Craig J. Horvath
C-1535-1528939564

Craig J. Horvath

Certification in Progress

CFP®

(630) 330-3600

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ABOUT Craig J. Horvath

Horvath Planning & Wealth Management, LLC is a full-service wealth management firm and we are wholly dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, time-tested investment strategies and a passion for serving you.

Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.

Designations

CFP® - Certified Financial Planner
ChFC - Chartered Financial Consultant
LUTCF - Life Underwriter Training Council Fellow

Qualifications

Horvath Planning & Wealth Management offers clients an impressive depth of expertise in investment planning, insurance, and estate planning. During our 20 years in business, we have provided comprehensive financial advice to hundreds of families.

We hold a variety of professional designations and are well versed in a number of financial disciplines. Our combination of education and experience position us to offer broad-based financial advice our clients can trust.


Licensed - Yes

License No - 2818558

License Type - Securities & Insurance

Horvath Planning & Wealth Managment, LLC

2323 Naperville Road, Suite 210
Naperville, IL 60563
P: (815) 553-3423
F:  (815) 553-3423
www.horvathpwm.com

Services Offered

College Financial Planning
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management

Meetings Offered

My Office
Over Phone
Webmeetings


Availability

Mornings
Afternoons
Evenings

 

Disclosures
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Level Four® Advisory Services, LLC, a registered investment adviser. Level Four® Advisory Services, LLC and Horvath Planning & Wealth Management, LLC are separate entities from LPL Financial.