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    Cruz Investments and Wealth Management Classes

    At Cruz Investments and Wealth Management, we hold informational classes and insurance sales presentations for our clients and the greater community that feature information on specific topics, such as wealth accumulation and tax minimization strategies. Often, our classes include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a class and insurance sales presentation.

    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.

    Our Calendar of Events


    Tax Class "The Trump Tax Code and Your IRAS"

    Pottawatomie Community Center

    April 19th 2018 OR April 24 2018
    6:00 pm to 7:30 pm   6:00 pm to 7:30 pm

    Pottowatomie Community Center
    8 North Avenue
    St. Charles, IL 60174

    Link to register coming soon!


    Cole Capital REIT

    Are you Concerned about some of the major economic challenges facing you today? Learn how alternative investments, such as commercial real estate, may help solve those investment challenges. Join me at this exclusive event to learn more about solutions providing monthly income, growth opprotunity, diversification and lower portfolio volatility, as well as potentual partial hedge against inflation.

    605 N Broadway Lower level Confrence Room

    March 16th 2018 OR March 21st 2018
    11:30am-1:00pm   5:30pm-7:00pm
    Cruz Investments Lower Level Confrence Room
    605 N Broadway
    Aurora, IL 60505

    To Register call 630-897-0333 x237
    Class Registration
    Fill out my online form.

    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.