Grundy Investments

Finding investment information isn't hard but making sense of it can be.

In today's complex markets, you may not have the time or ability to evaluate the vast array of investments that are available. We can help guide you through the many different investment options available to you and create an investment strategy that will be tailored to your personal goals and risk tolerance. Whether your future goals include a new home, college education(s), a comfortable retirement or providing for future generations, our financial advisor can help you navigate through every stage of your life.

At Grundy Investments we can offer you a variety of valuable products and services including:

  • Stocks
  • Bonds
  • Mutual Funds
  • Insurance Products
  • Individual Retirement Plans
  • 401K Rollovers
  • No Obligation Consultations

Contact a member of our team today to help get you started toward your goals and create a customized plan to get you where you want to be.

Kelly D

Kelly Dransfeldt
Financial Advisor
 kdransfeldt@wintrustwealth.com
Phone: (815) 941-3544

Lauren

Lauren Erwin
Registered Financial Associate
lerwin@wintrustwealth.com
Phone: (815) 942-8646

Located Inside:

Grundy Bank Main Branch
201 Liberty St.
Morris, IL 60450

Wilmington Branch – By Appointment Only
120 S. Main St. Wilmington, IL 60481

 

Click here to obtain account disclosures from Wintrust Investments, LLC.

Securities, insurance products, financial planning, and investment management services are offered through Wintrust Investments, LLC.
Member FINRA/SIPC. Founded in 1931.
Investment products such as stocks, bonds and mutual funds are not insured by the FDIC or any other governmental agency.
No Bank Guarantee. Not a Bank Deposit. May Lose Value.

When emailing Grundy Bank, the information you input is sent as an e-mail that is NOT SECURE. Do not send information through e-mail such as account numbers, social security numbers, or passwords.

Community Friends, Financial Partners