We’re proud to share that Newsweek has named us one of America’s Top Financial Advisory Firms 2025! This recognition and the 5 out of 5 star rating we received speaks to our dedication to delivering transparent, expert guidance tailored to our clients’ unique goals. A heartfelt thank you to our incredible team and loyal clients for making this possible. #FinancialGuidance #WealthManagement #Newsweek #TopFinancialAdvisoryFirms2025 https://loom.ly/FrmplJY
Apollon Financial
金融服务
Downers Grove,Illinois 156 位关注者
At Apollon Financial, we believe planning is the foundation for success.
关于我们
We work with people to identify the unique building blocks that will form their desired financial futures. Piece by piece, we take the time required to create a strong foundation for a clearly designed financial plan, including the best products and services for each individual. At Apollon Financial, we are committed to creating a new standard for financial wellness, providing all clients with a fully customized experience to live their best financial lives.
- 网站
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apollonfinancial.com
Apollon Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Downers Grove,Illinois
- 类型
- 合营企业
地点
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主要
2001 Butterfield Rd
US,Illinois,Downers Grove,60515
Apollon Financial员工
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Brad Schaffnit
Managing Director
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Jim McGowan, CFP?
CERTIFIED FINANCIAL PLANNER | Fiduciary | Advisor for Pharmaceutical Professionals | Empowering Clients with Tailored Strategies to Maximize Wealth…
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Melissa Renteria
Relationship Manager
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Michele Newton, FPQP?
Operations Specialist and Paraplanner
动态
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As Trump’s return brings renewed focus on the stock market, Apollon's Eric Sterner, CFA, CAIA, CIPM, FRM provides a thoughtful perspective in Bloomberg. Eric discusses how market-driven policies might play out and what investors should consider. Explore his insights on the delicate balance between political actions and market stability. https://loom.ly/Zk3eKZQ #FinancialPlanning #MarketInsights #ApollonFinancial
Bloomberg - Are you a robot?
bloomberg.com
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Did you know you could contribute up to $69,000 a year to your 401(k) or 403(b)? The "Mega Backdoor Roth" strategy could be a game-changer for those looking to save beyond the traditional limits. Click the link below to learn more. #megabackdoorroth #apollonfinancial #401k https://loom.ly/rmEStQw
AF-The-Evolution-of-the-Super-Saver-Strategy.pdf
apollonfinancial.com
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How will recent CPI data affect investment portfolios? Our CIO Eric Sterner, CFA, CAIA, CIPM, FRM discussed inflation trends, Federal Reserve decisions, and potential market reactions with Yahoo Finance's Brad Smith. Dive into Eric's insights on how current #economic shifts may influence your financial future. Click the link below to watch the full conversation. #CPI #WealthManagement #ApollonFinancial https://loom.ly/dYCz5OQ
Food price outlook, small business optimism, housing: Wealth
finance.yahoo.com
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For high-net-worth individuals, having an effective life insurance plan is crucial not only for protecting your legacy but also for leveraging financial opportunities. Discover strategies to maximize your life insurance in our latest article linked below. #insurance #risk #apollonfinancial https://loom.ly/zZ4EMZA
AF-Maximize-Your-Life-Insurance.pdf
apollonfinancial.com
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Click the link below to view our Q3 Asset Class Summaries. #assets #bonds #stocks https://loom.ly/2HrZVRQ
PowerPoint Presentation
apollonfinancial.com
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While October brought challenges, year-to-date returns remain strong, highlighting underlying market resilience despite the month’s turbulence. Click the link below to read more from this month's Market Review. #marketrecap #fed #apollonfinancial https://loom.ly/7JM_iHM
AF-Market-Review-Fall-Back.pdf
apollonfinancial.com
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Honoring all who served. This Veterans Day, we express our deepest gratitude to the brave men and women who have sacrificed to protect our freedoms. Your courage, dedication, and service inspire us all. Thank you for your commitment and unwavering strength. #VeteransDay #HonorAndGratitude
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Cybercriminals often target individuals through phishing emails, with 90% of cyberattacks starting this way. In today’s digital world, your personal and financial information is as valuable as your portfolio. At Apollon, we’re committed to more than just growing your wealth — we also help protect it. Your financial security is a top priority, and staying vigilant against cyber threats is part of that. Here’s how you can help safeguard your accounts: ?? Use unique passwords for financial accounts ?? Enable two-factor authentication wherever possible ?? Avoid sharing sensitive information over email or text Want to learn more about staying protected? Click on the link below to get your copy of our Cybersecurity & Fraud Protection Guide. #CyberSecurity #WealthProtection #FinancialSecurity #PhishingPrevention #ApollonFinancial https://loom.ly/SodPBq4
PowerPoint Presentation
apollonfinancial.com
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Please join us in welcoming Fran Gutrich to the Apollon Financial team! Fran will be working from our Downers Grove, IL office, and we’re excited about the expertise and value he brings to both our clients and team. Welcome aboard, Fran! #WealthManagementAdvisor #ApollonFinancial