Ánu Financial Group
Financial Services - Hawthorn Woods, Illinois, United States
Ánu Financial Group Employees
Ánu Financial Group Details
Ánu Financial Group (Ánu) is an investment management and financial planning firm. Ánu takes a holistic approach to a client's financial well-being. Personal experiences and values enable us to understand and relate to our clients. At Ánu we specialize in • helping retirees go from accumulating to distribution of assets. • helping widows/divorcees develop a plan for the next stage of their lives. • working with professional couples, understanding family goals and developing strategies to obtain their goals. • working with business owners who want to leave their business by design vs. default. Ánu is about building relationships, being available for our clients and helping them gain the tools and education they need to make intelligent decisions about their life planning. "It is important my clients are comfortable in calling me with any questions they may have. My personal experience and values enable me to understand and relate to clients in where they are now, help them develop a vision of where they want to be, and create strategies for the future." ~ Patty Loris LPL Financial registered representative and may discuss and/or transact business with residents of the following states: CO, IL, NJ, OH, PA, WI. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.sipc.org www.finra.org Third party posts found on this profile do not reflect the views of LPL FInancial.
