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    Our Firm

    We’re committed to assisting individuals and families throughout the Greater Chicagoland area with their financial planning to assure they retire with confidence. We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance and investment products to help achieve the objectives of that strategy.

    The team at Cruz Investments & Wealth Management is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retirement.

    Meet Rey Cruz | Founder

    Rey CruzAs the owner of Cruz Investments & Wealth Management, founded in 1985, Rey Cruz is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

    As the creator of the “Cruzing Into Retirement™” System, Rey has been helping individuals and families prepare for and enjoy their ideal retirement since 1985. He believes clients need a professional who will be their financial partner — one who will provide written recommendations to reach each client’s desired retirement and financial goals and who has a team in place for communication and execution. Clients will find that at Cruz Investments & Wealth Management.

    Rey is also a Certified Financial Planner (CFP®) and has a bachelor’s degree from Aurora University. He holds Series 6, 7, 24 and 63 securities licenses as well as life, health, long-term care and annuity insurance licenses in Illinois, Missouri, Wisconsin, Arizona and North Carolina.

    Rey has been an active leader in the Aurora community for many years. He has served on the Fox Valley Park District Board, Greater Aurora Chamber of Commerce Board, the Aurora Hispanic Chamber of Commerce Board, the Provena Mercy Foundation Board and the Aurora University Alumni Board. He currently serves as a board member for the Aurora Housing Authority.

    In his free time, Rey enjoys music, golf, computers, the Indy 500, coaching baseball and playing cards. He and his wife, Monica, have been married since 1991 and have two children, Christian and Carissa.

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at Service@ReyCruz.com or call us at 630-897-0333 x235 today!

    Registered Representative offering securities through GF Investment Services, LLC, Member FINRA/SIPC. 501 N. Cattlemen Road, Suite 106, Sarasota, FL 34232.

    Meet Leslie | Director of New Business Development & Client Relations

    Leslie spends much of her time on the phone, scheduling Financial Strategy Sessions for Clients & Prospects.  She shares responsibility for keeping Mr. Cruz’s calendar full so his time is spent efficiently.  Leslie loves the “people” part of our business and treats our Clients like family.  She enjoys listening to the changes in their lives; celebrate their joys and comforting them in times of sorrow.

    Leslie is a graduate of Illinois State University where she earned a BS degree in Accounting.  She passed the CPA exam during her first professional position at a Chicago Public Accounting firm. Leslie spent part of her career as the Director of Accounting Control for one of the insurance divisions of Kemper Financial Services and later worked for a U.S. Holding Company of the then largest reinsurance company in the world.  She has also facilitated many Dale Carnegie programs.  She carries an Insurance license.  Leslie and her husband live in Palatine.  They have two children.

    Meet Michelle | Director of Operations

    Michelle assists with the day-to-day operation in our Administrative office and prepares proposals and presentations of various data for our clients and prospects.  She also handles all client requests and the preparation of our client reviews.

    Michelle is a graduate of Creighton University where she earned a BS degree with a major in Mathematics and Business Administration minor.  She carries an Insurance license and holds the Registered ParaplannerSM designation.

    Michelle and her husband live in Aurora where they were both born and raised.  They have two children.

    Meet Kari | Director of First Impressions & Marketing

    Kari is responsible for ensuring our Clients and Prospects feel welcome when visiting the office.  She coordinates Mr. Cruz’s calendar and schedules all education classes and client appreciation events.  Kari also assists in the daily operations of our Administrative office.

    A lifelong resident of Aurora, Kari is a graduate of Aurora University where she received her degree in Leisure and Environmental Resources.  She enjoys spending time with her sons, reading, bicycling, tennis and cheering on the Chicago Blackhawks in her spare time.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Access Our
    Retirement Kit

    Enter your information below to request this Kit which includes three separate guides that address several retirement topics.

  • 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

    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.