Lori M. Barone,  CFP<sup>&reg;</sup> - Financial Advisor

Lori M. Barone, CFP®

Barone Financial Group, LLC

7512 S. County Line Road, Suite 1
Burr Ridge, IL 60527
(630) 908-7733 CONNECT WITH Lori
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Lori Barone is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Barone Financial Group, LLC in Burr Ridge, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: IL IN TN AZ
  • Health/disability insurance: IL IN TN AZ
  • Fixed annuities: IL IN TN AZ
  • Variable annuities: IL IN TN AZ

Broker-Dealer Affiliation

Securities America, Inc.

Broker-Dealer Disclaimer

Securities offered through Securities Service Network, LLC, member FINRA/SIPC. Fee-based advisory services offered through SSN Advisory, Inc., a registered investment advisor.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Employee Benefits, Government & Military, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Women's Finances


Helpful Financial Planning Resources