Walter Cosmo
Financial Advisor
My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business
Working together your financial dreams, not fears, can become reality.
Walter Cosmo
Financial Advisor
For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
About Walter
About Walter
My mission as your Advisor is to be the Advocate for your loved ones, your retirement plan, you business. Effectively working together we can develop a plan using mathematical formulas to achieve
your goals. Although no two plans are the same the end result is all about the added protection and piece of mind the process creates.
I'm Most Proud Of: Effectively providing guidance and security for over 3 decades to businesses and families, financial and insurance needs
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Planning-for-Small-Business
As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
Meet Our Professional Team
Experience
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Financial Advisor
Prudential
December 2017 - Present | Lake Zurich
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Financial Advior
MetLife / MassMutual
March 1994 - December 2017 | Chicago
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Director of Compliance
First Northbrook Bankcorp
March 1987 - December 1994 | Northbrook
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Regualtory Compliance Examiner
Fereral Reserve
December 1992 - February 1994 | Chicago / Washington DC
The Prudential Difference
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- Property & Casualty: IL
- Variable Annuities: AR, CA, IL, MN, NC, NY, TN, TX, WI
- Securities License: AR, CA, IL, MN, NC, NY, TX, WI
- Variable Life Insurance: IL, NC, NY, TN, WI( AR License #2162484)( CA License #4119270)( MN License #40234752)( TX License #2728517)
- Fixed Annuities: IL, IN, NC, NY, TN, WI( AR License #2162484)( CA License #4119270)( MN License #40234752)( TX License #2728517)
- Life Insurance: IL, IN, NC, NY, TN, WI( AR License #2162484)( CA License #4119270)( MN License #40234752)( TX License #2728517)
Walter Cosmo is associated with the Chicagoland Financial Group Office, 1901 Butterfield Road, Suite 250, Downers Grove, IL, 60515-5463, Managing Director: Jeffrey Martinath, Phone: 630-493-0585 . Walter Cosmo offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Walter Cosmo offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. My compensation may be based on a combination of fees and commissions. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window. For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
Check the background of this investment professional on FINRA’s BrokerCheck.