340 May Mart Drive
At Odyssey Wealth Services the health and well-being of our clients, staff, and communities is our top priority. We understand the concern and uncertainty you may be experiencing surrounding the coronavirus (COVID-19) and are committed to being responsive to your needs as the situation evolves.
We encourage you to contact our office if you have questions or concerns you want to discuss.
Main Line: (815)562-5571 * In the event we are unable to answer, we encourage you to leave a message with our call center staff, that will in turn relay all messages to us. *
Michael R Brooks, CFP®Director of Wealth ServicesEmail: email@example.comDirect: 815.561.1801
Ashley Jackson Financial ConsultantEmail: Ashley.firstname.lastname@example.orgDirect: 815.561.1831Fax: 815.561.1832
Susana Belmonte Client Service CoordinatorEmail: Susana.email@example.comDirect: 815.561.1806Fax: 815.561.1807
In the event you are unable to reach us and have an urgent trade, please use the following information to contact LPL Financial Client line or your corresponding Mutual Fund Company to place any trades:
LPL Financial Client Line: (800) 558.7567Or access your account on Account View: myaccountviewonline.com
American Funds Client Line: (800) 325.3590Or access your account online: capitalgroup.com/individual
Franklin Templeton Client Line: (800) 632.2301Or access your account online at franklintempleton.com/investor
BlackRock Client Line: (800) 441.7762
Putnam Client Line: (800) 225.1581
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The journey toward financial independence is just as important as the destination. Our name reflects this belief - as Odyssey means, “a long journey full of adventures.” As important as it is to reach your future retirement goals, it’s just as important to enjoy the current adventure that aims to lead you there.
When you work with Odyssey Wealth Services, we will help you enjoy the life you are currently living, and plan for the future life you and your family deserve.
Guiding you on your journey towards financial wellbeing and confidence, our team of advisors are caring, focused and knowledgeable. With 51 years of combined experience in financial services, our team is well-versed in the many nuances of planning, investing and insurance.
Whether you are already on the road to retirement, are saving for your young child’s education, or have questions about life insurance - the Odyssey Wealth Services team is here to provide objective, professional and personalized planning support.
At Odyssey Wealth Services, we put our clients first. From scheduling your first appointment, to the implementation of your custom strategy and every step in between - our team of professionals are focused on you, your family, and your goals.
Further supporting the commitment we’ve made to our clients, our mission is to improve lives by creating financial independence, freeing you to focus your energies on areas that give your life meaning, purpose, and fulfillment.
We look forward to partnering with you on your journey towards financial independence.