment and savings schemes to those ends. Services that may be offered include comprehensive financial planning, income & tax planning, cash flow management and risk management. Investment options and retirement plans may be available to enable savings and earnings.



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