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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



    Retirement Planning In Todays Economy 2 Day Class

    Pottawatomie Community Center

     
    TUESDAY (DAY1)   TUESDAY (DAY2)
    July 10, 2018 AND July 17, 2018
    6:00pm-9:00pm   6:00pm-9:00pm

    OR
     
    THURSDAY(DAY1)   THURSDAY (DAY1)
    July 12, 2018 AND July 19, 2018
    6:00pm-9:00pm   6:00pm-9:00pm

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

    CLICK HERE TO REGISTER
     

    Rejuvinate Your Retirement

    Aurora Santori Library

     
    TUESDAY (DAY1)   TUESDAY (DAY2)
    August 14, 2018 AND August 21, 2018
    9:00am-11:00am   9:00am-11:00am

    OR
     
    THURSDAY(DAY1)   THURSDAY (DAY1)
    August 16, 2018 AND August 23, 2018
    11:00am-1:00pm   11:00am-1:00pm

    Location:
    Aurora Santori Library
    101 S River Street
    Aurora, IL 60506

    Registration Link Coming Soon!!!

     
    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.