Midwest Family Wealth Management

Midwest Family Wealth Management is a Financial Planner in Morris, IL, located at 814 Liberty St. The firm provides personalized financial services, focusing on wealth management and planning. Jerome Bellm brings over 32 years of financial services experience to the practice. The team includes Assistant Kaitlyn Bushby. The firm aligns with LPL Financial to offer objective advice and access to a wide array of products and services. These offerings include investments, brokerage accounts, education savings accounts, traditional IRAs, Roth IRAs, SEP IRAs, Simple IRAs, common stocks, bonds, treasury bills, government securities, treasury notes, municipal bonds, variable annuities, and alternative investments. The firm also provides financial planning for retirement, 401(k) planning, 403(b) planning, college plans, estate plans, money purchasing plans, and profit sharing plans. Insurance services cover disability income insurance, life insurance, and long term care insurance. The business holds a rating of 5.00 based on customer reviews. Jerome Bellm leads the Morris office, which can be reached at 815-942-5900 or 855-625-5900. Kaitlyn Bushby supports the team and can be contacted at 815-942-5900. The firm’s approach involves creating a plan and working alongside clients to advance their vision of wealth. The process includes clarifying an optimal retirement age and addressing strategies to overcome shortages. It also involves planning for the proper distribution and management of surpluses. The investment management process delivers an institutional approach to retail investors. The firm assesses risks and works to shore up gaps in protection. The office is open Monday through Friday from 8:00 AM to 5:00 PM. Weekend appointments are available by request. The firm stands among the strongest in its category locally, evidenced by its positive rating from the customers who have reviewed it. This high score reflects the trust and satisfaction of those who have engaged with the practice for their financial needs. Midwest Family Wealth Management delivers disciplined financial planning and investment management to the Morris community, guided by decades of experience and a commitment to clear, objective advice.

Midwest Family Wealth Management sits on Liberty St in Morris, IL, near the Old Train Caboose memorial and the CSX Morris Depot attraction. The office is also close to the Morris Public Library and the Morris City Police Department.

BizScoreAI gives the business a Performance score of 86 out of 100, which measures how quickly the website loads to keep visitors on the page. The firm also receives a Discoverability score of 75 out of 100, which measures whether AI crawlers can find every page so AI assistants can recommend the business.