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Financial Services
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- Our Team
- Charities We Support
Attend a Workshop
Schedule a Phone Call

Office Hours Mon - Fri | 9 am - 5 pm

Phone (630) 233-6060

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Phone: 630.233.6060
Fax: 630.372.8842
Email: info@downeytax.com

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806 W. Bartlett Rd.
Bartlett, IL 60103
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Information presented herein is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, investment strategies, insurance products, legal advice, or tax planning strategies. Viewers or readers of the information contained on this website, in any articles herein or links to other articles, or posted on any blog or social media site, should be aware that any action taken by the viewer/reader based on this information is taken at their own risk. Any concepts presented herein or links to other articles are hypothetical in nature and intended for educational purposes only. This information does not address individual situations and should not be construed or viewed as any type of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any securities, investments, insurance products, or investment strategies discussed herein.

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