Guzy Financial is an independent financial services and insurance firm serving clients throughout Chicago. Founded in 2006, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
Since its founding in 2006, Guzy Financial has been committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We aim to know and understand your financial situation and provide you with only the highest quality information, services and products to help you reach your goals.
As an independent firm, we offer a wide range of financial products and services to individuals and business owners to help them on their path to a more secure financial future. Among our products and services are retirement income strategies, wealth accumulation, asset protection, annuities and life insurance.
Andy Guzy, president and CEO of Guzy Financial, is dedicated to developing lasting relationships with all of his clients. Specializing in retirement income strategies, Andy excels at providing detailed explanations of financial products and services to ensure clients are well informed before they make any financial decisions for their future.
Andy was first introduced to the financial services industry while working as a bank teller during his college years. He transitioned into an investment position at the bank and has only expanded his passion for the insurance and annuity industry since then. Andy earned his Bachelor of Science degree in finance from Lewis University and holds life and health insurance licenses in Illinois, Michigan, Indiana and California.
Jewett Wealth Management was founded by Charlie Jewett. Since January of 2005 Charlie has been helping clients throughout the country to reach their financial goals by offering Investment Advice along with Insurance and Annuity Strategies. Charlie spends most of his time working with clients in Southern California and The Hawaiian Islands.
Charlie created the MERIT Planning approach to financial decision making which involves the blending together of your Mortgage Plan, Estate Plan, Retirement Plan, Insurance Plan and Tax Plan. As part of our commitment to being the best Financial Services Firm in the world we have partnered with a team of Attorneys, CPAs, Mortgage/Real Estate Professionals and Certified Financial Planners to make sure that each and every suggestion that we make is indeed what’s best for our valued clients. We take our role as your fiduciary very seriously. The fiduciary standard requires advice to be provided in your best interest including disclosure of possible conflicts of interest. One size does not fit all, and we seek to fully understand your individual needs and goals and then custom tailor a plan to meet them. Retirement is a journey, and we partner with you both throughout your financial future and that of your loved ones. With our unique focus on capital preservation, we utilize the best suited tools in the industry to help achieve your financial goals. Combining income planning, institutional wealth management and estate planning strategies, we are dedicated to providing the highest quality advice and wealth management solutions to simplify and enhance the quality of your life.
Our primary focus in on helping Retirees, or those soon to be retired, live the lifestyle of their dreams. As Charlie often says “The difference between a good restaurant and a Five Star restaurant is in the quality of the ingredients the Chef chooses to use and in the Chef’s ability to blend those ingredients together so that they work in harmony.”
Retirement lifestyle is not put ofs in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must being to plan for retirement...today.
We want to help. Please contact us by filling out the form below, or by calling us at 630-613-7680.
We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.
Request a free copy of our retirement income guide below and see how you can build a better retirement. Enter your email address below to request your free copy.
Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Andy Guzy or Guzy Financial is stated or implied.