Cantlon Financial Planning
Investment Services
- Address
- 41w671 Burlington Rd, Saint Charles, IL, 60175
- Phone
- 630-549-0826
About
Personal Investment Management serving St. Charles since 1984. Cantlon Financial Planning, LLC is a full service financial planning firm, formed in 1984, currently managing over $75 million of traded securities. We are value-oriented investors but no investment opportunities are eliminated strictly on a formula basis. We provide our clients with a diversified portfolio of individual stocks, bonds and other securities tailored to their risk tolerance, financial objectives and tax situation. Mutual funds are used sparingly to participate in certain market sectors.
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