Overview of the Firm

advisor and clients shake handsTraverse Financial Solutions partners with clients to develop customized wealth management programs that meet long-term goals. We are part of Cetera Advisor Networks, which is an independent broker-dealer made up of 2,700 financial advisors. This affiliation enables us to leverage the leadership, infrastructure, resources, and support of one of the largest independently managed securities firms in the country, while offering personalized service and solutions for individuals and businesses in Chicago-area communities.

We have earned the trust and confidence of a diverse and growing customer base by developing and applying unparalleled industry expertise and standards of customer care. By unfailingly adhering to those high standards, we have achieved consistently strong results over more than two decades.