Vertex Planning Partners LLC
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Contact

Location

3000 Woodcreek Drive
Suite 100
Downers Grove, IL 60515

P 630.836.3300
F 630.395.7744

Ready To Talk?

We’re here to help. Email or call us and speak with a Vertex Planning Partner Advisor who will answer any questions you might have: 630.836.3300 orĀ info@vertexpartners.com

    TYPE OF INQUIRY: INDIVIDUALFAMILYBUSINESS




    FINRA Broker Check: brokercheck.finra.org

    Vertex Planning Partners LLC

    Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Vertex Planning Partners, LLC, a registered investment advisor. Vertex Planning Partners, LLC is a separate entity from LPL Financial.

    The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, ID, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, OH, OK, OR, PA, SC, SD, TN, TX, WA, WI, VA.

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