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Business Profile

Financial Planning Consultants

Horvath Planning & Wealth Management, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(815) 553-3423
See Hours
Operating Hours
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
Closed
Closed

About

Overview

Horvath Planning & Wealth Management, LLC

2323 Naperville Rd., Ste. 210

Naperville, IL 60563

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BBB Accredited Since: 11/9/2018

Years in Business: 28

BBB Accreditation & Rating

Horvath Planning & Wealth Management, LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

About This Business

Horvath Planning & Wealth Management, LLC is a full-service wealth management firm that provides investment advisory, financial planning and insurance services to clients throughout the United States.  We can transact securities or insurance business in states we are licensed.  Please visit us at www.horvathpwm.com for a listing of states we are currently securities licensed.  Or email us at, info@horvathpwm for more information. 

Products and Services

  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Insurance Planning
  • Tax Planning
  • Education Planning
  • Cash Flow Management
  • Debt Reduction Strategies 

Photos and Videos

Business Details

Local BBB:
BBB of Chicago & Northern Illinois
BBB File Opened:
7/26/2005
Business Started:
10/7/1996
Business Started Locally:
10/7/1996
Business Incorporated:
11/3/2015
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Craig Horvath, President
Mrs. Karen Horvath, Director of Marketing & Communications
Erin Barker, Director of Client Relations

Additional Contact Information

Principal Contacts
Mr. Craig Horvath, President
Fax numbers
Other Fax: (815) 553-3423
Additional Phone Numbers
Other Phone: (855) 553-7526
Social Media

Additional Information

Other Resources
Certified Financial Planner Board of Standards, Inc.
1425 K Street NW
Washington DC 20005
http://www.cfp.net/
Financial Industry Regulatory Authority

Illinois Department of Insurance
100 W. Randolph St. Suite 9-301
Chicago IL 60601
Phone Number: (312) 814-2420
http://www.idfpr.com/doi
Securities & Exchange Commission
175 West Jackson Blvd.
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]
Business Categories
Financial Planning Consultants, Financial Services, Life Insurance, Investment Advisory Services, Investment Management, Insurance Consultant, Medicare, Identity Theft Protection, Long Term Care Insurance, Annuities, Senior Insurance, Disability Insurance, Family Planning

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

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