Kruss Investments Information

Our approach to financial management focuses on you and fully understanding your unique set of financial objectives; then fashioning a customized plan tailored to helping you achieve your specific financial goals. Maintenance and service are a huge part of our ongoing plan. We understand that every plan needs to change as the world around us changes. We don’t just set a plan up and leave you to watch it, we make the changes as markets change and as you change. Our financial plans and relationships are designed to last decades. By being independent advisors with Woodbury Financial Services we are able to work in an objective, customized, and creative manner to provide solutions that satisfy all kinds of financial needs. We provide comprehensive services that deliver smart and manageable solutions for you and we are able to work with almost any investment providor. Here are just a few of the services we offer: - Cash and debt management - Retirement planning - Educational expense funding and planning - Insurance planning and business services - Investment services - Mutual fund and money manager selection - Individual Stock trading and selection - CD’s, Bonds and many kinds of fixed income investments Fees depend on every individual unique situation. Please contact us with your situation and we will be happy to discuss what your situation would look like. 775 Warwick Ln. Lake Zurich IL 60047 630-242-1068 Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. Woodbury Financial Services is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services.