FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Justin Gifford
As a Financial Advisor, it is Justin’s privilege to help his clients grow, protect, and transfer their wealth. Justin is dedicated to each client’s personal objectives. He uses his experience in portfolio management, tax mitigation, and wealth transfer strategies to guide them in pursuit of their goals.
Credentials
Justin has been advising individuals, families, and business owners since 2010. The expertise he offers is backed by extensive experience in portfolio management, retirement income planning, business exit planning, and estate planning. His background in accounting helps clients minimize taxes now and in the future by designing tax-efficient portfolios and wealth transfer strategies. Justin helps his clients plan for the unexpected by leveraging his knowledge in insurance.
Justin holds a bachelor’s degree in Accountancy from Northern Illinois University.
Passions
Justin lives in Sandwich, IL with his wife, Kristin, and their two daughters. Together they enjoy traveling, ice cream, and taking care of their two dogs!
Justin’s newly found passion is Golf. He started playing later in life, but is constantly trying to improve his game. Justin also has a passion for real estate. He and his wife have remodeled several homes in their local community.
Locations
141 W. Lincoln Highway
DeKalb, IL 60115
511 W. State Street
Sycamore, IL 60178
100 W. Church Street
Sandwich, IL 60548
"Every day I strive to provide the best service to my client's by providing tailored investment solutions centered on their unique financial goals."
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE