Weeks Financial Group

About

AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/1hssApo

Story

We are a comprehensive financial services firm dedicated to providing personalized, professional and creative strategies to help you achieve your financial goals.

My primary focus is helping people in the Naperville area prepare for, transition to and enjoy their retirement, including leaving a legacy they would like to be remembered by.

This process begins by helping you clearly define your unique goals and priorities. By “framing” your goals we are able to customize a strategy that is meaningful to your specific needs.

We can help cut through the possible confusion around the financial planning process and keep you focused on a long term strategy. Perhaps most importantly, we will offer the support you need along the way to keep you on track.

Areas of services:

1) Financial Planning – unbiased planning to help you craft a strategy tailored to your needs
2) Wealth Management – the accumulation and distribution of assets for retirement income
3) Estate Planning – planning for the efficient transfer of your estate while minimizing taxes
4) Risk Management – protecting your family and business from an untimely death or disability
5) Business Services -- succession planning and executive/group benefits

As an added value, we regularly host educational seminars and appreciation events. These are designed to help you stay up-to-date on changing economic trends, new services…and sometimes just to say thank you.

The Team

Dave Weeks, CFP®

Being a lifelong Naperville resident I was thrilled to open our office in Naperville in 2000. Following almost 20 years as an ordained minister, I joined AXA Advisors, LLC in 1993 and earned my CERTIFIED FINANCIAL PLANNER™ Certification in 1998. . In 2004 I was fortunate enough to be inducted into AXA’s prestigious Hall of Fame. The most rewarding part of working with my clients is when, after developing a plan for their financial future, I hear “Wow, it feels like a load has been lifted off me.”
I love Starbucks skinny caramel lattes (venti, of course) and golfing.

Diana McClaurin

My focus is to support Dave in providing excellent service to our clients. The majority of my time is spent managing client information and planning various marketing events designed to educate, entertain, and build relationships with our clients and their family and friends. Through social media, e-mails, and workshops, together our WFG team seeks to provide learning opportunities that challenge our clients to grow in their understanding of financial topics. My family focus includes my husband and two daughters. I grew up in Naperville and enjoy teaching Sunday School, playing volleyball, and going to museums and parks with my girls.

All business correspondence should be sent to [email protected].

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Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products, including those of AXA Equitable Life Insurance Company and (NY, NY) and MONY Life Insurance Company of America (AZ stock company, administrative office: NY, NY), offered through AXA Network, LLC, which conducts business as AXA Network Insurance Agency of California, LLC in CA, AXA Network Insurance Agency of Utah, LLC in UT, and AXA Network of Puerto Rico, Inc. in PR. Equal Opportunity Employer – M/F/D/V. AXA Advisors, AXA Network, AXA Equitable and MONY America are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this Facebook page does not necessarily indicate that this Financial Professional is able to transact business in your state. Weeks Financial Group is not owned or operated by AXA Advisors or its affiliates. 110010 (12/15)(exp 12/17)

Impressum

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this Facebook page are subject to capture, review and archive and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC and offer investment advisory products/services through AXA Advisors, LLC, an SEC-registered investment advisor. Duly licensed representatives offer annuities and insurance, including those of AXA Equitable Life Insurance Company (NY, NY) (AXA Equitable) and MONY Life Insurance Company of America (MLOA) (Jersey City, NJ), through AXA Network, LLC/AXA Network Insurance Agency of California, LLC /AXA Network Insurance Agency of Utah, LLC/AXA Network of Puerto Rico, Inc. The representative named in this Facebook profile may be so registered and licensed or may be only licensed as described. Equal Opportunity Employer – M/F/D/V. AXA Advisors, AXA Network, AXA Equitable and MLOA are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries in accordance with their registrations and/or licensing, only in state(s) in which they are so properly registered and/or licensed. Your connection to this Facebook profile does not necessarily indicate that this representative is able to transact business in your state.