Wendy Jacobson-Rosen
Financial Professional
My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business
Wendy Jacobson-Rosen
Financial Professional
For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
About Wendy
About Wendy
Wendy's purpose-driven approach to business keeps her clients' desired outcome at the forefront of every service she provides.
She begins every client relationship with a question: What does financial security look like to you? With their answers in mind, she works closely with clients to design a plan to reach their goals.
I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Living in Retirement
Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.
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
The Prudential Difference
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- Variable Annuities: AR, CA, CO, CT, IL, IN, MI, MN, NC, NY, TN, TX, WI
- Securities License: AR, CA, CO, IL, IN, MN, NC, NY, TX, WI
- Variable Life Insurance: CO, CT, IL, IN, MI, NC, NY, TN, WI( AR License #2120869)( CA License #0I91163)( MN License #40736656)( TX License #2620768)
- Fixed Annuities: CO, CT, IL, IN, MI, NC, NY, TN, WI( AR License #2120869)( CA License #0I91163)( MN License #40736656)( TX License #2620768)
- Life Insurance: CO, CT, IL, IN, MI, NC, NY, TN, WI( AR License #2120869)( CA License #0I91163)( MN License #40736656)( TX License #2620768)
Wendy Jacobson-Rosen 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. Wendy Jacobson-Rosen offers insurance and securities products and services as a Registered Representative of Pruco Securities, LLC (Pruco). The Prudential Insurance Company of America, Newark, NJ and Pruco are Prudential Financial companies. 1-800-778-2255. NY Coronavirus Information for Consumers (New York residents only.)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.