Cruz Investments & Wealth Management

Cruz Investments & Wealth Management An Illinois State Registered Representative Investment Advisor. Registered Representative offering securities through Madison Avenue Securities, LLC.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Cruz Investments & Wealth Management, an Illinois State Registered Representative Investment Advisor. Securities offered through Madison Avenue Securities, LLC (MAS

), Member FINRA/SIPC. Ed Slott’s Elite IRA Advisor Group, Cruz Tax Advisory, LLC and Cruz Investments & Wealth Management are not affiliated with MAS. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

02/24/2026
02/24/2026
Funny!!!
11/28/2024

Funny!!!

Happy Thanksgiving! Many things to be thankful for but most of all, it’s Wrigley’s 6th birthday!Happy birthday to our Ch...
11/28/2024

Happy Thanksgiving! Many things to be thankful for but most of all, it’s Wrigley’s 6th birthday!

Happy birthday to our Chief Fetch Officer

Happy Monday!☀️Meet Wrigley our Chief Fetch Officer (CFO) of Cruz Investments and Wealth Management. Reys granddaughter ...
10/21/2024

Happy Monday!

☀️Meet Wrigley our Chief Fetch Officer (CFO) of Cruz Investments and Wealth Management.

Reys granddaughter is living her best life in the sun before the Chicago weather gets too cold !☀️

Redtail Technology

04/14/2024

Rey and the Team are out at Draft Picks signing copies of one of Rey’s books! All proceeds go back to the cause! Come out and supper their Pancreatic Cancer fund raiser

Join us this Sunday, April 14th, at Draft Picks in Naperville, to raise awareness for pancreatic cancer.
04/09/2024

Join us this Sunday, April 14th, at Draft Picks in Naperville, to raise awareness for pancreatic cancer.

Due to the current weather conditions and the priority of our team’s safety, our office will be closed today and our tea...
01/12/2024

Due to the current weather conditions and the priority of our team’s safety, our office will be closed today and our team will be working from home. Feel free to call the office at 630-897-0333 and we will return your call as soon as we can. Stay safe!

Our office will be closing at 4:00pm today, due to the current weather conditions and the priority of our team’s safety.
01/09/2024

Our office will be closing at 4:00pm today, due to the current weather conditions and the priority of our team’s safety.

Cruz Investments & Wealth Managements first annual Christmas party! 🎅🏼A huge thank you to everyone who came and donated ...
12/06/2023

Cruz Investments & Wealth Managements first annual Christmas party! 🎅🏼

A huge thank you to everyone who came and donated coats and or a check to the Kiwanis Foundation. 🎄

We collected 45 coats and donated a total of $1,800 to the Kiwanis Club of Aurora. ☃️

Merry Christmas and Happy New Year from the Cruz Team…❤️

11/23/2023

HTG!

Address

605 N Broadway, 2nd FL
Aurora, IL
60505

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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