Edward Jones - Financial Advisor: Matthew Marcotte, AAMS®

Shamrock Financial Planning is a Naperville, Illinois based financial planning firm specializing in Life Financial Planning. Shamrock uses both a quantitative and qualitative approach to financial planning for individuals and families. By merging qualitative and quantitative planning we can arrive at solutions centered around a clients value system. In general, financial planning covers many areas, including but not limited to Estate Planning, Insurance Planning, Investment Planning, College Planning, Social Security Planning, and Tax Planning. Bob Proctor has been a Certified Financial Planner (CFPR) since 2001 as well as a Chartered Financial Consultant (ChFC) since 1995.

Whether you’re thinking about buying your first home or that vacation home you’ve always wanted , we offer mortgage solutions for needs big and small—and everything in between. With Fifth Third Bank, you’ll find dedicated, experienced support right here in your neighborhood. In addition, we provide complimentary tools and education to help ensure a smooth and successful application process.Let us help you open the door to the home you love. To get started or learn more about refinancing your existing mortgage, contact us today!