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630.343.5824

Financial Services

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, Lenert Insurance Group is committed to helping you realize your fiscal goals.

At Lenert Insurance Group, our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:
  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with Lenert Insurance Group, we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from Lenert Insurance Group.

We are proud to provide fiscal planning services for clients near Aurora, Chicago, Batavia, Sugar Grove, Naperville, and Yorkville.

Related Products:

Our Location

Lenert Insurance Group, Inc.

2430 W.Indian Trail, suite 203
Aurora, IL 60506
Main office: 630-343-5824
Fax: 630-892-6544

Office Hours:

Mon: 9:00 AM - 5:00 PM
Tues: 9:00 AM - 5:00 PM
Wed: 9:00 AM - 5:00 PM
Thurs: 9:00 AM - 5:00 PM
Fri: 9:00 AM - 5:00 PM
Sat: Closed
Sun: Closed

Our Providers

Testimonials

Lenert Insurance Group is the best! We've been insured with them for over 20 years. They handle all our insurance needs including auto, home, life, health and business insurance.
- Senator & Mrs. Chris Lauzen
Lenert Insurance Group helped us solve our complicated health insurance needs when no one else could help us.
- James & Gloria Hopkins
We highly recommend Lenert Insurance Group to everyone we know!
- Dr. & Mrs Vijay Shah