Cantlon Financial Planning, LLC

www.cantlonfinancial.com

Cantlon Financial Planning, LLC is a full service financial planning firm, formed in 1984, currently managing over $80 million of traded securities. We are value-oriented investors but no investment opportunities are eliminated strictly on a formula basis. We provide our clients with a diversified portfolio of individual stocks, bonds and other securities tailored to their risk tolerance, financial objectives and tax situation. Mutual funds are used sparingly to participate in certain market sectors.

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Cantlon Financial Planning, LLC is a full service financial planning firm, formed in 1984, currently managing over $80 million of traded securities. We are value-oriented investors but no investment opportunities are eliminated strictly on a formula basis. We provide our clients with a diversified portfolio of individual stocks, bonds and other securities tailored to their risk tolerance, financial objectives and tax situation. Mutual funds are used sparingly to participate in certain market sectors.

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Country

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State

Illinois

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City (Headquarters)

St. Charles

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Employees

1-10

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Founded

1984

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Managing Director / President

    Email ****** @****.com
    Phone (***) ****-****
  • Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Consultant

    Email ****** @****.com
    Phone (***) ****-****

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