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Home > Financial Planner Directory > Illinois > Oak Brook > Paul Wurtzebach, CFP®

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Paul Wurtzebach, CFP®

The Legend Group

2625 Butterfield Rd
Ste 138 S
Oak Brook, IL 60523
Phone: (630) 309-7143

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Attending College
401(k)/403(b)/IRAs
Annuities
Charitable & Planned Giving
Asset Allocation
Investment Management
Mutual Funds
Insurance
Retirement
Long-term Care
Men's Finances
Women's Finances

How Planner Charges

Combination Fee/Commission

Considerations: I help my clients accumulate savings during working years and to access income during for retirement years. I treat clients as family by helping them understand different investment risks and returns that best fit each one of them.