VESTGEN INVERNESS & DOWNERS GROVE
Get Retired And Stay Retired
Welcome
Guiding You Toward Financial Security and Freedom. We are committed to helping you navigate your financial future with confidence. Since 2003, our team has provided personalized strategies that go beyond products, focusing instead on helping you retire and stay retired. Our approach puts you and your family at the heart of every decision, ensuring that your wealth serves your long-term goals.
Get Started with a Complimentary Review
Whether you’re approaching retirement or managing family wealth, we’re here to guide you. Request a complimentary consultation today, and let’s start a conversation about how we can help you achieve your financial dreams.
Vision Path Planning™
Comprehensive Financial Planning Tailored for You
Our Vision Path Planning™ services are crafted to meet the unique needs of individuals and families. From investment management to tax and estate planning, we deliver personalized solutions designed to preserve and grow your wealth.
Proud to be Serving Dave Ramsey Fans
At VestGen Inverness & Downers Grove, we’re proud to be a part of the SmartVestor Pro program—a select group of financial professionals dedicated to helping individuals and families take control of their financial futures.
Why VestGen Inverness & Downers Grove?
Independent, Objective Advice
We provide custom strategies, free from proprietary product pressures.
A Family Office Experience
Benefit from services including comprehensive financial, tax, and estate planning.
Fiduciary Responsibility
Our team acts solely in your best interest, ensuring transparency and trust.
The views and opinions presented here are those of Craig Bolanos, and not necessarily those of VestGen or Private Client Services. They are presented for general illustrative and informational purposes only. They are not intended to be specific investment, tax or legal advice for any individual and should not be construed as such. Always consult a financial, tax or legal professional regarding your specific situation. All information presented is believed to be from reliable sources, but we make no representations as to their completeness or accuracy. All economic and performance information is historical and not indicative of future results or performance. One cannot invest directly in an index. Any market indices mentioned are unmanaged, and all investing carries risk including possible loss of principal. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through VestGen Advisors, a Registered Investment Advisor. Private Client Services and VestGen Advisors are unaffiliated entities.
Meet The Team
You will enjoy and appreciate the numerous benefits of being supported by our team. Since 2003, we have been helping our clients work toward financial security with our personalized approach to wealth planning, accumulation, and preservation.
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Craig Bolanos CMFC®, AIF®
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Leslie Bolanos
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Michael Sullivan AIF®
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David Bolanos AWMA®, AIF®
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Nicholas Punzio
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Gavin Bolanos
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Patrick Crowley AWMA®
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Jeffrey Innocenti
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Thomas Gruszka CFP®
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Lisa Belmonte
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Haley Swanson
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Nicholas Moffa
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Denise Coniglio
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Magen Rafalzik WMS℠
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Carly Havlichek
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Kyle Henson
Resources to Help You Chart Your Financial Course
Gain access to educational guides and insights designed to help you better understand the opportunities and decisions ahead.
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Contact Us
Inverness
Downers Grove
2001 Butterfield Rd, Suite 160
Downers Grove, Illinois 60515
(847) 907-9600