• Call today to request your complimentary consultation!
    Email: Service@ReyCruz.com | Phone: 630-897-0333 x235
    Watch excerpts from Rey's interview with ABC's Secret Millionaire, James Malinchak. Click Here
    Call Us Call Us
    Phone: 630-897-0333 x235 / Service@ReyCruz.com / Visit Us!
    Access Our Retirement Kit
    Enter your information below to request this kit which includes three separate guides that address several retirement topics.
  • 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.
    Register for a Class
    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, and we do so 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

    Investment Advisory Services offered through Cruz Investments & Wealth Management, an Illinois State Registered Representative Investment Advisor. Registered Representative offering securities through GF Investment Services, LLC Member FINRA/SIPC. 501 N. Cattlemen Road; Suite 106, Sarasota, FL 34232. (941) 441-1902. FINRA

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    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.