72 Financial is a family owned and operated wealth management firm. From our Midwest roots, we understand the importance of family and community. That’s why we are dedicated to customer success. Your abundance benefits the well-being of you, your family, and the community.
We know your money is more than a dollar amount. Your hard work to earn these funds give extra importance to every cent. 72 Financial understands and shares this value. Whether its retirement planning, setting up 529 plans for your children, or managing your IRAs, we are committed to helping our clients by delivering an unprecedented level of personalized service and expertise. Experience a new way to thrive.
Our Advisors are registered through LPL Financial.