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  • Cruzing Into Retirement


    Is it time for you to turn the page and begin planning for the next chapter of your life? Let us help you prepare for your financial future.

    Who We Are

    Meet Rey Cruz
    Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and having confidence in your financial future.
    Learn more about Rey
    Educational Classes
    View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events. When you have financial concerns, we want to help you address them.
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    Our Financial Services
    We are committed to earning your trust, thoroughly understanding your goals and dreams to help you feel confident in your financial strategies.
    Learn more about our services

    At Cruz Investments, helping you
    meet your financial needs is our first priority.

    It is our responsibility to evaluate and assess your financial situation, and make suitable recommendations with integrity and transparency. Our experienced professionals are not just knowledgeable about finances; we also understand the importance of priorities, family and confidence in your financial future.

    Privacy Policy | Terms of Use | ADV Part 2A | ADV Part 2B

    Investment advisory services offered through Cruz Investments & Wealth Management, an Illinois State Registered Representative Investment Advisor. Securities offered through Madison Avenue Securities, LLC. (MAS), Member FINRA/SIPC. Ed Slott’s Elite IRA Advisor Group, Cruz Tax Advisory, LLC and Cruz Investments & Wealth Management are not affiliated with MAS.
    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. 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. Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship.
    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.