James Kiwiet

Financial Advisor

Unique financial strategies based on your values and life goals

State(s) Licensed:   FL, IL, MI, OH, OK, TX, WI

Phone 630-600-7879
Address

1411 Opus Place Ste 210
Downers Grove, IL 60515

James Kiwiet

Unique financial strategies based on your values and life goals

State(s) Licensed:   FL, IL, MI, OH, OK, TX, WI

Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.


I work with my clients by helping with:

  • Asset allocations
  • Retirement strategies
  • Investment strategies
  • Life insurance
  • Risk management
  • Education funding
  • Estate strategies
  • Charitable strategies
  • Wealth management


Answering the questions:

  • What can I do with an old 401k?
  • How much life insurance do I need?
  • When can I retire?
  • Should I have a ROTH IRA?


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Downers Grove Office

Phone:
630-600-7879

Hours

M – F: 9 a.m. – 5 p.m.