John W. Bever,  CFP<sup>&reg;</sup> - Financial Advisor

John W. Bever, CFP®

President

Phase 3 Advisory Services

1110 W Lake Cook Rd, Ste 265
Buffalo Grove, IL 60089-1989
FINANCIAL ADVISOR'S WEBSITE
(847) 520-5545

General

John Bever is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Phase 3 Advisory Services in Buffalo Grove, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: IL, WI
  • Health/disability insurance: IL, WI
  • Fixed annuities: IL, WI
  • Variable annuities: IL, WI

Broker-Dealer Affiliation

Royal Alliance Associates, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Investment Management, Insurance, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources