Suzie Florez Bonville

Financial Advisor

I believe in helping individuals and families achieve their financial goals by purposing what they have now and preparing for their future.

State(s) Licensed:   IL, IN, KS, MI, MO, NC, OH, WI

Phone 316-993-1800
Address

1411 Opus Place Ste. 210
Downers Grove, IL 60515

Suzie Florez Bonville

I believe in helping individuals and families achieve their financial goals by purposing what they have now and preparing for their future.

State(s) Licensed:   IL, IN, KS, MI, MO, NC, OH, WI

Building strategies for future impact

Finances are deeply personal and so is the goal for each client. I partner with my clients to understand what matters most. Our conversations help you make purpose-based decisions today to positively impact your tomorrow. Together we can build financial strategies that help you confidently navigate your financial journey.


I proudly serve clients in the areas of:

  • Education planning
  • Financial strategies
  • Wealth Management
  • Business planning
  • Tax efficiencies
  • Retirement saving and income planning
  • Protecting loved ones against the impact of extended care, death, and disability
  • Investment strategies and management
  • Blended families
  • Charitable giving

Let's put your plans in motion

Have you ever asked yourself these questions:

  • When should I meet with a financial advisor?
  • What things should I plan for?
  • Is it too late to start saving now?
  • Can I have guaranteed income during retirement?
  • What happens to my family if I'm sick or injured?
  • When should I start taking out my retirement funds?


The right guidance can help you get where you want to go.

To learn more about the privacy of your information, visit our privacy policy.

Downers Grove Office

Phone:
316-993-1800
Mobile:
316-993-1800

Hours

M – F: 9 a.m. – 5 p.m.