Schedule with Tracy
Tracy Lepore
- Financial Advisor at Cetera Investors
- One East 22nd Street, Suite 710, Lombard, IL 60148
- Call: 708-601-6132
- Text: 630-716-9419
I am a Financial Advisor with Cetera Investors. I hold a Bachelor's degree in Science from Illinois State University and began my career in medical research at the University of Chicago Hospital. Transitioning to the Financial Services Industry, I discovered my passion for helping clients achieve their financial goals.
At Skyline Wealth Partners, I leverage extensive resources to create comprehensive financial plans. I value building strong relationships with my clients, supporting them through all stages of life. My services include general and advanced investing, retirement planning, and strategic distributions, catering to clients at various life stages.
I also conduct community seminars on key financial topics like Social Security, IRA planning, and Life Insurance in Retirement Planning (LIRP).
Who We Serve
Skyline Wealth Partners serves individuals and families, pre-retirees, retirees, business owners, and municipal employees to help them achieve financial independence and meet their future goals.
Our Approach
Skyline Wealth Partners offers a client-centric approach based on guidance and education to help meet your specific financial needs. We work toward a long-term plan to build confidence and live your ideal life in retirement.
Contact Us
Get in touch with our team to learn how you can achieve your most challenging financial goals as you embark on your retirement journey. Our team strives to respond quickly and in a timely manner.