WHERE YOU CAN FIND US!
Need Help with Your Finances?
At DHJJ Financial, our St. Charles financial advisors are committed to helping you reach your financial goals. We understand that everyone’s situation is unique, and we take the time to get to know you and your needs. We offer a comprehensive range of services, from investment planning and portfolio management to retirement planning and corporate 401K planning. All our financial planners are also Certified Public Accountants who can help you maximize your deductions and minimize your tax liability. Whether you’re looking to grow your wealth, protect your assets, or prepare for retirement, we can help.
Holistic Strategies To Maximize Your Financial Success
Our Services in St. Charles
Asset Management
Custom investment portfolios based on your goals and objectives.
Asset Management
Financial Planning
Comprehensive evaluation and analysis to assess current financial situation and plan for the future.
Financial PlanningCorporate 401(k) Planning
Your business deserves a customized approach to tax planning.
Corporate 401(k) Planning
We Are Local to St. Charles!
Directions & Hours
Address
2560 Foxfield Rd Suite 300,
St. Charles, IL 60178
Office Hours
Mon-Fri: 8:30am-5:00pm
Sat-Sun: Closed
Phone Number
630-420-1360
Our St. Charles Team
Professional. Personal. Customized expertise.
Our Industry Insights
Fixed Income Update – 2023
Kathy Jones, the Chief Fixed Income Strategist at Charles Schwab, was the guest speaker at our June 20th…
Individual Retirement Accounts: Traditional IRA vs. Roth IRA
We all know we should save for retirement, but what does that mean? There are various things to…
Thinking About Buying I Bonds? Here Are Some Things to Know
You’re probably hearing a lot about I Bonds right now. These US savings bonds are one of the…
*Please Note: Advisory services are provided by DHJJ Financial Advisors (“Advisors”), an SEC registered investment adviser. Accounting services can be provided by Advisors’ affiliated entity, DHJJ Certified Public Accountants (“CPA”), per the terms and conditions of a separate written engagement agreement. No Advisors’ client is under any obligation to engage CPA, and vice-versa. As more fully discussed in Advisors’ written disclosure Brochure, a recommendation that an Advisors’ client engage CPA, and vice-versa, presents a conflict of interest.
Contact
Let’s Get Started
Have questions? Want to learn more about how DHJJ Financial Advisors can help you with wealth management? We’d be happy to discuss your situation.
Or call us:
630 420 1360