Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Illinois > Winfield > Lori J. Miller, CFP®, M.S.
Find the Certified Financial Planner™
Who's right for you.

Lori J. Miller, CFP®, M.S.

LPL Financial

27W130 Roosevelt Road
Suite 101
Winfield, IL 60190
Phone: (630) 690-0000
Fax: (630) 690-0001

Print Profile

View Map

Get Directions

Saved in Saved Planners

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Job Loss
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.