Grundy Investments

In today’s complex markets, you may not have 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.

Investment Products & Services

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

Our Team

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 Dransfeldt

Financial Advisor

(815) 941-3544

Email Kelly

Lauren Erwin

Registered Financial Associate

(815) 942-8646

Email Lauren

Visit Us

Grundy Bank Main Branch

201 Liberty Street
Morris, IL 60450

Directions

Wilmington Branch (By Appointment Only)

120 S. Main Street
Wilmington, IL 60481

Directions

Wintrust Investments, LLC. Disclosures

Check the background of Wintrust Investments and our Financial Advisors on FINRA’s BrokerCheck

For additional information on Wintrust Investments including its Client Relationship Summary (Form CRS), Disclosures and Privacy Statement visit https://www.wintrustwealth.com/

Securities, insurance products, financial planning, and investment management services offered through Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Trust and asset management services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC, respectively.

Investment products such as stocks, bonds and mutual funds are not:

NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

No Bank Guarantee. Not a Bank Deposit. May Lose Value.